What is the purpose of SOIC YouTube channel? Entire purpose is to educate you on businesses and industries. There are very few in depth fundamental Yt channels in India. Do we recommend stocks here? Absolutely not. If we cover 5 businesses in an industry some might do well

Normally the leading industry throughout one bull market will not come back and lead in the next cycle, although there are some irregular exceptions to this rule. -William O’Neil Disclaimer - Not a recommendation to buy/sell

Read this and the following two books to understand what is happening in Global World The Chip War Material world

Lot of names in metal & mining index look really strong

Last quarter I rolled out Microsoft Copilot to 4,000 employees. $30 per seat per month. $1.4 million annually. I called it "digital transformation." The board loved that phrase. They approved it in eleven minutes. No one asked what it would actually do. Including me. I

We went back and studied our biggest investing mistakes. Not the small noise… the real, painful ones. One pattern was hard to ignore: Almost every big loser clearly failed at least one letter of TVGP – Theme, Value, Growth, Promoter. ❌ Weak or fading theme ❌ Illusion of

Rare, behind-the-scenes email from Sanjeev Bikhchandani on the reality of IB and listing day dynamics From the book "Unseen"

Journey of a long-term frustrated investor :)

Interarch - Management commentary at Nuvama’s Emerging Ideas Conference 2025.

Problem with expensive starting valuations is..you don’t know whether to buy more or sell when an accident happens. Key problem with few sectors today

Bigger the Mcap, lower the drawdown. Smaller the Mcap, higher the drawdown

To deep dive beyond the surface we recently visited the plant of one of the leading aesthetic solution player in India - SJS Enterprise Ltd. And here is all that we got to know after visiting their Bengaluru facility

When we track themes We also look at what the world market leaders are doing. For eg- Gas power demand. Biggest turbine company in the world has just upgraded it’s guidance for margins and growth https://t.co/g5USI54EUH

In today’s market Listed opportunities > unlisted ones

Software companies in Us which are supposed to be AI losers trade at such cheap valuations.. They are still growing at 20%+ and many have incorporated in AI in their offerings. Next contra play post memory ✅

Here's the detailed de-construction of the 2W Auto Ancs

Regardless of TTM multiples, One should always study a new age business when it hits the J Curve in profitability and cash flows. Forward valuation becomes reasonable rapidly

What type of food are we eating?? Such a famous brand.. https://t.co/RfZMfD33mK

EMS business has corrected from a PE of 120 to 70 times for slower growth and negative cash flows.. How is this cheap is something I have never understood

If your love with stock market ends with a correction and you start preaching about FD. Love wasn’t true in the first place or the time horizon was wrong. Nature of returns is lumpy. Always remember this before falling in love. Only very few stay around for the long term.