Kansikuva näyttelystä The SOIC Podcast

The SOIC Podcast

Podcast by SOIC

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🎧 Welcome to the SOIC Podcast! SOIC (School of Intrinsic Compounding) helps Indian investors learn how to invest wisely through simple lessons, real-life examples, and case studies.In each episode, you’ll get: 📊 Stock analysis made easy 📚 Key takeaways from investing books 🧠 Mental models to think smarter 💡 Real-world case studies from the stock marketFollow and listen to learn how to become a smarter investor for life.

Kaikki jaksot

94 jaksot

jakson A Hidden Indian Company Inside Every Protein Shake, Bakery & Tablet You Consume!! kansikuva

A Hidden Indian Company Inside Every Protein Shake, Bakery & Tablet You Consume!!

Send us Fan Mail [https://www.buzzsprout.com/1808526/fan_mail/new] 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, 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.

Eilen - 50 min
jakson The Biggest AI Winner kansikuva

The Biggest AI Winner

Send us Fan Mail [https://www.buzzsprout.com/1808526/fan_mail/new] 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 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.

17. touko 2026 - 35 min
jakson One Invisible Business With a Hidden Moat kansikuva

One Invisible Business With a Hidden Moat

Send us Fan Mail [https://www.buzzsprout.com/1808526/fan_mail/new] 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 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.

10. touko 2026 - 33 min
jakson This sector will explode in India | Deep Tech: Semiconductor, Drones & Defence kansikuva

This sector will explode in India | Deep Tech: Semiconductor, Drones & Defence

Send us Fan Mail [https://www.buzzsprout.com/1808526/fan_mail/new] 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 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.

30. huhti 2026 - 1 h 3 min
Loistava design ja vihdoin on helppo löytää podcasteja, joista oikeasti tykkää
Loistava design ja vihdoin on helppo löytää podcasteja, joista oikeasti tykkää
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Todella kiva äppi, helppo käyttää ja paljon podcasteja, joita en tiennyt ennestään.

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3 kuukautta hintaan 7,99 €. Sitten 7,99 € / kuukausi. Peru milloin tahansa.