The SOIC Podcast

Send us Fan MailIn this episode, we analyze Indegene, a Life Sciences and Pharma-focused IT services company, and explore how AI is reshaping the IT industry. We discuss the right mental model for evaluating IT companies, the difference between horizontal and vertical IT businesses, outcome-based pricing, revenue per employee, business segments, growth drivers, financial performance, risks, and valuation. The episode also highlights why Indegene may benefit from AI through domain expertise, regulatory capabilities, and productivity gains.👉 If you want to understand the future of IT services and identify businesses that can benefit from AI rather than be disrupted by it, this episode is worth your time.

Send us Fan MailIn this SOIC earnings special, we analyze the latest quarterly results across 1,400+ Indian companies and identify where growth is emerging beyond the major indices. We discuss key themes shaping the market, including sector rotation, manufacturing, healthcare, pharma, CDMO, defense, and precision engineering, along with standout performers such as Shilpa Medicare, Gland Pharma, Thangamayil, Astra Microwave, and others. The episode also explores why the next generation of wealth creators may emerge outside the Nifty 50 and what investors should watch in the coming quarters.👉 If you want to understand where earnings growth is accelerating and identify tomorrow’s potential winners before they enter the index, this episode is worth your time.

Send us Fan MailIn this episode, we deep dive into Sudeep Pharma and understand why it stands out as a high-margin business in the pharma and specialty ingredients industry. We discuss the company’s business model, excipient and nutrition segments, battery chemicals opportunity, CAPEX plans, moat, and key risk factors. The episode also compares Sudeep Pharma with companies like Vinati Organics and Clean Science and Technology to understand margin sustainability and competitive advantages. If you want to understand high-margin B2B pharma businesses and identify companies with strong moats and long-term growth potential, this episode is worth your time.

Send us Fan MailIn this 7th episode of SOIC’s “20 Unique Businesses” series, we deep dive into Alphabet — one of the world’s most integrated and difficult-to-replicate AI businesses. This episode covers the 5 layers of the AI value chain, Google Search, YouTube, Google Cloud, Gemini AI, TPUs, AI monetization, business model, growth drivers, management quality, valuation, and key risks. We also explore why Alphabet continues to grow at scale despite rising AI competition from ChatGPT, Anthropic, and other AI models.  If you want to understand how global technology leaders compound for decades and identify the biggest beneficiaries of the AI revolution, this episode is worth your time. 

Send us Fan MailThis episode covers the 6th unique business in our 20 Unique Businesses series. We discuss a high-quality value-added manufacturing business that transformed from a commodity player into a speciality products leader with strong margins, pricing power, export strength, and consistent cash flow generation. The episode also covers business model, growth triggers, capex plans, competitive advantages, valuation, and key risk factors, along with how the company handled US tariff challenges while maintaining strong profitability. If you want to understand how unique businesses create long-term wealth through value addition and strong execution, this episode is worth your time.

Send us Fan MailIn this episode, we break down Nippon India Asset Management Company and the rapidly growing asset management industry in India. We explore its strong financials, market share gains, and ETF leadership, along with the mental model behind successful AMCs. The discussion covers business model, growth drivers like SIP and passive investing, product mix, and competitive positioning. We also evaluate key risks and valuation to understand whether this is a long-term compounder in the making.If you want to understand how AMC businesses grow and how to identify high-quality compounders early, this episode is worth your time.

Send us Fan MailIn this podcast, we sit down with Rajeev Mantri from Navam Capital to break down one of the most important themes for India’s future — deep tech investing.We discuss what deep tech really means, how it is different from traditional businesses, and why it can drive India’s journey from a 4 trillion to a 10 trillion dollar economy. You will learn how venture capital works step by step, how investors evaluate startups, and how idea pipelines are built through networks, founders, and institutions.We also cover real case studies like Ather Energy, Botlab Dynamics, and Unbox Robotics to understand how deep tech companies are built and scaled.If you want to understand startup investing, deep tech opportunities, and where India is heading next, this episode gives you a complete 101.

