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
What this episode covers
Send us Fan Mail In 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 trac...
NOW PLAYING
Why did PPFAS buy these 3 stocks?
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m