Podcast Episodes

Why did super investors buy this?

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In this episode of SOIC, we simplify the powerful SOTP (Sum of the Parts) valuation framework, a method to value complex businesses with multiple segments. Using easy analogies like the…

Published on 3 months, 3 weeks ago

Catch Management Lies with Al (in 20 Mins!)

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In this episode of SOIC, we explore how retail investors can check if company management is truly walking the talk. Using a simple AI prompt, we share real case studies of Hikal, JK Lak…

Published on 3 months, 3 weeks ago

Fastest Growth Businesses|Q1FY26 Results review

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Wondering how India’s markets and industries are performing? In this episode, we decode Q1 FY26 results like never before — from the broader indices to sector standouts like banking, ph…

Published on 4 months ago

7 Big Themes | Independence Day Special

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In this episode, you’ll learn about 7 powerful themes driving India’s growth – pharma distribution, premium SUVs, solar pumps, premium alcohol, gold finance, power transmission, and nex…

Published on 4 months, 1 week ago

Best CDMO Results in Q1FY26

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Ever wondered which CDMOs are driving growth—and where the hidden risks are? In this episode, we unpack the Q1 FY26 results of leading players, including Ami Organics, Laurus Labs, Neul…

Published on 4 months, 1 week ago

Will Banks & NBFCs make a Big Comeback?

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In this episode, we break down the current state of India’s NBFC and banking sector to assess whether a true revival is underway. From RBI’s liquidity tightening to rising NPAs, we expl…

Published on 4 months, 2 weeks ago

When will the next bull run start?

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In this thought-provoking episode, Siddhant Nautiyal from SOIC dives into a real conversation with Ishmohit on today’s confusing market. Is this the start of a new bull run — or are we …

Published on 4 months, 3 weeks ago

I Spent Weeks Researching this Industry - Here’s the Brutal Truth

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In this episode, we dive deep into one of India's most powerful and underappreciated sectors — the dairy industry. You'll learn how milk moves from rural farms to urban shelves, how reg…

Published on 5 months ago

Motilal Oswal vs Edelweiss vs JM Finance: Will they create wealth?

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In this episode, we analyze how Indian capital market companies like Motilal Oswal, Edelweiss, and JM Financial are shifting from transaction-based income to more stable, recurring reve…

Published on 5 months, 1 week ago

I studied the Defence Sector | Complete Value Chain Decoded

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Welcome to today’s deep dive on the global and Indian defence sector — where geopolitics, military innovation, and stock market opportunities come together.

In this episode, we explore:

Published on 5 months, 1 week ago