The SOIC Podcast SOIC: School of Intrinsic Compounding

In this episode, we'll cover everything psychologically essential for investors to know, in the stock markets and in personal life.



We'll also cover investing strategies like 2-4-6-8 strategy.

60% of the returns made are due to sectoral moves. We have observed that this one formula is super powerful and effective in this recent bull market.

Today, we will crack open this Super Formula to find some amazing stocks and opportunities together. Hope you'll enjoy this video and presentation.

Money is the blood for an economy and Banks are the vessels that carry that blood all across various parts of the economy. Today, we take a look at a hot favourite sector of the past that has seen a fall in the pecking order of preference.

We will take a look at the following issues plaguing the valuations of this very important sector.

1. PSU Banks
2. Regulatory Actions
3. NIMs
4. Problem of size
5. Issue of liabilities

Hope you enjoy the podcast and presentation.

Proxy Investing is a concept that is very dear to our hearts. However, this time we bring you Proxy Investing with a whole new perspective. We have analysed ~20-22 industries and tried to identify businesses with maximum profitability by doing value chain analysis.

Some of the examples of industries we have covered are:
1 - Capital Markets
2 - Luxury Consumption
3 - Contract Research & Manufacturing Services (CRAMS)
4 - Precision Engineering
5 - Fast Moving Industrial Goods (FMIG)
6 - Electric Vehicles
7 - Metals
8 - Green Energy
9 - Mining
10 - Consumer
11 - Health Insurance

Hope you'll enjoy the podcast.

Water is precious, however, we value it once we don't have it. We have covered the whole water infrastructure industry and opportunities it presents to investors. You can explore the following topics under our video and the presentation.

1. Importance of Water Infra
2. Government Schemes
3. Value Chain Analysis
4. Ductile Iron Pipes
5. EPC Industry & Players
6. Water Infra & Players

Bonus for Members: Detailed Financial Sheet, Detailed Video Conclusion, Sub-Sector Index on TradingView etc.

This episode will focus on the following ideas-



1. Intro: Digital India
Seg 1: Fintech & E-Commerce
Seg 2: Account Aggregator & E-Governance
Seg 3: Digital Brokerages & Exchanges
Seg 4: Database & Geospatial database Companies
Seg 5: Digital Content
Seg 6: Software as a Service (SaaS)
Conclusion: Learnings Summarised