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The SOIC Podcast The SOIC Podcast SOIC Ground Floor Government Ground Floor Government PhoneLive.io Financial Issues Financial Issues BizTalkPodcasts Focus with Paul W. Smith Focus with Paul W. Smith Cumulus Media Detroit Roommates Show with Jalen Brunson & Josh Hart Roommates Show with Jalen Brunson & Josh Hart Playmaker and iHeartPodcasts Closing Market Report Closing Market Report Todd E. Gleason Europe Calling Podcast Europe Calling Podcast Europe Calling e.V., Maximilian Fries, Amélie Pasmanns Your Brain at Work Your Brain at Work Neuroleadership Institute Biz Talk Today TV Biz Talk Today TV Evergreen Podcasts | CrossCheck Media This Morning With Gordon Deal This Morning With Gordon Deal Compass Media Networks Visit Vegas Places with Coyal Visit Vegas Places with Coyal Coyal Harrison III The Nonprofit Show The Nonprofit Show American Nonprofit Academy Markets Now with Michelle Rook Markets Now with Michelle Rook Michelle Rook Sports Marketing Machine Podcast Sports Marketing Machine Podcast Jeremy Neisser The Unstuck Career The Unstuck Career Ken Williams Path To Passive: Real Estate Investing For Technology Professionals Path To Passive: Real Estate Investing For Technology Professionals Steven Arita Ctrl-Alt-Speech Ctrl-Alt-Speech Mike Masnick & Ben Whitelaw TV Santa Barbara TV Santa Barbara TV Santa Barbara Power Analysis Power Analysis Anthony Power & Bryce McNallie Felix Podcast Felix Podcast online kgrtech The LAB with Bryon Ellington The LAB with Bryon Ellington eXp University Authentic Marriage Podcast Authentic Marriage Podcast Love for a Lifetime AI Security, Cyber Risk, and Cloud Strategy on ClearTech Loop AI Security, Cyber Risk, and Cloud Strategy on ClearTech Loop ClearTech Research / Jo Peterson Call Sheet Confessions Call Sheet Confessions Mia LePage KeyConnectAI: The Revenue Playbook KeyConnectAI: The Revenue Playbook KeyconnectAI Business Roundtable Business Roundtable David W. Carr PWTorch Dailycast PWTorch Dailycast Pro Wrestling Torch Peter Pru | Option Sellers School Peter Pru | Option Sellers School Peter Pru ¡Nadie Me Preguntó! ¡Nadie Me Preguntó! Alejandro Salomon Unemployable with Jeff Dudan Unemployable with Jeff Dudan Homefront Brands, Jeff Dudan New Media Show (Audio) New Media Show (Audio) Rob Greenlee New Media Show (Video) New Media Show (Video) Rob Greenlee Living Free in Tennessee - Nicole Sauce Living Free in Tennessee - Nicole Sauce Nicole Sauce Drinks With Dee Drinks With Dee Dee Daniels Brazil Crypto Report Brazil Crypto Report Aaron Stanley Lead Better Lead Better Admired Leadership The MORE Show The MORE Show Justin Colby, Bleav, Justin Colby
The SOIC Podcast

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The SOIC Podcast

SOIC

Will PPFAS make a comeback?

June 26, 2026 7:30am 26 min

Send us Fan MailIn this episode, Ishmohit Arora and Sarthak Garg, Co-founders of SOIC, discuss the investment strategy of PPFAS Mutual Fund and why it has become one of the most talked-about funds in India. They explain ...

This Company Owns 0 Cars

June 21, 2026 12:30am 41 min

Send us Fan MailIn this episode, we deep dive into CarTrade Tech, one of India’s leading internet-based automotive marketplace businesses. We explore the listings business model, CarTrade’s competitive advantages, OLX ac...

One EV beneficiary?

June 14, 2026 12:30am 45 min

Send us Fan MailIn this episode, we break down Minda Corporation and the broader Auto Ancillary industry using six key mental models that help identify winning businesses. We analyze the company’s business model, product...

AI proof IT Business

June 07, 2026 12:30am 40 min

Send us Fan MailIn this episode, we analyze Indegene, a Life Sciences and Pharma-focused IT services company, and explore how AI is reshaping the IT industry. We discuss the right mental model for evaluating IT companies...

When will the Bull Market Start? Q4FY26 Earnings Check

May 31, 2026 12:30am 29 min

Send us Fan MailIn this SOIC earnings special, we analyze the latest quarterly results across 1,400+ Indian companies and identify where growth is emerging beyond the major indices. We discuss key themes shaping the mark...

