The SOIC Podcast

SOIC

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🎧 Welcome to the SOIC Podcast! SOIC (School of Intrinsic Compounding) helps Indian investors learn how to invest wisely through simple lessons, real-life examples, and case studies. In each episode, you’ll get: 📊 Stock analysis made easy 📚 Key takeaways from investing books 🧠 Mental models to think smarter 💡 Real-world case studies from the stock market Follow and listen to learn how to become a smarter investor for life.

3D AGO

The Product Mix Framework That Turned Two Businesses Into Growth Engines

Send us a text In this episode of SOIC, we discuss a powerful investing mental model called product mix change. We analyze two precision engineering companies — SANSERA Engineering and Shriram Pistons & Rings — to understand how legacy auto businesses are using their cash flows to build future-ready segments. Sansera is moving beyond ICE auto components into aerospace, defence, semiconductors, and EV-agnostic parts, while Shriram Pistons is using its pistons business as a cash cow to expand into automotive interiors and ambient lighting through acquisitions. This episode is not about buy or sell recommendations. It is initial research focused on understanding how businesses transition over time and how investors can track long-term value creation using the product mix change framework.

34 min
DEC 14

Market Correction or Bear Market? Top-Down Analysis & Sector Insights

Send us a text In this episode of SOIC, we do a complete top-down analysis of the Indian stock market. We break down why the market is in a bear phase, where valuation comfort is emerging, and which sectors are weakening or improving. We analyze B2G-linked sectors, EMS, solar, transformers, consumption, financials, and small caps, using valuations, market breadth, and cycle analysis. You’ll also learn how to spot opportunities during volatility, understand sector rotation, and prepare for the next market cycle with a clear framework. This episode is a market temperature check to help you think clearly, avoid noise, and invest with discipline.

1h 2m
DEC 7

How I pick my Mutual Fund investments | Best list for 2026

Send us a text In this episode, you will learn everything about Mutual Funds for 2026 and beyond. We explain the difference between mutual funds and active stock picking, why thinking like a unit collector is important, and how to build wealth using SIP. You will also learn a simple framework to choose mutual funds, which flexi cap, mid cap, and small cap funds are worth tracking, and how to use ETFs and passive investing for the next few years. This episode is perfect for beginners as well as long term investors who want a clear, practical approach to investing without confusion.

50 min
NOV 30

Why I Love Peter Lynch’s Proxy Framework (with Case Studies)

Send us a text In this episode, you’ll learn the core idea of Proxy Investing - a simple way to find companies that benefit from big trends without being in the spotlight. You’ll learn how suppliers and enablers grow faster than the main industry players, how downstream companies profit from themes like AI, data centers, power, chemicals and industrialization, and how to identify these proxies using value chains, order books and tailwinds. With clear examples from India and global markets, this episode gives you an easy, practical framework to find better businesses in any sector.

47 min
NOV 23

A Hidden Monopoly Industry: The Airport Business Explained

Send us a text In this episode, we break down the airport operators industry — a toll-road style business with high entry barriers, predictable cash flows, and long-term growth potential. We explore global case studies, India’s aviation value chain, and a deep dive into key companies. We also cover revenue models, valuations, risks, and the future outlook of the sector. If you’re interested in asset-heavy businesses and long-term compounding themes, this episode is for you.

35 min
NOV 20

Q2FY26 Decoded: Growth, Margins, Guidance-Who Really Won?

Send us a text This special SOIC podcast with Ishmohit Arora dives deep into the Q2 FY26 earnings season and the real trends shaping India’s markets. We break down which sectors delivered standout results — from Pre-Engineered Buildings, Banks/NBFCs, Auto Ancillaries, Shipbuilding, Telecom, Ports & Airports, to strong performers in Diagnostics, Ratings, and Power. You’ll also learn how earnings downgrades are bottoming out, which sectors show early strength for H2, and the concalls every serious investor should read. Packed with insights, frameworks, and practical habits, this episode will sharpen your research process and help you understand where the next set of opportunities may emerge.

43 min
NOV 16

I Studied the Entire Drone Industry and Found this!

Send us a text Get ready for an exclusive deep dive into one of the fastest-growing industries on the planet — Drones & Anti-Drone Systems. You’ll learn why this has become a sunrise sector, how modern warfare is changing, the full drone value chain, key components, global leaders, Indian players, and how drones are now used in defence, agriculture, logistics, and critical infrastructure. A quick but powerful overview of where the future of unmanned systems is headed.

1h 34m
NOV 9

Why 60,000 Crores Are Chasing This Sector

Send us a text In this episode, we break down why FIIs are increasing investments in the Banking & NBFC sector. We explain the 3 key banking cycles—net interest margins, asset quality, and credit growth—and how all three are improving right now. You’ll also learn the ROA framework to evaluate banks/NBFCs, understand NPA trends, and why guidance from major lenders points to stronger credit growth ahead. We also discuss why this could be the early phase of a new sector upcycle, with banks leading and autos likely to follow. We go through multiple companies across the sector to help you understand how to study them better. Perfect for anyone who wants to understand how the banking cycle works, what’s changing now, and how to approach this sector smarter.

33 min

🎧 Welcome to the SOIC Podcast! SOIC (School of Intrinsic Compounding) helps Indian investors learn how to invest wisely through simple lessons, real-life examples, and case studies. In each episode, you’ll get: 📊 Stock analysis made easy 📚 Key takeaways from investing books 🧠 Mental models to think smarter 💡 Real-world case studies from the stock market Follow and listen to learn how to become a smarter investor for life.

Creator

SOIC
Years Active

2K
Episodes

67
Rating

Clean
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