The Diary Of A CEO with Steven Bartlett
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The SOIC Podcast
by SOIC: School of Intrinsic Compounding
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About the show
🎧 Welcome to the SOIC Podcast!
At SOIC (School of Intrinsic Compounding), we’re on a mission to help Indian investors learn how to invest smartly. We share simple stock tips, real-life examples, and lessons from books to help you become a better investor.
In every episode, expect:
📊 Easy-to-understand stock analysis
📚 Insights from the best investing books
🧠Simple mental models
💡 Real-world case studies
Follow us to start your journey to smarter investing!
Latest episodes
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India’s Next Big Manufacturing Opportunity?
October 11, 2026 · 48 minIn this SOIC business analysis, we decode Amber Enterprises India Limited and its transition from room AC manufacturing to electronics manufacturing services (EMS). Explore its three business segments—Consumer Durables, Electronics, and…
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Why I’m Looking Beyond the Nifty
October 4, 2026 · 1 hr 7 minThis episode explores the current choppy phase of the Indian stock market, what past bull and bear cycles can teach investors, and how to approach passive vs active investing today. It covers SIPs, Nifty valuations, asset allocation…
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Motherson Isn’t Just an Auto Stock
September 27, 2026 · 36 minIn this SOIC business analysis, we deep-dive into Samvardhana Motherson International (Motherson) and its transition from a global auto-ancillary business into high-growth non-automotive sectors. We cover its business model, wiring harness…
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Who really benefits from ‘Made in India’?
September 13, 2026 · 42 minIndia’s investment cycle is changing. After years of consumption-led growth, capital is increasingly moving towards manufacturing, technology and strategic industries. In this episode, Ishmohit breaks down five major capex opportunities…
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TVS & Murugappa: The Aerospace, Defence & Semiconductor Connection
September 9, 2026 · 42 minIn this episode, we look at two established industrial businesses from the TVS and Murugappa groups. We start with how we found them through conference-call summaries and StockScans, then work through their products, competitive…
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10 CDMO Businesses Decoded
August 30, 2026 · 1 hr 44 minCDMO businesses can look similar from the outside, but the real question is: what actually separates a great CDMO from the rest? In this podcast, Ishmohit and Sid will discuss their years of research through the SCALE UP framework…
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4 Unique Scans I Use to Find Epic Stocks
August 26, 2026 · 28 minExplore 4 unique stock-scanning techniques from SOIC and StockScans for smarter Indian equity research. The episode covers the Congrats Index, management sentiment, scan matches, sector-wise growth screening, and Research AI to identify…
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Tempsens IPO: What This Udaipur Manufacturer Actually Makes
August 23, 2026 · 40 minA thermometer sounds simple. But when it has to measure extreme temperatures inside steel, power, chemical and other industrial plants, the business becomes far more specialised. In this episode of SOIC’s 20 Unique Businesses series…