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The SOIC Podcast The SOIC Podcast SOIC The Pope's Voice The Pope's Voice Radio Vaticana - Vatican News Page Turners Club - Kids Story Time Podcast Page Turners Club - Kids Story Time Podcast Page Turner St Barnabas Anglican Church St Barnabas Anglican Church St Barnabas Anglican Church AFL Daily AFL Daily AFL الضوضاء البيضاء للنوم الضوضاء البيضاء للنوم الضوضاء البيضاء لنوم الرضيع E o vencedor é... E o vencedor é... Observador BBC Sports News BBC Sports News BBC AI Fire Daily AI Fire Daily AIFire.co Makdisi Street Makdisi Street Makdisi Bros. The Adoption Wait The Adoption Wait Adopting.com Trading with Jesus Trading with Jesus Corey Robinson When We Were Kings When We Were Kings Perfect Day Media CBS Radio Mystery Theater | Old Time Radio CBS Radio Mystery Theater | Old Time Radio Old time Retro Radio CARNIVORE EVOLUTION CARNIVORE EVOLUTION Mark Ennis and Victoria Olson Morgonpasset i P3 – Gästen Morgonpasset i P3 – Gästen Sveriges Radio Men In Blazers Men In Blazers Men In Blazers Sew Much More Sew Much More Ceil DiGuglielmo Strictly Anonymous Confessions Strictly Anonymous Confessions Kathy Kay Lead the Team (Top 2% of Podcasts) Lead the Team (Top 2% of Podcasts) Ben Fanning チャポンと行こう! チャポンと行こう! 北欧、暮らしの道具店 El ojo crítico El ojo crítico Radio Nacional Natural Super Kids Podcast Natural Super Kids Podcast Jessica Donovan Here For The Truth Here For The Truth Joel & Yerasimos 爆笑問題の日曜サンデー 爆笑問題の日曜サンデー TBS RADIO 英語で国内ニュース 英語で国内ニュース 内田サラ The Morning Brief The Morning Brief Jeff Bechtel Reddit Stories Podcast - Mr. Redder Reddit Stories Podcast - Mr. Redder mr redder INSIGHT TODAY INSIGHT TODAY Matt Sheriff Labrador: Crime Fighters Around the World丨Adventures on Bubble Island Sheriff Labrador: Crime Fighters Around the World丨Adventures on Bubble Island BabyBus Cyber Daily News Cyber Daily News Digital Pipelines белый шум для сна и концентрации белый шум для сна и концентрации белый шум для сна SriVaishnava Sampradaya Daily Sandhai Class SriVaishnava Sampradaya Daily Sandhai Class Shri U. Ve. Paraasara Thirumalai Bhattar Swamy of Srirangam Reflections Reflections Livewire Labs 普通玩家 | CommonPlayer 普通玩家 | CommonPlayer 普通玩家 | CommonPlayer Voice of Nor Serount Armenian Radio - «Նոր Սերունդի Ձայն» Հայկական Ռատիոժամ Voice of Nor Serount Armenian Radio - «Նոր Սերունդի Ձայն» Հայկական Ռատիոժամ Voice of Nor Serount 臺海風雲匯 臺海風雲匯 海峽之聲
The SOIC Podcast

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The SOIC Podcast

SOIC

The AI Boom Is Bigger Than Chips

July 05, 2026 1:30am 1:57

Send us Fan MailIn this episode, Akshay Jogani from Xponent Tribe joins SOIC to decode the AI Data Center industry from first principles. We explore how AI, LLMs, GPUs, and data centers work, why global tech giants are i...

How to find unique businesses?

July 05, 2026 1:30am 1:14

Send us Fan MailIn this podcast, Ishmohit and Naman discuss the UNIQUE Framework—a practical approach to identifying businesses with long-term compounding potential. Through 20+ real-world company case studies, they disc...

The next big power capex boom!

June 28, 2026 12:30am 1:08

Send us Fan MailIn this episode, we break down India's Thermal Power industry and explain why it is entering a new capex cycle despite the rapid growth of renewable energy. We cover the industry's evolution, key growth d...

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...

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