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The SOIC Podcast

SOIC

69 episodes

6 days ago

Send us a text In this episode, we share 7 big investing ideas for 2026 to help you invest with clarity after a volatile 2025. You’ll learn how to spot tailwinds, avoid headwinds, build a clear investing setup, and think long term. Each idea is explained using practical company and sector examples, so you can apply it in real investing decisions. You’ll also understand when to stay invested, when to exit, and how compounding works over time. What this episode covers - Tailwinds vs headwinds -...

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Send us a text In this episode, we share 7 big investing ideas for 2026 to help you invest with clarity after a volatile 2025. You’ll learn how to spot tailwinds, avoid headwinds, build a clear investing setup, and think long term. Each idea is explained using practical company and sector examples, so you can apply it in real investing decisions. You’ll also understand when to stay invested, when to exit, and how compounding works over time. What this episode covers - Tailwinds vs headwinds -...

Show more...

Episodes (20/69)

The SOIC Podcast

Top 7 Investing Ideas for 2026 | Themes, Frameworks & Real Examples

Send us a text In this episode, we share 7 big investing ideas for 2026 to help you invest with clarity after a volatile 2025. You’ll learn how to spot tailwinds, avoid headwinds, build a clear investing setup, and think long term. Each idea is explained using practical company and sector examples, so you can apply it in real investing decisions. You’ll also understand when to stay invested, when to exit, and how compounding works over time. What this episode covers - Tailwinds vs headwinds -...

1 day ago

59 minutes

The SOIC Podcast

All You Need to Know About the Jewellery Sector | Industry Expert Masterclass

Send us a text In this episode, we deep-dive into the Indian Jewellery Industry with Abhishek Jain — a jeweller with over 30 years of industry experience and an active investor. This podcast covers the complete jewellery business from an investor’s point of view, including: Jewellery industry basics & value chainNational and regional players and how they scaleKey investor metrics like margins, ROCE, studded ratio & inventory turnsContract manufacturers and their unit economicsCertific...

1 week ago

56 minutes

The SOIC Podcast

The Product Mix Framework That Turned Two Businesses Into Growth Engines

Send us a text In this episode of SOIC, we discuss a powerful investing mental model called product mix change. We analyze two precision engineering companies — SANSERA Engineering and Shriram Pistons & Rings — to understand how legacy auto businesses are using their cash flows to build future-ready segments. Sansera is moving beyond ICE auto components into aerospace, defence, semiconductors, and EV-agnostic parts, while Shriram Pistons is using its pistons business as a cash cow to expa...

2 weeks ago

34 minutes

The SOIC Podcast

Market Correction or Bear Market? Top-Down Analysis & Sector Insights

Send us a text In this episode of SOIC, we do a complete top-down analysis of the Indian stock market. We break down why the market is in a bear phase, where valuation comfort is emerging, and which sectors are weakening or improving. We analyze B2G-linked sectors, EMS, solar, transformers, consumption, financials, and small caps, using valuations, market breadth, and cycle analysis. You’ll also learn how to spot opportunities during volatility, understand sector rotation, and prepare for t...

3 weeks ago

1 hour 2 minutes

The SOIC Podcast

How I pick my Mutual Fund investments | Best list for 2026

Send us a text In this episode, you will learn everything about Mutual Funds for 2026 and beyond. We explain the difference between mutual funds and active stock picking, why thinking like a unit collector is important, and how to build wealth using SIP. You will also learn a simple framework to choose mutual funds, which flexi cap, mid cap, and small cap funds are worth tracking, and how to use ETFs and passive investing for the next few years. This episode is perfect for beginners as well ...

4 weeks ago

49 minutes

The SOIC Podcast

Why I Love Peter Lynch’s Proxy Framework (with Case Studies)

Send us a text In this episode, you’ll learn the core idea of Proxy Investing - a simple way to find companies that benefit from big trends without being in the spotlight. You’ll learn how suppliers and enablers grow faster than the main industry players, how downstream companies profit from themes like AI, data centers, power, chemicals and industrialization, and how to identify these proxies using value chains, order books and tailwinds. With clear examples from India and global markets, th...

