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 | 145 | Founded | 5 years ago | Last Issue | 10 days ago |
| Active | |||||
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soic.substack.comLatest Issues
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...
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...
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