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The SOIC Podcast The SOIC Podcast SOIC List Building Lifestyle With Igor Kheifets List Building Lifestyle With Igor Kheifets Igor Kheifets L’humeur des marchés financiers, décomplexée ! L’humeur des marchés financiers, décomplexée ! Xavier FENAUX The Ramsey Show Highlights The Ramsey Show Highlights Ramsey Network Becker’s Healthcare Podcast Becker’s Healthcare Podcast Becker's Healthcare Shift: A podcast about mobility Shift: A podcast about mobility Automotive News She Coaches Coaches She Coaches Coaches Candy Motzek | Life & Business Coach 最近工作還好嗎 最近工作還好嗎 BetweenGos Becker’s Healthcare -- Cardiology + Heart Surgery Podcast Becker’s Healthcare -- Cardiology + Heart Surgery Podcast Becker's Healthcare Catching Up to FI Catching Up to FI Bill Yount & Jackie Cummings Koski The Unforget Yourself Show The Unforget Yourself Show Mark and Katie Inversión Dividendos Inversión Dividendos Carlos García The SJW Podcast The SJW Podcast Sapphire Community Group Perfect Game Retirement Radio Show with Ryan Ledden Perfect Game Retirement Radio Show with Ryan Ledden Ryan Ledden YoStella: Build a Better Business - Inspiration for Improving Your Brand, Marketing & People YoStella: Build a Better Business - Inspiration for Improving Your Brand, Marketing & People StellaPop The DocPreneur Leadership Podcast The DocPreneur Leadership Podcast The Business & Leadership of Medicine w/ Michael Tetreault, Editor-in-Chief Legally Ponzaneli Legally Ponzaneli Stephanie Ponzaneli Danny Madden - Roofing Show Danny Madden - Roofing Show Fix Radio CRYPTO 101 CRYPTO 101 Bryce Paul & Brendan Viehman 今日份下酒菜 今日份下酒菜 Jerry / 啊M AI News Podcast | Latest AI News, Analysis & Events | Daily Inference AI News Podcast | Latest AI News, Analysis & Events | Daily Inference AI Daily Masdividendos Masdividendos Masdividendos DX Today | No-Hype Podcast & News About AI & DX DX Today | No-Hype Podcast & News About AI & DX Rick Spair AD7 Devocional - Diferente / Inverso AD7 Devocional - Diferente / Inverso AD7 Devocional AI Fire Daily AI Fire Daily AIFire.co Sew Much More Sew Much More Ceil DiGuglielmo Lead the Team (Top 2% of Podcasts) Lead the Team (Top 2% of Podcasts) Ben Fanning The AI Edge Daily The AI Edge Daily Jaina Shah The Empowered Leader Podcast The Empowered Leader Podcast Margaret Williams, MS, ACC On Strategy Showcase On Strategy Showcase Fergus O’Carroll Rede Agro de Podcasts Rede Agro de Podcasts Agro Resenha Inspiring Tech Leaders - AI, Technology Strategy & Digital Transformation Inspiring Tech Leaders - AI, Technology Strategy & Digital Transformation Dave Roberts Leaning into Leadership Leaning into Leadership Darrin Peppard Konshuhs Agility-Project Manager Coach & Agile Coach, Trainer, Mentor & Author Konshuhs Agility-Project Manager Coach & Agile Coach, Trainer, Mentor & Author Edward Coke, Jr, MSPM,PMP, CAPM, CSM, Agile Coach The Mindful Midlife Mom - Mindfulness Practices and Techniques for Mentally Exhausted Moms in the Sandwich Generation The Mindful Midlife Mom - Mindfulness Practices and Techniques for Mentally Exhausted Moms in the Sandwich Generation Valerie Mekki Kontrarian Korner Kontrarian Korner Ben Kelleran Gateway Church Gateway Church Gateway Global Church
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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