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The SOIC Podcast
SOIC: School of Intrinsic Compounding
278 episodes
4 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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One Industry Behind India’s Factory Boom (Pre-Engineered Buildings)
The SOIC Podcast
43 minutes 54 seconds
1 week ago
One Industry Behind India’s Factory Boom (Pre-Engineered Buildings)

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 the PEB sector is, its total addressable market, and why it’s becoming a key part of India’s private capex boom. We’ll explain how the industry works, its short order cycle, high operating leverage, and what drives growth. We’ve also covered many leading Indian companies operating in this space, comparing their capacities, business models, and regional focus. You’ll also learn about the key risks, valuations, and technical trends shaping the sector. By the end, you’ll understand how the PEB industry is driving India’s new wave of efficient, next-gen manufacturing infrastructure.

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!