Send us Fan MailIn this episode, we break down Sai Life Sciences, the fourth company in our 20 Unique Businesses series, where we explore high-quality companies with strong competitive advantages.Sai Life Sciences is a unique CRDMO player in the pharma sector that earns 100% of its revenue from global innovator companies like Pfizer and AbbVie.We explain how the CDMO and CRO industry works, why integration from research to manufacturing is a powerful business model, and how this company stands out from others in the space.We also cover industry growth, business segments, key molecules, growth triggers, and risks, giving you a clear and simple understanding of this business.

Send us Fan MailIn this episode, we break down one of the most unique businesses in the world — ASML Holding, a company that sits at the heart of the global semiconductor industry.We explore how a single machine worth $400 million powers modern technologies like AI, data centers, smartphones, and advanced chips. From understanding the semiconductor value chain to ASML’s monopoly position, we dive deep into what makes this business so powerful.We also cover the company’s history, growth drivers driven by AI capex, strong financials, valuation framework, and the key risks involved.If you want to understand how global technology actually works behind the scenes and how to analyze such businesses for long-term investing, this episode will give you a complete framework.

Send us Fan MailIn this episode, we break down Gravita India — a fast-growing recycling company benefiting from strong industry tailwinds.We explore how the recycling sector is evolving due to decarbonization, resource scarcity, and government regulations, and why this is creating a J-curve growth opportunity.We also analyze Gravita’s business model, sourcing advantage, financial performance, and future growth triggers like capacity expansion and value-added products.If you want to understand a unique manufacturing business with strong fundamentals and long-term potential, this episode gives you a complete, simple breakdown.

Send us Fan MailIn this episode, we break down INOX India, a unique business with strong entry barriers and market leadership.We explore how the company operates in the cryogenic equipment space, enabling the entire industrial gas ecosystem — from storage to transportation.We also discuss its strong financials, high return ratios, and why this business is difficult to replicate.Along with this, we cover key growth drivers like LNG, semiconductors, and space applications, and understand the risks and opportunities ahead.

Send us Fan MailIn this episode, we break down a powerful stock market strategy using real data and backtesting.We explore how key factors like PE ratio, Price-to-Book, and earnings growth impact Nifty returns, and why lower valuations often lead to better future returns.We also look at the current market situation — where valuations are getting cheaper but earnings growth is slowing — and what that means for investors.If you want to understand when to invest, how to think about market cycles, and how to build a strong long-term investing approach, this episode will give you a clear framework.

Send us Fan MailIn this episode, we break down the entire healthcare and pharmaceutical industry — one of the most recession-proof sectors in the market.We explore how the healthcare value chain works, from hospitals and domestic pharma to CDMO, diagnostics, API companies, and emerging segments like GLP-1 drugs and medical devices.Along the way, we decode the unit economics of each segment, understand where the real money is made, and analyze 40+ companies across the healthcare space to identify the fastest-growing businesses.If you want to understand healthcare as an investor — from basics to advanced insights — this episode gives you a complete framework.

Send us Fan MailIn this podcast, we explore the real world of microcap investing — beyond the hype.Microcap stocks can fall 50–60% in bad markets, but they can also deliver massive returns when cycles turn. The key is understanding these cycles and surviving the drawdowns.Gaurav Agrawal, with over 15 years of experience, shares how liquidity, investor behavior, and market phases shape this segment — and why the best opportunities often come when no one is interested.If you want to learn how to think clearly in volatile markets and build conviction during tough times, this episode will give you practical and honest insights.

