Welcome to ValuePicker!
Good to know my portfolio is certified as ‘decent’ by a CA’s Assessment. 
Thank you!
I have written about my investment process in my first thread above, you may go through, I am happy if it can help you in any way -
My investment theme is also explained above, few pointers listed herewith if it helps you.
I look for following.
| 1 | Business has Large addressable opportunity for growth & Capital reinvestment? Say for 10 years! |
|---|---|
| 2 | Business has High and growing ROCE ? >20-25% with High retension? |
| 3 | Are you certain on ability to generate High ROIIC- Return On incremental invested capital? |
| 4 | Business has High Earnings margin(>20-25%) and Earnings growth (Profit growth) >10% |
| 5 | Business has Raising Cash flow from operations and Raising positive Free Cash flow? >20% |
| 6 | Business’s Competative advantages (MOAT). Qualitative insight. |
| a) Strong Intangible Assets - Brand, Patents? | |
| b) Switching Cost advantage? (like SAP, oracle ) | |
| c) Monopoly business? | |
| d) Low-Cost Advantages - process, scale, niche, and interrelatedness. | |
| e) Product or service that is far superior to their competitors? | |
| f) Proven result oriented High R&D spending on new tech? | |
| g) Network effects in play? (Uber, Affle, OYO etc) | |
| h) Low-cost production resulting in Pricing power? | |
| I) Cultural MOAT - (Improving customer experience, Scale of Economy… | |
| j) smart competitor with unlimited financial resources Can’t replicate business? in 3 years | |
| k) Business is part of Industry with structural tail winds of growth? |
|
| Sector/niche Leadership? | |
| Learning organization? Focus on few business lines? Disciplined on Capital Allocation? |
|
| 8) Track Capital allocation decisions of surplus cash flow of company, is it in Healthy zone for business |
Thanks for sharing about SOIC, I am a very big fan of Ishmohit bhai and his work for long time now and learnt a lot from him. He is adding value in this forum too @Worldlywiseinvestors , check it out.
I am still new & I am looking to learn from the forum members by their comments and advises.
If this reply has helped you, then am happy; that this thread is useful in some way 
Cheers!