The SOIC Podcast

"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:...