Insights with SOIC
SOIC FinanceWeekly newsletter which contains our insights on Market direction, Sectoral insights, Insider buying, Businesses doing well, case studies, special situations, & much more!! We Publish this on every Sunday at 9am :)
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 143 | Founded | 5 years ago | Last Issue | 3 days ago |
| Active | |||||
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soic.substack.comLatest Issues
Beyond the Index
Indian equity markets in mid-2026 are navigating a distinctive phase. Corporate India remains fundamentally healthy, but the opportunity set is becoming increasingly selective and capability-driven. The market’s reward system has shifted de...
Decoding Amkor Technology (AMKR)
When we think of the semiconductor boom, the spotlight usually shines on the designers like NVIDIA or Apple, or the giant foundries like TSMC. However, there is a critical, often-overlooked industry making the AI and high-performance comput...
Chasing Uniqueness is better than Perfect ROCE
What’s actually common across TD Power, Wockhardt, Sansera, HBL, Sai Life Sciences, Shilpa Medicare, Dynamatic, Privi, Acutaas, Motherson Sumi, Azad Engineering, Navin Fluorine, Data Patterns, Aditya Infotech and Amber Enterprises+Multiple...
Is This The Pharma Supercycle?
The Nifty Pharma index is at all-time highs. Not on the back of a single blockbuster launch or one company’s breakout quarter but because the entire value chain, from intermediates makers to CDMO players to branded formulations are firing o...
A Niche Manufacturing Company
We’re diving into a fascinating business today, a truly unique steel converter in the country. This company boasts impressive and sustainable margins, currently near 19% and heading toward 20%, with an ROCE of 17-18%. It thrives on complex,...
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