The SOIC Podcast

Throrugh our initiative to continuously add value, this time we bring to you one business that is silently leading the green energy revolution in India. This belongs to a sector I never thought I will study in my life as an investor. Investing is funny at times as there is always something to learn. :) Intro  Size of Opportunity Value Chain of Electric Vehicles Proposition of Electric Vehicle...

Intro Size of Opportunity  Value Proposition of Nykaa SOIC Accelerator Pitch & Different Flywheels Valuation & Sources of Risk  How does Nykaa Earns Money?  Optionality In Nykaa  Risks in Nykaa  Valuations Conclusion

Mental Model Lollapalooza Effect Deepak Nitrite Results & Second Leg Story  Interesting Announcement & SOIC Membership Pi Industries Results & Acquisition Update  Laurus Labs Results & Second Leg Story

Dear listeners, we were recently asked a question about whether we will analyse the new age businesses or not? Investing is such a vast field that one can keep learning something new everyday till rest of their lives. In line with our motto of learning together, this time we present to you Policybazaar and its business model in depth! Important things of Insurance Industry  Functions of Web A...

Greetings listeners, we neither consume alcohol nor promote anyone to do so. This is just one of the businesses we had to analyse as requested by the community. We are here to serve you. :) Two Important Mental Models  Different Segments in the Industry  Industry Structure & Consumption Pattern  Three Entry Barriers in the industry  Pricing Control in Different States &...

Consistent Compounding Strategy Compounder 1  Compounder 2  Compounder 3  Compounder 4  Compounder 5  Compounder 6  Compounder 7  Pitfalls in the Strategy & US Nifty 50 Fall  The SOIC Way

Divi's Labs' Secret Sauce  Business Segments  SOIC Update  SOIC Accelerator Pitch  6 Growth Engines of Divi's  Will Laurus be the Divi's?  Antithesis Pointers in Divi's 

It's been almost over a year since we started SOIC and we have received immense love and support from all of you. :) I always planned to share my My Journey and the key learnings. We'll discuss:   The story behind how I started investing. My earlier experiences and the key challenges I faced. As a budding value investor, I am pretty sure you would have encountered the same problems.  The...

In our mission to impart knowledge about various Listed Businesses in India. This time we'll discuss the Top 10 Large Cap Moated Businesses in India which can potentially grow their earnings at a faster pace than NIFTY. The Selection Criteria was to choose businesses that had a Market Cap. between Rs. 25,000 crore and Rs. 4 lakh crore.    Filtration Criteria, NIFTY EPS & Different Cy...

Some of the best-listed wealth generators have conquered a niche and scaled in that niche for multiple years successfully. We'll discuss Acrysil, one one such business that operates in a niche industry that is experiencing tailwinds due to the housing recovery all over the world.  The Business Story is covered in the following parts:   Why study the Sink Industry?   What is the Indu...

What if I told you there is a way to benefit from the Electric Vehicle Revolution, Biotechnology Evolution and the ever-growing Semiconductor Industry? We'll discuss the Top 10 International Moated Businesses which are benefitting from these trends and have low risk business models. This is one of our best videos, as studying international businesses helps us broaden yours and our perspective. For...

The lowest cost producer eventually wins and decimates the market. The IPO is usually a seller's market. It is very difficult to find something that looks extemely interesting. Will this be the best listed chemical company? Which characteristics make a chemical company successful? Integration Strategy is the way forward Experienced Management Running the show What are Performance Chemicals? Key Pr...

Annual Report Review of Neuland Labs Annual Report Review of Tata Elxsi 

"Look for opportunities that have low risk and high uncertainty." -Mohnish Pabrai   Dear listeners, in our constant endeavour to apply investing books in the Indian context, this time we'll be analysing the 'Dhandho Investor' and we will learn about:   1. The Dhandho Framework.  2. Story of Patel's and the Motels.  3. Abhimanyu's Chakravyuh: When to sell?  4. Dhandho oppor...

1. Importance of selecting the right sector 2. History of Birlasoft and Key Management Personnel 3. Change in Strategy of Birlasoft 4. Revenue Composition: Where does it operate in Digital Transformation?  5. Small & Mid Cap IT companies try to operate in micro-niche 6. Case Studies and Key Performance Indicators 7. Business is expecting growth: Contracts 8. P2P Analysis 9. Sources of Ris...

Going through life without basic understanding of probability is like going to an ass kicking competition with only one leg. This is what life is, one big ass kicking competition built on top of a probabilistic world. The very idea that the world of investing is certain is flawed. We are always dealing with odds and probabilities. Turn the odds in your favour by listening to the SOIC podcast!

Q1 Results Update of Neuland Labs & Neogen Chemicals 

"The best business is the one which is like a royalty on the growth of others." Warren Buffett   Recently, I had a conversation with my mother. I told her about the story of a business which is like a locker/Tijori and charges money from the owners of the Tijori whenever they take their stuff (shares) out. Moreover, the company that uses the Tijori also has to pay certain amount per year to t...

Dear listeners, pattern recognition and doing case studies are two things that we prioritise in investing. As bridging the gap between experience and practical insights can only be done through learning via case studies.   In our latest video, we have analysed the Top 10 Mid Cap Moated Businesses in India. We have covered the ones which we haven't on the channel till now. Do let us know what...

Dear listeners, small companies usually outpace their larger peers due to the smaller size and more nimbleness. What we need to pick a small cap are three things, according to Thomas Phelps:   1. Vision to see them.  2. Courage to buy them.   3. Patience to hold them.    In this video, we will discuss 10 interesting businesses from the small cap space which have key trigge...

There is a tide in the affairs of men and it is up to us to recognise and seize those opportunities. We have made a detailed analysis of the IT Industry and the key trends that are driving the growth for few players like Happiest Minds. Do let us know in the comment section  whether you liked the video or if you have any feedback. :) We aim to keep adding value to your journey.   Topics:...