1 month ago

46 minutes

The SOIC Podcast

A Hidden Monopoly Industry: The Airport Business Explained

Send us a text In this episode, we break down the airport operators industry — a toll-road style business with high entry barriers, predictable cash flows, and long-term growth potential. We explore global case studies, India’s aviation value chain, and a deep dive into key companies. We also cover revenue models, valuations, risks, and the future outlook of the sector. If you’re interested in asset-heavy businesses and long-term compounding themes, this episode is for you.

1 month ago

35 minutes

The SOIC Podcast

Q2FY26 Decoded: Growth, Margins, Guidance-Who Really Won?

Send us a text This special SOIC podcast with Ishmohit Arora dives deep into the Q2 FY26 earnings season and the real trends shaping India’s markets. We break down which sectors delivered standout results — from Pre-Engineered Buildings, Banks/NBFCs, Auto Ancillaries, Shipbuilding, Telecom, Ports & Airports, to strong performers in Diagnostics, Ratings, and Power. You’ll also learn how earnings downgrades are bottoming out, which sectors show early strength for H2, and the concalls every ...

1 month ago

43 minutes

The SOIC Podcast

I Studied the Entire Drone Industry and Found this!

Send us a text Get ready for an exclusive deep dive into one of the fastest-growing industries on the planet — Drones & Anti-Drone Systems. You’ll learn why this has become a sunrise sector, how modern warfare is changing, the full drone value chain, key components, global leaders, Indian players, and how drones are now used in defence, agriculture, logistics, and critical infrastructure. A quick but powerful overview of where the future of unmanned systems is headed.

1 month ago

1 hour 34 minutes

The SOIC Podcast

Why 60,000 Crores Are Chasing This Sector

Send us a text In this episode, we break down why FIIs are increasing investments in the Banking & NBFC sector. We explain the 3 key banking cycles—net interest margins, asset quality, and credit growth—and how all three are improving right now. You’ll also learn the ROA framework to evaluate banks/NBFCs, understand NPA trends, and why guidance from major lenders points to stronger credit growth ahead. We also discuss why this could be the early phase of a new sector upcycle, with banks ...

1 month ago

32 minutes

The SOIC Podcast

One Industry Behind India’s Factory Boom (Pre-Engineered Buildings)

Send us a text Welcome to this episode by SOIC, where we break down India’s fast-growing Pre-Engineered Building (PEB) sector — the backbone of modern manufacturing. In this episode, you’ll learn what the PEB sector is, its total addressable market, and why it’s becoming a key part of India’s private capex boom. We’ll explain how the industry works, its short order cycle, high operating leverage, and what drives growth. We’ve also covered many leading Indian companies operating in this space,...

1 month ago

43 minutes

The SOIC Podcast

I Studied World’s Battery Energy Storage System (BESS) and Found this! Complete Breakdown | Indian Stocks

Send us a text In this episode, we dive deep into the Battery Energy Storage (BESS) landscape — one of the most exciting and fast-evolving parts of India’s clean energy future. You’ll learn about the need for BESS, the TAM (Total Addressable Market) of the industry, and how it fits into the global shift toward renewable power. We explore the international and Indian value chains, understand where the real profit pools lie, and discuss the key risks and challenges shaping this emerging sector....

1 month ago

1 hour 8 minutes

The SOIC Podcast

SOIC Diwali Special 2025 | Long Term Themes, Result updates, Triggers & Research Frameworks

Send us a text In this Diwali special SOIC podcast, Ishmohit Sir and Amit decode the latest Q2 results and share insights across banking, auto, consumer, and pharma sectors. Learn how to identify early trends, spot “tailwind” industries, and use AI tools like ChatGPT to analyze company reports smarter. You’ll also discover how India’s premiumization and consumption cycles are shaping the next phase of growth—and how to find the best small & mid-cap opportunities for the coming years. 🎧 Pe...

