The SOIC Podcast

🎧 Welcome to the SOIC Podcast! SOIC (School of Intrinsic Compounding) helps Indian investors learn how to invest wisely through simple lessons, real-life examples, and case studies. In each episode, you’ll get: 📊 Stock analysis made easy 📚 Key takeaways from investing books 🧠 Mental models to think smarter 💡 Real-world case studies from the stock market Follow and listen to learn how to become a smarter investor for life.

The SOIC Podcast is a business podcast hosted by SOIC, with 111 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

SOIC hosts The SOIC Podcast, a business show with 111 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  The SOIC Podcast

  10 CDMO Businesses Decoded

  Aug 30, 20261h 44m

  Send us Fan Mail 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 of CDMO earnings. If you want to understand how to evaluate CDMO businesses before forming a view on individual stocks, this episode is worth your time.

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  The SOIC Podcast

  4 Unique Scans I Use to Find Epic Stocks

  Aug 26, 202628 min

  Send us Fan Mail 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-research process and identify meaningful growth signals faster, this episode is worth your time.

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  The SOIC Podcast

  Tempsens IPO: What This Udaipur Manufacturer Actually Makes

  Aug 24, 202640 min

  Send us Fan Mail 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 structure and valuation — and understand what makes this business unique. The bigger lesson: a unique business is not automatically a good investment. You first need to understand the business, its moat and the price you are paying.

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  The SOIC Podcast

  100 Fastest Growing Companies After Q1 FY27 Results

  Aug 16, 20261h 1m

  Send us Fan Mail In this episode, Ishmohit screens Q1 FY27 results using a simple framework: more than 15% revenue growth, more than 20% earnings growth, and expanding margins. From the entire results universe, the process narrows the field to roughly 50–60 companies and then goes deeper into their results, concalls, guidance, capacity additions, order books and end-customer commentary. The bigger takeaway is not a list of stocks. It is a way to read earnings season. Some of the strongest signals are coming from CDMO and pharma, power and HVDC, data-centre proxies, aerospace and defence, hospitals, diagnostics, specialised manufacturing and other niche businesses. The interesting part is what sits behind the numbers: new modalities, new plants, operating leverage, product diversification, capacity bottlenecks and customers entering new growth cycles. A good quarter is only the starting point. The real work is figuring out why earnings are growing, whether the growth can continue, and what has to happen for today's story to become FY29 or FY30 earnings.

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  The SOIC Podcast

  Ultimate Tool for Finding Winning Stocks

  Aug 13, 20262h 9m

  Send us Fan Mail StockScans is a powerful investing and stock-screening tool designed to help investors find winning stocks, track market and sector rotation, and build actionable watchlists. This episode covers stock scanning, growth and valuation filters, quarterly results, conference calls, shareholding changes, technical and fundamental screens, watchlist tracking, and alerts. Learn how to use a structured TVGP (Theme, Valuation, Growth, Promoter) approach to identify new earnings, growth catalysts, improving fundamentals, and emerging market leaders. If you want to build a smarter stock-research process and find high-potential businesses faster, this episode is worth your time.

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