About this episode
In this episode of SOIC, we simplify the powerful SOTP (Sum of the Parts) valuation framework, a method to value complex businesses with multiple segments. Using easy analogies like the cake example and real-world case studies, you’ll learn how to apply Conglomerate Discount and Holding Company Discount, and see step by step how Edelweiss can be valued by breaking down its 7 business units—Asset Management, NBFC, Mutual Funds, Insurance, Housing Finance, and ARC. By the end, We also discuss future triggers like IPOs, demergers, and business break-evens, giving you the same lens that smart investors use to track opportunities.
Get every episode summarized
Each time The SOIC Podcast publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
Hosts & guests
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from The SOIC Podcast
10 CDMO Businesses Decoded
The SOIC Podcast
4 Unique Scans I Use to Find Epic Stocks
The SOIC Podcast
Tempsens IPO: What This Udaipur Manufacturer Actually Makes
The SOIC Podcast
100 Fastest Growing Companies After Q1 FY27 Results
The SOIC Podcast