2 months ago

1 hour 9 minutes

The SOIC Podcast

PPFAS is buying this emerging FMCG Giant!

Send us a text In this episode, we decode why PPFAS Mutual Fund has invested in Zydus Wellness — the company behind brands like Sugar Free, Everyuth, Nutralite, and Max Protein. You’ll learn how Zydus is shifting from seasonal FMCG products to fast-growing health and nutrition categories, expanding across India and even into Europe. We also discuss key insights on growth, acquisitions, valuations, and risks — all in a clear, easy-to-understand way.

2 months ago

23 minutes

The SOIC Podcast

Smart Investors are studying this 1,78,000 Crore industry NOW!

Send us a text Ever wondered who really wins when the temperature rises? In this episode, we break down India’s air conditioner industry — its seasonality, growth drivers, and profit pool. You’ll learn how the entire value chain works, from component makers to brands, and discover insights from five major companies shaping India’s cooling story. A must-listen for anyone who wants to understand where the real long-term opportunities lie.

3 months ago

41 minutes

The SOIC Podcast

Top 4 themes of Bull market decoded with Siddhant Bhandari

Send us a text In this episode of SOIC Podcast, Co-Founders of Persistence Capital, Ishmohit Arora and Siddhant Bhandari (CIO & Global Investor), break down the big themes shaping markets in India and across the world. You’ll learn: Why some stocks rise on growth-at-any-price and the risks behind themHow to spot self-help stories — companies that reinvent themselves and create long-term wealthThe global megatrends driving the future: AI, power demand, defense, and Trump tradesInsights on ...

3 months ago

55 minutes

The SOIC Podcast

Alcohol Stocks: Don't Buy Until You See This Sector Value Chain

Send us a text In this episode, we break down the alcohol industry in India — from market size and categories to pricing, premiumization, and consumer trends. You’ll learn how volume and value growth differ, why premiumization is driving higher margins, and what challenges the industry faces with high taxes, strict regulations, and advertising bans. We also explore key mental models to understand what makes a company successful in this space, including cost control, distribution, exports, and...

3 months ago

41 minutes

The SOIC Podcast

How to Play the Next NBFC & Banks Upcycle | SOIC with Digant Haria

Send us a text In this SOIC Podcast, Digant Haria (Co-Founder, GreenEdge Wealth Services LLP) breaks down the NBFC and Banking cycle and explains how investors can prepare for the next upcycle. You will learn: How to understand good vs. weak cycles in financial servicesA framework to analyze NBFCs and Banks across 7 sub-segmentsInsights from 40–45 leading companies in the sectorHow to pre-position as an investor before the next growth waveThis episode is packed with practical frameworks and r...

3 months ago

1 hour 54 minutes

The SOIC Podcast

How this Super Investor is preparing for Next Bull Run?

Send us a text In this SOIC Podcast, Prabhakar Kudva (Samvitti Capital) shares insights from 17+ years of investing experience. We discuss how markets move through bull, bear, and sideways phases, why sideways markets are becoming more common, and what patterns emerge during corrections. You’ll learn the biggest mistakes investors make, how to avoid them, and practical ways to thrive in corrections. A must-listen for anyone serious about building a long-term investing mindset in 2025 and beyo...

3 months ago

1 hour 11 minutes

The SOIC Podcast

4 Biggest Beneficiaries of GST cut

Send us a text Welcome to SOIC Business Analysis. In today’s episode, we break down one of the most important moves by the Indian government — the recent GST cuts. We’ll understand why GST rates were reduced, what it means for the economy, and which sectors are the biggest beneficiaries. From autos and banks to consumer goods, dairy, travel, apparel, footwear, consumer durables, and cement — we’ll look at the value chain of each industry and how these changes can impact growth, credit demand,...

3 months ago

25 minutes