A Hidden Indian Company Inside Every Protein Shake, Bakery & Tablet You Consume!!

May 23, 2026 11:30pm 50 min

Send us Fan MailIn this episode, we deep dive into Sudeep Pharma and understand why it stands out as a high-margin business in the pharma and specialty ingredients industry. We discuss the company’s business model, excip...

The Biggest AI Winner

May 17, 2026 12:30am 35 min

Send us Fan MailIn this 7th episode of SOIC’s “20 Unique Businesses” series, we deep dive into Alphabet — one of the world’s most integrated and difficult-to-replicate AI businesses. This episode covers the 5 layers of t...

One Invisible Business With a Hidden Moat

May 10, 2026 12:30am 33 min

Send us Fan MailThis episode covers the 6th unique business in our 20 Unique Businesses series. We discuss a high-quality value-added manufacturing business that transformed from a commodity player into a speciality prod...

The ETF King of India

May 03, 2026 1:30am 42 min

Send us Fan MailIn this episode, we break down Nippon India Asset Management Company and the rapidly growing asset management industry in India. We explore its strong financials, market share gains, and ETF leadership, a...

This sector will explode in India | Deep Tech: Semiconductor, Drones & Defence

April 30, 2026 7:30am 1:03

Send us Fan MailIn this podcast, we sit down with Rajeev Mantri from Navam Capital to break down one of the most important themes for India’s future — deep tech investing.We discuss what deep tech really means, how it is...

India’s Next Big CDMO Winner?

April 25, 2026 12:30am 40 min

Send us Fan MailIn this episode, we break down Sai Life Sciences, the fourth company in our 20 Unique Businesses series, where we explore high-quality companies with strong competitive advantages.Sai Life Sciences is a u...

One Super Unique Semiconductor Stock

April 19, 2026 12:30am 35 min

Send us Fan MailIn this episode, we break down one of the most unique businesses in the world — ASML Holding, a company that sits at the heart of the global semiconductor industry.We explore how a single machine worth $4...

I Studied India's Lead Recycling Industry and Found this Company!

April 15, 2026 8:30am 44 min

Send us Fan MailIn this episode, we break down Gravita India — a fast-growing recycling company benefiting from strong industry tailwinds.We explore how the recycling sector is evolving due to decarbonization, resource s...

A Unique Market Leader with Tailwinds? | Semiconductors, Green Energy, Data Centres

April 11, 2026 7:30am 51 min

Send us Fan MailIn this episode, we break down INOX India, a unique business with strong entry barriers and market leadership.We explore how the company operates in the cryogenic equipment space, enabling the entire indu...

One AI Tool to catch Market Bottom

April 01, 2026 7:30am 17 min

Send us Fan MailIn this episode, we break down a powerful stock market strategy using real data and backtesting.We explore how key factors like PE ratio, Price-to-Book, and earnings growth impact Nifty returns, and why l...

I Studied India's ENTIRE Recession-Proof Healthcare Sector

March 29, 2026 12:30am 1:19

Send us Fan MailIn this episode, we break down the entire healthcare and pharmaceutical industry — one of the most recession-proof sectors in the market.We explore how the healthcare value chain works, from hospitals and...

Reality of Microcap Investing no one talks about

March 26, 2026 6:30am 1:04

Send us Fan MailIn this podcast, we explore the real world of microcap investing — beyond the hype.Microcap stocks can fall 50–60% in bad markets, but they can also deliver massive returns when cycles turn. The key is un...

I Found These Interesting Mutual Funds & ETFs — Global & Indian Both

March 21, 2026 11:30pm 24 min

Send us Fan MailIn this episode, we explore how to invest smartly during a bear market using ETFs and mutual funds.We break down a simple 3-framework approach to ETF investing — focusing on long-term sector trends, under...

My Strategy for this Market Botton

March 15, 2026 12:30am 22 min

Send us Fan MailIn this episode, we analyze the current state of the Indian stock market and understand whether the market is nearing a bottom.We discuss how narratives influence investor behaviour, why market sentiment ...

4 AI powered IT Businesses

March 07, 2026 11:30pm 40 min

Send us Fan MailThe IT sector is facing valuation derating, and many investors believe that Artificial Intelligence could disrupt traditional IT services. But is AI really a threat, or could it actually increase the dema...

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