The SOIC Podcast

This episode will cover the Banking sector. We'll cover- 1. Bullish prospects. 2. Sector's Narrative. 3. Bottoms up Data analysis. 4. Fundamental view. 5. Technical view. 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.

In this episode we'll cover a business analysis on Sudarshan Chemical Industries Limited. 1. We'll make sense of their history. 2. How Capital Cycle can play out. 3. Supply side analysis. 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.

Hi Tribe Members, 🎉 Exciting News! Join us on this informative journey into the intricacies of the Airlines Industry, featuring a detailed analysis of Indigo (Interglobe Aviation Ltd.)! 🌐✈️ In this podcast, we dive deep into the often tricky world of aviation, addressing the concerns that make investors wary. But fear not! We've crafted an easy-to-digest breakdown of the major differences be...

SOIC 'How to' Videos 📝 XIRR Calculations - https://docs.google.com/spreadsheets/... SOIC Hack Sheet for XIRR - https://docs.google.com/spreadsheets/... 🏫 SOIC Membership (Use Code: SOICBONUS10 for 1 year of membership): https://learn.soic.in/learn/SOIC-Course 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (...

This podcast will cover- 00:05 To find market leading companies, focus on supply side dominance. 02:22 Kilos Ka Ferrous is an upstream manufacturer of pig iron and iron castings. 06:30 Shivalik Biometals and Permanent Magnets are market leaders in their respective domains. 08:16 Shunts are used in various parts of electric vehicles and other systems. 12:15 This video talks about the importance of...

This podcast will throw light on- The Impact of working capital on cash flow for the company. Promoter holding decrease Headwinds for this niche 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.

In this podcast we'll learn P2P analysis - recently we covered how to study IPO, DRHP when Tata Tech.'s IPO was released. P2P means: when you compare a Co.'s valuations with a competitor - when their mix, customers, industry are similar - & how we can create a rough valuations metric. In conclusion- we covered P2P analysis, how Tata tech. is the most expensive ER&D Co. in India...

In today's business analysis we'll cover Concalls of 2 biz. using BRM Framework. We'll study Garware Films and Narayana Hridualaya's Concalls, their products, CapEx plans, Mgmt. guidelines, Risk factors, Valuations and more. 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations...

00:00 Basics of Operating Leverage 11:04 Hospitals 15:36 Hotels & Amusement Parks 23:03 Chemicals 30:07 Pharmaceuticals 35:28 Information & Technology 41:41 Exchanges 43:39 Consumer & Retail 46:56 Banks & Financials 50:13 Find Stocks with Operating Leverage on Screener 55:31 Conclusion & Learnings ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ ﹎ Connect with...

In this podcast we'll cover- 1. What Niche businesses are. 2. VAP Mix. Wire rope biz. expanding margins. 3. Dedicated Acquisition strategy. 4. BRM Framework. 5. Learnings from the 3 businesses covered. 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000...

We'll cover a special framework today called the Trishul Framework. A. Basic meaning: Expanding Margins, Margin Expansion & Reasonable Valuations. B. Co.'s with < 20% EG, long term trajectory of entering value added products or Margin Expansion. C. What stage analysis looks like. For Stage 2 we'll see another interesting framework on TradingView i.e Relative Strength & RSI &...

Businesses Covered: Polycab, Control Print, LT Foods (Daawat), Sonata Software, Newgen Bharat Wires. 📣 DISCLOSURES UNDER SEBI (RESEARCH ANALYST) REGULATIONS, 2014: SOIC Intelligent Research LLP is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000012582.

"Tailwinds propel the wise, while headwinds challenge the resilient. In the stock market's ever-changing climate, it's the skillful navigation through both that defines success." In this analysis we'll cover: 1. Headwinds & Tailwinds in the industry. 2. Technical charts. and much more. Looking forward to your learning feedback. 📣 Disclaimer: We are a SEBI-registered Rese...

Topics covered: 1. We'll see the Power Sector value chain first under Business analysis.  2. Power Storage Players. 3. Transmission & Distribution required after generation of power. 4. Why CapEx for renewables is high. 5. Proxies to the Inudstry. 6. Prominent players in Cables & Wires in India. and much more. 📣 Disclaimer: We are a SEBI-registered Research Analyst. This video is only...

