Send us a text In this episode, we explain why past returns don’t guarantee future returns, even for high-quality businesses. Through real case studies like HDFC Bank, DMart, Page Industries, and Asian Paints, we show how high valuations, slowing growth, and strong market narratives can lead to years of poor or zero returns. You’ll learn why big companies grow slower over time, how competition impacts performance, and how to use a simple framework to question popular, expensive stocks. Thi...
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Send us a text In this episode, we explain why past returns don’t guarantee future returns, even for high-quality businesses. Through real case studies like HDFC Bank, DMart, Page Industries, and Asian Paints, we show how high valuations, slowing growth, and strong market narratives can lead to years of poor or zero returns. You’ll learn why big companies grow slower over time, how competition impacts performance, and how to use a simple framework to question popular, expensive stocks. Thi...
The Product Mix Framework That Turned Two Businesses Into Growth Engines
The SOIC Podcast
34 minutes
3 weeks ago
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...
The SOIC Podcast
Send us a text In this episode, we explain why past returns don’t guarantee future returns, even for high-quality businesses. Through real case studies like HDFC Bank, DMart, Page Industries, and Asian Paints, we show how high valuations, slowing growth, and strong market narratives can lead to years of poor or zero returns. You’ll learn why big companies grow slower over time, how competition impacts performance, and how to use a simple framework to question popular, expensive stocks. Thi...
