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The SOIC Podcast

by SOIC: School of Intrinsic Compounding
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Latest episodes

  • Why an AI Slowdown Could Be Good for Indian Stocks | Ritesh Jain

    October 25, 2026 Ā· 1 hr 0 min

    "US dollar will be just one currency. US bonds will be just one asset." Ritesh Jain, founder of Pinetree Macro and former CIO of Tata Mutual Fund and BNP Paribas Mutual Fund, explains why the old rules of global investing are breakingā€¦

  • Fastest-growing companies of Q2FY27, and is the AI boom over?

    October 18, 2026 Ā· 55 min

    Ishmohit Arora breaks down the results from the top down: the market, the sectors doing well, and the companies with blockbuster numbers. Banks and financial services (SG Finserve, Angel One, Fedbank, IIFL Finance, Federal Bank, HDFC Bankā€¦

  • Indiaā€™s Next Big Manufacturing Opportunity?

    October 11, 2026 Ā· 48 min

    In 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 segmentsā€”Consumer Durables, Electronics, andā€¦

  • Why Iā€™m Looking Beyond the Nifty

    October 4, 2026 Ā· 1 hr 7 min

    This 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 allocationā€¦

  • Motherson Isnā€™t Just an Auto Stock

    September 27, 2026 Ā· 36 min

    In 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 harnessā€¦

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  • Who really benefits from ā€˜Made in Indiaā€™?

    September 13, 2026 Ā· 42 min

    Indiaā€™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 opportunitiesā€¦

  • TVS & Murugappa: The Aerospace, Defence & Semiconductor Connection

    September 9, 2026 Ā· 42 min

    In 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, competitiveā€¦

  • 10 CDMO Businesses Decoded

    August 30, 2026 Ā· 1 hr 44 min

    CDMO 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 frameworkā€¦

  • 4 Unique Scans I Use to Find Epic Stocks

    August 26, 2026 Ā· 28 min

    Explore 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 identifyā€¦

  • Tempsens IPO: What This Udaipur Manufacturer Actually Makes

    August 23, 2026 Ā· 40 min

    A 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 SOICā€™s 20 Unique Businesses seriesā€¦

  • 100 Fastest Growing Companies After Q1 FY27 Results

    August 16, 2026 Ā· 1 hr 1 min

    In this episode, Ishmohit screens Q1 FY27 results using a simple framework: more than 15% revenue growth, more than 20% earnings growth, and expanding margins. From the entire results universe, the process narrows the field to roughlyā€¦

  • Ultimate Tool for Finding Winning Stocks

    August 13, 2026 Ā· 2 hr 9 min

    StockScans is a powerful investing and stock-screening tool designed to help investors find winning stocks, track market and sector rotation, and build actionable watchlists. This episode covers stock scanning, growth and valuationā€¦

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About the show

šŸŽ§ Welcome to the SOIC Podcast! At SOIC (School of Intrinsic Compounding), weā€™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: šŸ“Š Easy-to-understand stock analysis šŸ“š Insights from the best investing books šŸ§  Simple mental models šŸ’” Real-world case studies Follow us to start your journey to smarter investing!