Publishing Details
Contact & Outreach
About This Podcast
Explore Statistics
Recent Episodes
AI proof IT Business
In 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…
S1E520 When will the Bull Market Start? Q4FY26 Earnings Check
In 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…
S1E519 A Hidden Indian Company Inside Every Protein Shake, Bakery & Tablet You Consume!!
In 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,…
S1E518 The Biggest AI Winner
In 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…
S1E517 One Invisible Business With a Hidden Moat
This 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…
S1E516 The ETF King of India
In 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…
S1E515 This sector will explode in India | Deep Tech: Semiconductor, Drones & Defence
In 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…
S1E514 India’s Next Big CDMO Winner?
In 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…
S1E513 One Super Unique Semiconductor Stock
In 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…
I Studied India's Lead Recycling Industry and Found this Company!
In 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,…
S1E511 A Unique Market Leader with Tailwinds? | Semiconductors, Green Energy, Data Centres
In 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…
S1E510 One AI Tool to catch Market Bottom
In 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…
S1E509 I Studied India's ENTIRE Recession-Proof Healthcare Sector
In 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…
S1E508 Reality of Microcap Investing no one talks about
In 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…
S1E507 I Found These Interesting Mutual Funds & ETFs — Global & Indian Both
In 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,…
S1E506 My Strategy for this Market Botton
In 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…
S1E505 4 AI powered IT Businesses
The 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…
S1E504 How to manage market crashes ?
In 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…
S1E503 Market Pulse 2026: Small Caps, AI Beneficiaries & Data Center Proxies
In 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…
S1E502 Will AI kill the Indian IT Sector or Deep Value Opportunity?
In 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…
Frequently Asked Questions
The SOIC Podcast has published 315 episodes since June 2021, covering topics in Business, Investing.
The SOIC Podcast is currently highly active with new episodes weekly. Average episode length is 34m.
Sign up on Grep.FM to access contact details for The SOIC Podcast, including email and social media links.
Similar Podcasts
Investment Satsang by Parimal Ade and Gaurav Jain - A Spiritual Approach to Investing
InvestYadnya
37 episodes
Sanjay Kathuria Podcast
Sanjay Kathuria Podcast
67 episodes
The Big Bullion Show With Virendra Vyas
Virendra Vyas
5 episodes
Value Research Hindi
Value Research
603 episodes
Retirement Planning : Your Number Won’t Save You
Nilesh Prabhu
5 episodes
Indian Smart Money — Wealth Creation and Strategic Property Investment in Dubai and the UAE
Poseidon Real Estate International
22 episodes