Podcast Episodes
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Will PPFAS make a comeback?
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In this episode, Ishmohit Arora and Sarthak Garg, Co-founders of SOIC, discuss the investment strategy of PPFAS Mutual Fund and why i…
7Â hours ago
This Company Owns 0 Cars
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In this episode, we deep dive into CarTrade Tech, one of India’s leading internet-based automotive marketplace businesses. We explore…
5Â days, 14Â hours ago
One EV beneficiary?
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In this episode, we break down Minda Corporation and the broader Auto Ancillary industry using six key mental models that help identi…
1Â week, 5Â days ago
AI proof IT Business
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In this episode, we analyze Indegene, a Life Sciences and Pharma-focused IT services company, and explore how AI is reshaping the IT …
2Â weeks, 5Â days ago
When will the Bull Market Start? Q4FY26 Earnings Check
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In this SOIC earnings special, we analyze the latest quarterly results across 1,400+ Indian companies and identify where growth is em…
3Â weeks, 5Â days ago
A Hidden Indian Company Inside Every Protein Shake, Bakery & Tablet You Consume!!
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In this episode, we deep dive into Sudeep Pharma and understand why it stands out as a high-margin business in the pharma and special…
1Â month ago
The Biggest AI Winner
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In this 7th episode of SOIC’s “20 Unique Businesses” series, we deep dive into Alphabet — one of the world’s most integrated and diff…
1Â month, 1Â week ago
One Invisible Business With a Hidden Moat
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This episode covers the 6th unique business in our 20 Unique Businesses series. We discuss a high-quality value-added manufacturing b…
1Â month, 2Â weeks ago
The ETF King of India
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In this episode, we break down Nippon India Asset Management Company and the rapidly growing asset management industry in India. We e…
1Â month, 3Â weeks ago
This sector will explode in India | Deep Tech: Semiconductor, Drones & Defence
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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 …
1Â month, 3Â weeks ago