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 | 147 | Founded | 5 years ago | Last Issue | 11 days ago |
| Active | |||||
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soic.substack.comLatest Issues
The Art of Mean Reversion
Today, I will be writing about a strategy that I have been practicing for a while to buy stocks. Before I go forward, there is something which I want to be very clear about. There are a number of ways to Nirvana when it comes to investing i...
The CTC Bottleneck
India is committing on the order of 9 trillion to build out its transmission grid over FY23-32, at the same moment the world is short of transformers, with US lead times stretching to two-to-four years and imports meeting 80% of US power-tr...
Gravita - Management meet notes
We recently met the management of Gravita India and here are the key insights from that call on how the future growth would look like for the company
1. RMIL Acquisition - Operational Update (First Full Quarter of Ownership)
Backg...
Privi Speciality Chemicals
Date - 19th June 2026
Management present -
R.S. Rajan (President), Narayan S. Iyer (CFO), Sanjeev Patil (EVP – Strategy & Biotechnology), plus the technical/project team (Vivek Madhav, Saleem, Usman, Prashant, Ram Subbu – HR head)
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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...
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