EPISODE · Jul 1, 2025 · 19 MIN
Why did PPFAS buy these 3 stocks?
from The SOIC Podcast · host SOIC
Send us Fan MailIn this episode, we break down why PPFAS Mutual Fund recently added Mahindra & Mahindra, Narayana Health, and Coal India to its portfolio—and what you can learn from it.📌 Key takeaways:Mahindra & Mahindra: Strong SUV & tractor business, good cash flows, EV potentialNarayana Health: Capex-led growth, high ROE/ROCE, cheaper than peersCoal India: High dividend, low valuation, steady growth potentialLearn how to reverse-engineer smart investor movesKey risks to track for each business
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Why did PPFAS buy these 3 stocks?
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