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In this episode, we break down why PPFAS Mutual Fund — known for its long-term, value-based approach — recently added Bharti Airtel to its portfolio. We connect the dots between Warren Buffett’s BNSF railroad bet and how telecom has now become the “digital toll road” of modern India. From industry consolidation and rising ARPUs to capex trends and free cash flow analysis, this is a complete breakdown of what makes Airtel a cash-generating machine.

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In this episode, we dive deep into India’s port industry — a toll-road style business that powers the nation’s trade and GDP. We explore how ports operate, key revenue drivers, growth trends, and strong entry barriers. We also discuss the top 2 players in the industry and what sets them apart. A must-listen for anyone looking to understand high-moat, infrastructure-driven businesses.

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In this power-packed episode, we explore the steel and pipe sector with industry veteran Saket Agarwal. Learn about:

✅ Key differences between DI, Seamless & ERW pipes

✅ Insights on companies like APL Apollo, Jindal Saw, Maharashtra Seamless

✅ Understanding raw materials and the full value chain

✅ Demand drivers like Jal Jeevan Mission, solar, and infrastructure

✅ How to evaluate pipe sector stocks for long-term investing

✅ Integrated vs non-integrated players

✅ The role of innovation in creating market leaders

A must-listen for investors, analysts & anyone curious about India’s booming infrastructure sector!