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The SOIC Podcast
SOIC: School of Intrinsic Compounding
278 episodes
2 days ago
🎧 Welcome to the SOIC Podcast! At SOIC (School of Intrinsic Compounding), we’re on a mission to help Indian investors learn how to invest smartly. We share simple stock tips, real-life examples, and lessons from books to help you become a better investor. In every episode, expect: 📊 Easy-to-understand stock analysis 📚 Insights from the best investing books 🧠 Simple mental models 💡 Real-world case studies Follow us to start your journey to smarter investing!
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Investing
Business
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All content for The SOIC Podcast is the property of SOIC: School of Intrinsic Compounding and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
🎧 Welcome to the SOIC Podcast! At SOIC (School of Intrinsic Compounding), we’re on a mission to help Indian investors learn how to invest smartly. We share simple stock tips, real-life examples, and lessons from books to help you become a better investor. In every episode, expect: 📊 Easy-to-understand stock analysis 📚 Insights from the best investing books 🧠 Simple mental models 💡 Real-world case studies Follow us to start your journey to smarter investing!
Show more...
Investing
Business
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I Spent Weeks Researching this Industry - Here’s the Brutal Truth
The SOIC Podcast
1 hour 4 minutes 22 seconds
3 months ago
I Spent Weeks Researching this Industry - Here’s the Brutal Truth

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 regional players build trust with farmers, and why value-added products like cheese, yogurt, and protein are driving the next phase of growth.


We break down:

✅ The full dairy value chain

✅ Why the industry is regional and cyclical

✅ India's top listed and co-operative dairy brands

✅ Where the margins really are

✅ Risks investors must watch

✅ Technical + valuation insights on key stocks


Whether you're an investor, operator, or just curious — this episode will change the way you see your morning milk.

The SOIC Podcast
🎧 Welcome to the SOIC Podcast! At SOIC (School of Intrinsic Compounding), we’re on a mission to help Indian investors learn how to invest smartly. We share simple stock tips, real-life examples, and lessons from books to help you become a better investor. In every episode, expect: 📊 Easy-to-understand stock analysis 📚 Insights from the best investing books 🧠 Simple mental models 💡 Real-world case studies Follow us to start your journey to smarter investing!