True market dominance requires controlling the critical dependencies... the inputs, the processes, the distribution, and ideally the customer relationship. Carnegie controlled raw materials and transportation. Standard Oil controlled refining and distribution. AT&T controlled

Our detailed work on a regional jeweller which we did at SOIC Research sometime back! Disc: no reco to buy or sell drive.google.com/file/d/1tf9jQs…

Nov'25 Export Data - Pharma Top gainers (on yoy basis) - > Laurus Labs (+92.90%) > Suven Pharma (+73.93%) > Sequent Scientific (+67.19%) > JB Chemicals (+60.21%) > Marksans Pharma (+44.05%) Top Losers - > Lupin (-65.00%) > Syngene (-51.87%) > Neuland (-42.13%) > SGRL

We initiated on Intel at SOIC Research and simply followed what the government was doing :) Supply chain reshoring presents a lot of interesting opportunities

The nature of warfare is fundamentally changing before our eyes, shifting towards a new era of war from home. This transition is reshaping the entire value chain and creating a new set of beneficiaries that are just starting to emerge. We have covered these trends in detail

Grateful that team SOIC Research identified Optics theme at the right time.. Sharing our work on both Lumentum and Coherent :) Examples of how tailwinds can be spotted globally!! drive.google.com/file/d/1AzBWVd… drive.google.com/file/d/10GmaIw…

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India has 7.8 crore microfinance borrowers. Mostly women. Mostly rural. No collateral. No credit history. No bank willing to serve them. Without MFIs, they borrow from moneylenders at 40–120% annualised interest. Microfinance breaks that trap by lending small, unsecured,