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🎧 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.
- Indexed episodes, last 90 days
- 13
- Latest publication
- Sep 13, 2026
- Audience
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- Earliest in this view
- Jul 5, 2026
Latest episodes
Who really benefits from ‘Made in India’? (opens the original)
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India’s investment cycle is changing. After years of consumption-led growth, capital is increasingly moving towards manufacturing, technology and strategic industries. In this episode, Ishmohit breaks down five major capex opportunities — semiconductors, space, EVs, EMS and aerospace & defence — while also exploring the data center boom and the value chains behind these industries. The focus is not on stock picking, but on understanding where capital is flowing, how new ecosystems are being buil
TVS & Murugappa: The Aerospace, Defence & Semiconductor Connection (opens the original)
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In this episode, we look at two established industrial businesses from the TVS and Murugappa groups. We start with how we found them through conference-call summaries and StockScans, then work through their products, competitive advantages, growth plans and valuations. Sundram Fasteners is expanding in aerospace, wind and other non-auto applications. CUMI is investing in advanced ceramics for semiconductor equipment, fuel cells and defence. The bigger question is simple: can these established bu
10 CDMO Businesses Decoded (opens the original)
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CDMO businesses can look similar from the outside, but the real question is: what actually separates a great CDMO from the rest? In this podcast, Ishmohit and Sid will discuss their years of research through the SCALE UP framework , covering stickiness, chemistry, anchor clients, late-stage pipelines, Capex economics, utilisation and price. They will also break down the 6-tier CDMO mental model , industry growth drivers, AI, peptides, China-to-India shifts, regulatory barriers and the lumpiness
4 Unique Scans I Use to Find Epic Stocks (opens the original)
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Explore 4 unique stock-scanning techniques from SOIC and StockScans for smarter Indian equity research. The episode covers the Congrats Index, management sentiment, scan matches, sector-wise growth screening, and Research AI to identify business inflection points and emerging opportunities. Learn how to filter companies, analyse growth triggers, and move from screening to deeper business analysis across sectors like auto, bearings, defence, and CDMO pharma. If you want to build a sharper stock-r
Tempsens IPO: What This Udaipur Manufacturer Actually Makes (opens the original)
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A thermometer sounds simple. But when it has to measure extreme temperatures inside steel, power, chemical and other industrial plants, the business becomes far more specialised. In this episode of SOIC’s 20 Unique Businesses series, Ishmohit breaks down Tempsens Instruments , a niche industrial instrumentation company operating across temperature sensing, electrical heating solutions and specialised cables. We look at its business model, competitive advantages, growth triggers, key risks, IPO s
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