Episodes
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Dear listeners,
This episode covers the need of the hour for many investors through insightful analysis on-
1. Indian Balance Sheet and Economy2. Sectors and Businesses Results3. Do's & Don't in this market scenario4. Conclusion
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For today's podcast we'll read one of the most important documents about a Company i.e Credit Rating.
Chapters-
1. What is Credit Rating?
2. Pros and Cons
3. Credit Rating of 5 Companies
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Missing episodes?
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In this episode we'll cover the 4 most interesting Concalls.
1. Small Cap Businesses
2. Different Sectors-
a. Packaging
b. Geospatial mapping
c. Hotel
d. Pharma
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Dear Viewers,The world of investing can be tricky and confusing for anyone who isn't clear about the concepts. One of the most common pain point for all retail investors is the PE Ratio. We have taken this humongous task of explaining this simple ratio carrying a lot on conundrums in the most simplified way using case studies and examples.Hope you will like our effort of Decoding PE Ratios. Do listen to the podcast and presentation.
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Tune into this podcast on the latest Qaurters results.
The podcast will cover -
1. How to find companies beating expectations.
2. Analysis of strong results from multiple sectors.
3. Understanding PEAD (Post Earnings Announcement Drift)
4. Continuation of Strong earnings.
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This episode will cover Mr. Vinay Ambekar's interview and discussion by SOIC.
Topics-
1. Wealth creation journey.
2. Importance of seeing market cycles.
3. Multiple events witnessed.
4. Sector & Theme rotation.
5. Maintaining your own thought process.
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Dear SOIC Viewers,Pharma is one of the most important sector in the stock market. In the past 2 decades, Indian Pharma Sector has come a long way. In this podcast we discuss the various parts of the value chain and explore the upcoming and fastest growing part in the value chain.Hope you will like the podcast analysis and presentation.
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Dear SOIC Viewers,A sector that was the poster boy of Indian stock market from 2014 to 2021 is reeling under immense pressure lately. Yes, you guessed it right, we are talking about the Chemical Industry.In this podcast and presentation let's understand the current scenario in the chemical industry and dissect its value chain to get an idea about the pockets showing green shoots.Hope you will like the podcast analysis.
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Dear SOIC Viewers,An investor must take learnings from their own and market's past to enhance their investing journey. Today's market scenario makes us curious as to what the future may behold for us. We cannot predict what is going to happen but surely we have the power to implement our learnings from the past.In this very important podcast we will learn about the 10 Ultimate Exit Frameworks that will do a perfect job in safeguarding your interests in the valuation rich stock markets.Hope you'll enjoy the podcast.
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Banks and NBFCs contribute a major portion in the headlines indexes. However, in the past 5 years we have witnessed a major underperformance from the banks in private space vs the banks in PSU space.In this video we will analyse the reasons for this underperformance and will try to crystal gaze into the future where there may be a scenario for the private banks to outperform the PSU banks.Hope you like this detailed and analytical video and presentation on Private Banks vs PSU Banks.
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PM Modi lead govt has been on the forefront of making Indian Defence indigenous. This has given a huge impetus to Indian Defence sector and it has seen no turning back ever since.However, as investors we need assess the risk and opportunity with the same lens. In this video we take a deeper look at the current scenario and where this promising sector is standing right now with respect to valuations and psychology.Hope you'll like the podcast and the presentation.
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Murugappa Group has created enormous wealth through various listed entities. Today, we take a look at another business from their stable.There is something special in the analysis of this business which most people miss out on. Whereas it drives the bulk of valuations in this business.Hope you'll like this video and presentation.
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NDA 3.0 is back and with it comes a fresh push towards the Rural Economy of India. In this video we take a detailed look at the sectors and pockets of economy where we can see the thrust going forward.We hope you like the podcast and presentation.
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Yet another results season has come to an end. Q4FY24 was a very interesting period for Stock Markets and Businesses in India. The overhang of General Elections and how various businesses and sectors fared.Let's dive in and unfold the Results page by page. Hope you'll like the video and presentation.
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In this episode, we'll cover everything psychologically essential for investors to know, in the stock markets and in personal life.
We'll also cover investing strategies like 2-4-6-8 strategy.
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60% of the returns made are due to sectoral moves. We have observed that this one formula is super powerful and effective in this recent bull market.Today, we will crack open this Super Formula to find some amazing stocks and opportunities together. Hope you'll enjoy this video and presentation.
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Money is the blood for an economy and Banks are the vessels that carry that blood all across various parts of the economy. Today, we take a look at a hot favourite sector of the past that has seen a fall in the pecking order of preference.We will take a look at the following issues plaguing the valuations of this very important sector.1. PSU Banks2. Regulatory Actions3. NIMs4. Problem of size5. Issue of liabilitiesHope you enjoy the podcast and presentation.
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Proxy Investing is a concept that is very dear to our hearts. However, this time we bring you Proxy Investing with a whole new perspective. We have analysed ~20-22 industries and tried to identify businesses with maximum profitability by doing value chain analysis.Some of the examples of industries we have covered are:1 - Capital Markets2 - Luxury Consumption3 - Contract Research & Manufacturing Services (CRAMS)4 - Precision Engineering5 - Fast Moving Industrial Goods (FMIG)6 - Electric Vehicles7 - Metals8 - Green Energy9 - Mining10 - Consumer11 - Health InsuranceHope you'll enjoy the podcast.
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Water is precious, however, we value it once we don't have it. We have covered the whole water infrastructure industry and opportunities it presents to investors. You can explore the following topics under our video and the presentation.1. Importance of Water Infra2. Government Schemes3. Value Chain Analysis4. Ductile Iron Pipes5. EPC Industry & Players6. Water Infra & PlayersBonus for Members: Detailed Financial Sheet, Detailed Video Conclusion, Sub-Sector Index on TradingView etc.
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This episode will focus on the following ideas-
1. Intro: Digital IndiaSeg 1: Fintech & E-CommerceSeg 2: Account Aggregator & E-GovernanceSeg 3: Digital Brokerages & ExchangesSeg 4: Database & Geospatial database CompaniesSeg 5: Digital ContentSeg 6: Software as a Service (SaaS)Conclusion: Learnings Summarised
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