The SOIC Podcast

Author: SOIC: School of Intrinsic Compounding

Welcome to the SOIC Podcast! At SOIC (School of Intrinsic Compounding), were on a mission to help Indian investors learn how to invest smartly. We share simple stock tips, real-life examples, and lessons from books to help you become a better investor. In every episode, expect: Easy-to-understand stock analysis Insights from the best investing books Simple mental models Real-world case studies Follow us to start your journey to smarter investing!
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I studied the Defence Sector | Complete Value Chain Decoded
Episode 266
Saturday, 12 July, 2025

Welcome to today’s deep dive on the global and Indian defence sector — where geopolitics, military innovation, and stock market opportunities come together.In this episode, we explore:Why wars happen and how global power is shiftingHow modern warfare — like drones and cyber tech — is replacing tanks and jetsIndia’s growing role in defence exports, reforms, and key companies leading this changeThe value chain of the defence industry, plus we explore valuations, technical trends, and risk factors investors should knowAnd yes — we break down several top Indian defence companies shaping the futureWhether you're a student, investor, or just curious about how defence is evolving, this episode is packed with insights for listeners like you.Let’s get into it. 🎙️