Send us Fan MailIn this episode, we explore how to invest smartly during a bear market using ETFs and mutual funds.We break down a simple 3-framework approach to ETF investing — focusing on long-term sector trends, undervalued opportunities, and momentum plays.We also discuss powerful global themes like defense and electrification, along with key opportunities in Indian sectors such as banking, pharma, and momentum investing.Finally, we analyze a couple of high-potential mutual funds using a practical, bottom-up approach.If you want to navigate market volatility with clarity and build a smarter portfolio, this episode will give you a clear direction.

Send us Fan MailIn this episode, we analyze the current state of the Indian stock market and understand whether the market is nearing a bottom.We discuss how narratives influence investor behaviour, why market sentiment becomes extremely negative near bottoms, and what historical data tells us about Nifty valuations when the PE ratio falls near 20.We also explore market breadth indicators, SIP strategies based on valuations, global market comparisons, and sectors where opportunities may be emerging including recycling, regional banks, gold lenders, hospitals, data centers, chemicals, and CDMO businesses.If you are a long-term investor trying to understand the current market cycle and where the risk-reward may be improving, this episode will give you a clear framework to think about markets.

Send us Fan MailThe IT sector is facing valuation derating, and many investors believe that Artificial Intelligence could disrupt traditional IT services. But is AI really a threat, or could it actually increase the demand for software and engineering talent?In this episode, we break down what is happening in the IT sector, why this fear has emerged, and what the data actually suggests. We also discuss four unique companies whose business models may benefit from the AI wave rather than be disrupted by it.The goal of this episode is to help investors think differently and identify opportunities in a sector where market sentiment is currently negative.

Send us Fan MailIn this episode, we discuss how global macro events like the Iran–US–Israel conflict create fear in financial markets and how investors should respond during uncertain times.Using historical data from events like the Kargil War, 9/11 attacks, and the Russia–Ukraine war, we explore how markets often see short-term drawdowns but eventually recover over the long term.We also talk about behavioral investing, the “behavior gap” that causes investors to underperform markets, and why emotional decisions can hurt long-term wealth creation.Finally, we look at current Nifty 50 valuations, small-cap cycles, and key indicators that help identify attractive opportunities in the market.If you want to learn how to stay calm during market fear and make smarter long-term investing decisions, this episode will give you valuable insights.

Send us Fan MailIn this episode, we are joined by Siddhant Bhandari, CIO at Persistence Capital. we do a complete market temperature check on the Indian stock market, especially small caps. We analyze earnings trends across sectors, identify industries showing strong growth, and discuss emerging themes like manufacturing, CDMO, internet businesses, and data center proxies. We also decode why small caps corrected, what history teaches about market cycles, and how long-term investors can find opportunities even during drawdowns. This conversation helps investors understand where the market stands today and which sectors could surprise with future earnings growth. 

Send us Fan MailIn this episode, we break down the future of the IT sector and how AI is changing the entire industry.We discuss why IT stocks have been falling, whether the traditional IT services model is breaking, and how Global Capability Centers are taking share from outsourcing companies.We also analyse different IT segments like ER&D, mid and small-cap IT, vertical specialists, and SaaS companies to understand which areas face disruption and where real opportunities may still exist.If you want to understand how AI could impact IT growth, valuations, and long-term investment opportunities, this episode gives a complete framework to think about the sector.

Send us Fan MailIn this episode, we break down how to identify truly unique market leaders — businesses with strong moats, scalable growth, and structural competitive advantages.We cover six differentiated business models across sectors: an auto ancillary proxy to the ICE cycle, a specialty chemicals company with sustainable margins, a pure-play CDMO pharma model, a waste-to-wealth specialty fats business with deep sourcing moat, and global semiconductor equipment and advanced packaging players benefiting from the AI capex boom.More importantly, we discuss how these could potentially evolve into future stock market leaders as their industries scale and competitive advantages strengthen over time. This podcast gives you a clear investing framework to spot high-quality future businesses early and independently screen the next generation of market leaders.

