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 | 157 | Founded | 5 years ago | Last Issue | 12 days ago |
| Active | |||||
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Tega Industries
A Kolkata company that has spent fifty years making the rubber liners inside mining mills just bought the world’s grinding media leader for roughly $1.5 billion, took on close to a billion dollars of debt to do it, and in the process turned...
Why I'm Studying PI Industries at a 5-Year Low
I am writing this article to collect my thoughts and improve my understanding about an epic business that is going through tough times at the moment.
One of the mental models to do well in the markets is to look at good businesses whe...
Injectables from first principles
01 · Why injectables exist at all
Every tablet you have ever swallowed made a deal with your stomach. An injectable is what you build when that deal cannot be made.
A drug taken by mouth has to survive stomach acid, get absorbed throug...
Garware Plant Visit and AGM Notes
1. Experience centre
Somewhere in the middle of the experience centre, the guide stops at a small table. On it: a heat lamp, a pane of glass under it, a tiny solar panel under the glass, and wired to the panel, a little fan. Lamp on, s...
The Bearing Pause Is Over
01 · THE PHYSICS
What is a bearing?
A Vande Bharat leaves Delhi at 160 kmph carrying 1,100 people, and the whole train rides on about 64 steel rings the size of a dinner plate. Nobody on board thinks about them. That is the point of a...
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