Podcast Episodes

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

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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 …

Published on 1 month, 3 weeks ago

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

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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 earl…

Published on 2 months, 1 week ago

PPFAS is buying this emerging FMCG Giant!

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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…

Published on 2 months, 2 weeks ago

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

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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…

Published on 2 months, 3 weeks ago

Top 4 themes of Bull market decoded with Siddhant Bhandari

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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…

Published on 3 months ago

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

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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 …

Published on 3 months ago

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

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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 wil…

Published on 3 months ago

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

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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 wil…

Published on 3 months, 1 week ago

How this Super Investor is preparing for Next Bull Run?

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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…

Published on 3 months, 1 week ago

4 Biggest Beneficiaries of GST cut

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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 …

Published on 3 months, 2 weeks ago