Send us Fan MailIn this episode, we break down the Q3 results season and explain what the numbers are actually telling us.We discuss why indices are misleading, why this is a stock picker’s market, and how earnings, expectations, and market cycles really drive returns.We cover:How to read broader market earningsWhy good results still lead to stock price fallsReversal vs momentum investingPortfolio construction in a weak marketKey trends across midcaps, auto, banks, microfinance, manufacturing, and AI capexThis is a thinking framework episode — not stock tips — focused on how long-term investors should navigate volatile markets.

Send us Fan MailIn this episode, we speak with Sagar Arya, Co-Founder of Xponent Tribe, to understand the global commercial aerospace industry and why India is becoming a key part of the global supply chain. We discuss massive order backlogs at Airbus and Boeing, supply chain failures in the West, and how this is creating a big opportunity for Indian aerospace companies. The conversation breaks down the entire aerospace value chain in simple terms — from raw materials and machining to tier-1 suppliers, MRO, and final aircraft assembly — while comparing global and Indian players. We also share a clear investor framework to judge entry barriers, complexity, risks, and long-term potential in aerospace businesses.

Send us Fan MailIn this episode, we explain why gold is going up and what it tells us about the world economy. We talk about how the old US-led global system worked, why it is breaking now, and how rising debt, money printing, and geopolitical tensions are changing where money flows. You’ll learn why central banks are buying gold, why this rally is not driven by retail investors, and how wars, tariffs, and frozen reserves have reduced trust in global systems. We also explain the commodity cycle, why metals like copper are in shortage, and what this means for stock market investors.More importantly, this episode helps you see what is changing quietly behind the scenes — where power, money, and risk are shifting. If you want to understand why the world is moving in this direction and how investors should think in the next decade, this episode will connect the dots.

Send us Fan MailMost stocks are down 28–30%, but the index doesn’t show it. So… are we really in a bear market? And is the bottom close?In this episode, you’ll learn:Why the real pain is hidden in mid and small capsHow to spot early signs of market bottomingA 4-indicator framework used to judge market cyclesHow to plan SIPs and lump-sum investments during bear marketsWhy this is about preparing, not predictingIf you want a clear process to understand where the market stands and how long-term investors should act in tough phases, this episode is for you.

Send us Fan MailIn this episode, SOIC speaks with Himanshu Sharma (The Chartist) about how successful investors actually think about the stock market.Instead of choosing between fundamentals or technicals, this conversation explains how both work together to build a practical investing framework. You’ll learn why fundamentals help filter good businesses, why technicals help with timing and risk management, and how the best investors combine the two.The episode covers key ideas like fundamental catalysts, relative strength, stage analysis, market cycles, and why multibaggers are often found near their highs. It also explains common mistakes investors make, how to avoid weak stocks, and why psychology and discipline matter more than predictions.This is not about stock tips or quick trades.It’s about learning how to think clearly about investing, understand risk and reward, and build a framework you can use across different market conditions.If you want to improve your decision-making and learn how experienced investors approach the market, this episode is for you.

Send us Fan MailIn this episode, we explain why past returns don’t guarantee future returns, even for high-quality businesses.Through real case studies like HDFC Bank, DMart, Page Industries, and Asian Paints, we show how high valuations, slowing growth, and strong market narratives can lead to years of poor or zero returns.You’ll learn why big companies grow slower over time, how competition impacts performance, and how to use a simple framework to question popular, expensive stocks.This episode is about thinking clearly when everyone is optimistic.

Send us Fan MailIn this episode, we share 7 big investing ideas for 2026 to help you invest with clarity after a volatile 2025.You’ll learn how to spot tailwinds, avoid headwinds, build a clear investing setup, and think long term.Each idea is explained using practical company and sector examples, so you can apply it in real investing decisions.You’ll also understand when to stay invested, when to exit, and how compounding works over time.What this episode covers- Tailwinds vs headwinds- Investing with a clear setup- Power of compounding and long-term thinking- Changing market cycles and new winners- Key themes to study for 2026- Global investing mindset- Key Learnings & Book SuggestionsThis episode is for investors who want less noise, more clarity, and better long-term outcomes.

