Podcast Episodes

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

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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…

Published on 11 hours ago

The Product Mix Framework That Turned Two Businesses Into Growth Engines

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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…

Published on 1 week ago

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

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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 s…

Published on 2 weeks ago

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

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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 coll…

Published on 3 weeks ago

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

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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 a…

Published on 4 weeks ago

A Hidden Monopoly Industry: The Airport Business Explained

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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 g…

Published on 1 month ago

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

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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 res…

Published on 1 month, 1 week ago

I Studied the Entire Drone Industry and Found this!

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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 moder…

Published on 1 month, 1 week ago

Why 60,000 Crores Are Chasing This Sector

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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 growt…

Published on 1 month, 2 weeks ago

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

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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…

Published on 1 month, 3 weeks ago