The SOIC Podcast
🎧 Welcome to the SOIC Podcast!
SOIC (School of Intrinsic Compounding) helps Indian investors learn how to invest wisely through simple lessons, real-life examples, and case studies.
In each episode, you’ll get:
📊 Stock analysis made easy
📚 Key takeaways from investing books
🧠 Mental models to think smarter
💡 Real-world case studies from the stock market
Follow and listen to learn how to become a smarter investor for life.
The SOIC Podcast
Why did PPFAS buy these 3 stocks?
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SOIC
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