Send us Fan MailIn this episode, we deep-dive into the Indian Jewellery Industry with Abhishek Jain — a jeweller with over 30 years of industry experience and an active investor.This podcast covers the complete jewellery business from an investor’s point of view, including:Jewellery industry basics & value chainNational and regional players and how they scaleKey investor metrics like margins, ROCE, studded ratio & inventory turnsContract manufacturers and their unit economicsCertification companies and their role in trust & pricingLab-grown diamonds (LGD) — opportunity, risks & future outlookAbhishek also explains gold hedging, gold metal loans, and why jewellery businesses focus on stable margins instead of gold price speculation.If you want to understand how jewellery companies actually make money and how investors should analyze this sector, this podcast gives you a clear A-to-Z framework.

Send us Fan MailIn 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.

Send us Fan MailIn 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.

Send us Fan MailIn 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.

Send us Fan MailIn 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.

Send us Fan MailIn 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.

Send us Fan MailThis 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.

Send us Fan MailGet 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.

Send us Fan MailIn 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.

Send us Fan MailWelcome to this episode by SOIC, where we break down India’s fast-growing Pre-Engineered Building (PEB) sector — the backbone of modern manufacturing. In this episode, you’ll learn what the PEB sector is, its total addressable market, and why it’s becoming a key part of India’s private capex boom. We’ll explain how the industry works, its short order cycle, high operating leverage, and what drives growth. We’ve also covered many leading Indian companies operating in this space, comparing their capacities, business models, and regional focus. You’ll also learn about the key risks, valuations, and technical trends shaping the sector. By the end, you’ll understand how the PEB industry is driving India’s new wave of efficient, next-gen manufacturing infrastructure.

Send us Fan MailIn this episode, we dive deep into the Battery Energy Storage (BESS) landscape — one of the most exciting and fast-evolving parts of India’s clean energy future. You’ll learn about the need for BESS, the TAM (Total Addressable Market) of the industry, and how it fits into the global shift toward renewable power.We explore the international and Indian value chains, understand where the real profit pools lie, and discuss the key risks and challenges shaping this emerging sector.Along the way, we also go through many companies that are building capabilities across the BESS value chain — from raw materials to large-scale storage solutions.By the end of this episode, you’ll have a complete picture of how India’s battery energy storage ecosystem is developing, what opportunities it holds, and what it means for the next decade of the energy transition.

Send us Fan MailIn this Diwali special SOIC podcast, Ishmohit Sir and Amit decode the latest Q2 results and share insights across banking, auto, consumer, and pharma sectors. Learn how to identify early trends, spot “tailwind” industries, and use AI tools like ChatGPT to analyze company reports smarter. You’ll also discover how India’s premiumization and consumption cycles are shaping the next phase of growth—and how to find the best small & mid-cap opportunities for the coming years.🎧 Perfect for investors who want clear, actionable insights—not noise.

Send us Fan MailIn this episode, we decode why PPFAS Mutual Fund has invested in Zydus Wellness — the company behind brands like Sugar Free, Everyuth, Nutralite, and Max Protein. You’ll learn how Zydus is shifting from seasonal FMCG products to fast-growing health and nutrition categories, expanding across India and even into Europe. We also discuss key insights on growth, acquisitions, valuations, and risks — all in a clear, easy-to-understand way.

Send us Fan MailEver wondered who really wins when the temperature rises?In this episode, we break down India’s air conditioner industry — its seasonality, growth drivers, and profit pool. You’ll learn how the entire value chain works, from component makers to brands, and discover insights from five major companies shaping India’s cooling story. A must-listen for anyone who wants to understand where the real long-term opportunities lie.

