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Why did PPFAS buy these 3 stocks?

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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.

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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
  continue reading

38 episodes

Artwork
iconShare
 
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.

Send us a text

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
  continue reading

38 episodes

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