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Why did PPFAS buy these 3 stocks?
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Manage episode 491859995 series 3006779
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
64 episodes
Fetch error
Hmmm there seems to be a problem fetching this series right now. Last successful fetch was on November 30, 2025 08:36 ()
What now? This series will be checked again in the next hour. If you believe it should be working, please verify the publisher's feed link below is valid and includes actual episode links. You can contact support to request the feed be immediately fetched.
Manage episode 491859995 series 3006779
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
64 episodes
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