ishmohit @ishmohit1

Keen observer of the human Behaviour| Founder at SOIC| Teacher| SEBI Registered RA |INH000012582 Courses at https://t.co/SHdiWxVVzi Delhi Joined October 2019

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Sridhar Vembu @svembu

21 hours ago

We understand the push for Zoho to go public. But let me state the reality: Arattai would very likely not have been built by a public company that faces quarter to quarter financial pressure. It was a "hopelessly foolish" project, and even our employees had expressed scepticism…

Venkatesh Alla @venkat_fin9

a day ago

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Narendra Modi @narendramodi

a day ago

#OperationSindoor on the games field. Outcome is the same - India wins! Congrats to our cricketers.

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The Investing Expedition @Expedition_99

a day ago

One more insightful podcast from Siddhant Ji & Team SOIC 👏 Big fan of his thought process behind each & every investment. Must Watch podcast 👌 youtu.be/Dmor10_NjF0?si… @ishmohit1 @soicfinance

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ishmohit @ishmohit1

a day ago

Motto to live by ਮਨ ਨੀਵਾ, ਮੱਤ ਉੱਚੀ। Mann Neeva, Matt Uchi

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SOIC Research @ResearchSOIC

2 days ago

In just 3 years, ~72 MTPA of capacity changed hands -almost the same as ~82 MTPA over the entire FY12–22 decade. That’s not noise; that’s a structural reset that’s pushing the top-5 share toward ~62% by FY27 and hard-coding discipline into the sector’s DNA. Lets' try and…

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ishmohit @ishmohit1

2 days ago

Working on few really unique businesses for the upcoming sessions at @ResearchSOIC ✅✅

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ishmohit @ishmohit1

2 days ago

Something went seriously wrong with the PVC/CPVC pipes story in the last 4 years post covid. Most businesses have been stagnant

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Intrinsic Compounding @soicfinance

3 days ago

Late night post on the reality of Markets & Investors

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Persistence Capital @persistencecap

12 months ago

Mkts have a mind of their own: Trent Mkt cap: $34B Sales: $1.7B Nike Mkt cap: $120B PAT: $5.7B Trent Mkt cap is ~30% of Nike but Trent sales is ~30% of Nike PAT 🧐 Disclosure: DYOD. No buy or sell recommendation.

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ishmohit @ishmohit1

3 weeks ago

Lead times for Gas Turbines is at 7 years in some cases- Ai driven Power demand spglobal.com/commodity-insi…

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Intrinsic Compounding @soicfinance

5 days ago

Are the vibes finally shifting in India’s new-age businesses? 👀 In today’s Daily Investors Edge, we break down: • Unit economics—CM2, take rates, payback periods • Marketing efficiency & path to operating leverage • Cohort health—order frequency, retention, AOV • Cash…

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Chander Bhatia @ChanderBhatia01

4 days ago

Most of my multi-baggers shares were the result of shares accumulated during dull and boring phases. Once again, dull and boring phase is going on and I am accumulating stocks as soon as I get liquidity.

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Deepak Shenoy @deepakshenoy

4 days ago

Some signs of improving domestic economic activity. July and August have seen decent moves on Toll and GST Eway bills. Source: RBI Bulletin

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ishmohit @ishmohit1

4 days ago

IPOs coming in a sideways market suck up the liquidity Many are just playing the IPO pop game.. Markets have become inefficient again in well researched bottoms up ideas

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ishmohit @ishmohit1

5 days ago

In personal Pf have just created a time bomb of earnings growth 1. Stocks with 20%+ Pat growth 2. Peg of less than 1 times 3. Diversified across sectors 4. Patience to wait This is what has served me well across market cycles regardless of narratives

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ishmohit @ishmohit1

5 days ago

Promoters selling stakes to participate in sme ipos or in anchor investing.. Family office culture is growing

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Intrinsic Compounding @soicfinance

6 days ago

🚨 Every bull run hides its biggest risk: knowing when to step off. In 2017–18, graphite electrode stocks turned multi-baggers as China’s pollution crackdown created supply shortages. But when supply returned, profits collapsed, and stocks fell 50–70%. Many investors who rode…