I n today's business analysis, we'll compare these Small Finance Banks - AU, Equitas & Ujjivan. We'll compare Secured & Unsecured loans. What are they? We'll see NIMs, CASA, Cross Cycle analysis, & BVPS of all 3 SFBs.

"Investment is where you find a few great companies and then sit on your ass." — Peter Lynch Dear Tribe Members, We trust this message finds you well. We're thrilled to announce the launch of our latest YouTube video, where we unravel the world of consumer stocks listed on the Indian stock markets. 📺 Watch Now:    • 15 Super Interesting Consumer Stocks!...   In this engaging video,...

In this episode of Technical Analysis by a Chartist, we'll go through: 1. History of Technical Analysis 2. Signal of Trend Reversals 3. Tools for Long Term investors 4. Role played by Volumes 5. Moving Average 6. Relative Strength 7. Riding with the Trend Thank you for being a part of our community, and we look forward to sharing this exciting journey with you. Feel free to share your thoughts...

"I don't look to jump over seven-foot bars; I look around for one-foot bars that I can step over." — Warren Buffett Dear Tribe Members, 🌟We are thrilled to announce the release of our latest Podcast, "A Forgotten FMCG Multibagger" 🚀, where we dive deep into the exciting transformation happening at FMCG Giant. 🇮🇳 In this captivating podcast, we cover everything you need to...

“Many shall be restored that now are fallen and many shall fall that now are in honour.” --- Horace Dear Tribe Members, Have you ever wondered why some stocks skyrocket to unimaginable heights, only to fall back to Earth? Well, in our upcoming video, we delve into this fascinating phenomenon using a simple analogy that will blow your mind! Join us as we explore the rollercoaster journey of a chemi...

0:00:00 Ch 1 - Introduction 0:12:35 Ch 2 - Stock Threads & Resources 0:25:23 Ch 3 - 10 Hidden Gems Case Studies 0:52:04 Ch 4 - Top Profiles on ValuePickr 1:21:00 Ch 5 - Epic Tool for Learning 1:34:38 Ch 6 - Building Pattern Recognition 1:43:43 Ch 7 - Creating Threads 📣 Disclaimer: We are a SEBI-registered Research Analyst. This video is only meant for educational purposes and nothing constitu...

Greetings from SOIC! Dear Tribe Members, This video explores a wide array of diverse industries, providing you with a comprehensive perspective on the topic. We've expanded our coverage to include: 1. Infrastructure Projects: Huge capex surge in India related to airports, bridges and more. 2. Steel Industry: A large producer of Steel with value-added properties that is making it a differentiat...

“If you can follow only one bit of data, follow the earnings - assuming the company in question has earnings. I subscribe to the crusty notion that sooner or later earnings make or break an investment in equities.” — Peter Lynch Today, we are thrilled to bring you an insightful and captivating new video that delves into the remarkable journey of Rainbow Children's Medicare Ltd., a very special...

In today's Industry Analysis we'll cover: New Age LI batteries, Legacy batteries, Industry players, Entire ecosystem, Why are we doing this video? So that our knowledge of diff. sectors ↑. When we talk of LI batteries- World's energy storage requirement is ↑.  Why are energy storage requirements ↑? Intermittent- Sun may not always be out. Wind might not always blow. These days there ar...

Today we'll try to screen stocks that can have value in current Mkt. scenario. 1st stock - Aarti Pharmalabs 2nd stock - M M Forgings 3rd stock - Amara Raja Batteries Ltd. 4th stock - Mayur Uniquoters — 5th stock - New meme stock. Previously ITC, now HDFC is the next ITC. 📣 Disclaimer: We are a SEBI-registered Research Analyst. This video is only meant for educational purposes and nothing cons...

In today's podcast we'll cover: 1) Talbros result (keep your homework ready to catch the opportunity whenever time comes) 2) Key thing to track: Companies which are becoming stable from cyclicality is a 00:00 Introduction 04:48 1st Business 15:52 2nd Business 18:34 3rd Business 21:58 4th Business 24:49 5th Business 27:55 6th Business