Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
Content provided by SOIC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SOIC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
Why did PPFAS buy these 3 stocks?
MP3•Episode home
Manage episode 491859995 series 3006779
Content provided by SOIC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SOIC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 potential
- Narayana Health: Capex-led growth, high ROE/ROCE, cheaper than peers
- Coal India: High dividend, low valuation, steady growth potential
- Learn how to reverse-engineer smart investor moves
- Key risks to track for each business
38 episodes
MP3•Episode home
Manage episode 491859995 series 3006779
Content provided by SOIC. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by SOIC or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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 potential
- Narayana Health: Capex-led growth, high ROE/ROCE, cheaper than peers
- Coal India: High dividend, low valuation, steady growth potential
- Learn how to reverse-engineer smart investor moves
- Key risks to track for each business
38 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.