SOIC's Ishmohit Warns: Don't Ignore This Stock Market Signal! | Kushal Lodha #396

➡ Recommend A Guest For Our Podcast Here - https://forms.gle/eotmhzWMx6KpJQH86 ➡ The 9:15 Club - India’s smartest young investors community: https://forms.gle/stVcwXY3CSTQJWAG6 ➡ Join This Group To Be Invited To Future Offline KwK Events in Mumbai: https://chat.whatsapp.com/F3MbHDPwTwC... Ishmohit Arora of SOIC and Siddhant Bhandari, co-founders of Persistence Capital, join Kushal to break down their N.E.W. framework for spotting stocks at the start of a J-curve. They walk through real case studies like TVS Motors, Welspun Corp, CG Power and TD Power, and explain how their fund is up about 40% in two years while the Nifty went nowhere. What You'll Learn: 1-Convex vs Concave: Why you should chase bets and tasks with non-linear upside, not capped returns. 2-The Power of NEW: New products, policies, management, customers and supply-demand gaps that make earnings explode. 3-The Train A, B, C Model: Why waiting in a "hope" train is dead money and how to board Train B or C at the right speed. 4-Sector Beats Stock: Why around 80% of a stock's move comes from its industry, and how healthcare had a 63% win rate in a falling market. 5-Habits That Find Winners: Reading concalls, Saturday corporate announcements, management interviews, and even counting "congrats" on calls. 🔔 Hit SUBSCRIBE and turn on notifications so you never miss a deep dive with India's sharpest investing minds! #KonversationWithKushal #IshmohitArora #SOIC #PersistenceCapital #KushalLodha #StockMarketIndia #MultibaggerStocks #ThematicInvesting #CatalystInvesting #ShareMarket ➡ Order my book 'Acing CA' here: https://www.amazon.in/dp/8195816886?r... ➡ Order my book 'Unlocking Unicorn Secrets' here: https://www.amazon.in/dp/0143461605?r... Follow Kushal Lodha on Social Media: 📝 LinkedIn:   / kushallodha548   📷 Instagram:   / kushallodha548   📱 Twitter:   / kushallodha548   Follow guest on Social Media: 📝 LinkedIn:   / ishmohit-arora-401486147   :   / siddhant-bhandari-69263b16   📱 Twitter: https://x.com/ishmohit1?lang=en Timestamp: 00:00:00 Trailer & Intro 00:02:55 How To Spot J-Curves? 00:03:28 Convex Vs Concave 00:06:12 The Power Of NEW 00:07:54 Every Theme Has An Expiry 00:09:57 Rise Of CDMOs 00:13:18 Dixon Vs TCS Case Study 00:15:13 Sector Drives 80% Of Returns 00:17:16 Welspun Corp & APL Apollo Case Study 00:17:44 TD Power Case Study 00:18:11 Carysil Case Study 00:23:27 AI Agents & Disruption 00:33:09 Demand Supply Mismatch 00:35:13 NVIDIA Case Study 00:37:16 CG Power Case Study 00:38:38 Rolls-Royce Case Study 00:43:02 Asian Paints Case Study 00:46:23 PI Industries Case Study 00:50:28 Train A, B & C 00:54:13 When To Enter? 01:02:03 Entero Healthcare Case Study 01:07:37 Redington Case Study 01:08:35 CATALYST Framework 01:18:09 TVS Motor Case Study 01:20:28 Read Con Calls 01:21:31 Deep Industries Case Study 01:25:36 Lumax Auto Case Study 01:31:26 Astra Microwave Case Study 01:34:32 Track Announcements 01:36:09 Watch Management Interviews 01:38:44 Scan Match 01:41:41 What Would Ishmohit & Siddharth Ask Themselves? 01:45:26 Conclusion & Outro #kushallodha