Send us Fan MailIn this episode of SOIC Podcast, Co-Founders of Persistence Capital, Ishmohit Arora and Siddhant Bhandari (CIO & Global Investor), break down the big themes shaping markets in India and across the world.You’ll learn:Why some stocks rise on growth-at-any-price and the risks behind themHow to spot self-help stories — companies that reinvent themselves and create long-term wealthThe global megatrends driving the future: AI, power demand, defense, and Trump tradesInsights on the Indian market outlook and what divergence with global markets means for investorsPerfect for investors who want clear mental models, global context, and practical frameworks to navigate markets with confidence.

Send us Fan MailIn this episode, we break down the alcohol industry in India — from market size and categories to pricing, premiumization, and consumer trends. You’ll learn how volume and value growth differ, why premiumization is driving higher margins, and what challenges the industry faces with high taxes, strict regulations, and advertising bans. We also explore key mental models to understand what makes a company successful in this space, including cost control, distribution, exports, and focus on high-value products. And finally, we cover six of the best businesses in this sector to give you a complete picture of where the future opportunities lie. 

Send us Fan MailIn this SOIC Podcast, Digant Haria (Co-Founder, GreenEdge Wealth Services LLP) breaks down the NBFC and Banking cycle and explains how investors can prepare for the next upcycle.You will learn:How to understand good vs. weak cycles in financial servicesA framework to analyze NBFCs and Banks across 7 sub-segmentsInsights from 40–45 leading companies in the sectorHow to pre-position as an investor before the next growth waveThis episode is packed with practical frameworks and real-world examples to help you think beyond company quality and focus on timing cycles for smarter investing.📌 Note: This discussion is for educational purposes only and not stock recommendations.

Send us Fan MailIn this SOIC Podcast, Prabhakar Kudva (Samvitti Capital) shares insights from 17+ years of investing experience. We discuss how markets move through bull, bear, and sideways phases, why sideways markets are becoming more common, and what patterns emerge during corrections. You’ll learn the biggest mistakes investors make, how to avoid them, and practical ways to thrive in corrections. A must-listen for anyone serious about building a long-term investing mindset in 2025 and beyond. 

Send us Fan MailWelcome to SOIC Business Analysis. In today’s episode, we break down one of the most important moves by the Indian government — the recent GST cuts. We’ll understand why GST rates were reduced, what it means for the economy, and which sectors are the biggest beneficiaries.From autos and banks to consumer goods, dairy, travel, apparel, footwear, consumer durables, and cement — we’ll look at the value chain of each industry and how these changes can impact growth, credit demand, and the stock market.If you want to learn how policy decisions translate into business opportunities and investment insights, this episode is for you. Stay tuned till the end for clear takeaways you can apply as an investor.

Send us Fan MailIn this episode of SOIC, we simplify the powerful SOTP (Sum of the Parts) valuation framework, a method to value complex businesses with multiple segments. Using easy analogies like the cake example and real-world case studies, you’ll learn how to apply Conglomerate Discount and Holding Company Discount, and see step by step how Edelweiss can be valued by breaking down its 7 business units—Asset Management, NBFC, Mutual Funds, Insurance, Housing Finance, and ARC. By the end,  We also discuss future triggers like IPOs, demergers, and business break-evens, giving you the same lens that smart investors use to track opportunities. 

Send us Fan MailIn this episode of SOIC, we explore how retail investors can check if company management is truly walking the talk. Using a simple AI prompt, we share real case studies of Hikal, JK Lakshmi Cement, TD Power Systems, and Mayur Uniquoters. This framework will help you create a management report card before investing and make smarter stock market decisions.

Send us Fan MailWondering how India’s markets and industries are performing? In this episode, we decode Q1 FY26 results like never before — from the broader indices to sector standouts like banking, pharma, healthcare, IT, defence, and transmission. Discover companies delivering 50%+ PAT growth, key macro triggers, RBI’s policy shifts, and the next big themes to watch. Perfect for investors who want insights, not noise.