Zen Nivesh: Mindful Investing
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 126 | Founded | 5 years ago | Last Issue | 14 days ago |
| Active | |||||
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zennivesh.substack.comLatest Issues
Rising Stars of Bharat Connect Conference: A Deep Dive
Credit: This blog is based on insights from the Bharat Connect management meet organised by the Arihant Capital team!
There is a saying in the stock market that invest when there is blood on the street. But the irony is that it doesn’t...
Wise Travel India [WTi Cabs]: A Deep Dive!
Winners Take All! You have read that umpteen number of times for B2C platform businesses. But have you considered a scenario where there are no winners? Or when it takes a really long time to get a winner if any. Let me explain to you with...
Investor Farm: All investors are equal
Napoleon Bonaparte was criticised for winning battles simply because of luck. He famously retorted:
“I’d rather have lucky generals than good ones.”
More than a hundred years later, Eisenhower reaffirmed this point by saying:
“I’d rather...
Freight: Road to Rail Value Migration
Industries evolve as customer needs, technology, costs and regulations change. Over time, these shifts can move customers, revenues and profits from one business model to another. This is the idea of Value Migration.
And Motilal Oswal , wh...
Risk, Uncertainty, and Profit: A Deep Dive
I first came across the term ergodicity while I was reading Black Swan by Nassim Nicholas Taleb. But when I read this book, Ergodicity by Luca Dellanna, I think I understood the concept more clearly. And I have no shame in admitting that I...
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Authors
The writers behind this newsletter.
Zen Nivesh Advisors Private Limited | SEBI RIA: INA000020323 | Simplify your investment decisions with us.
Survive To Thrive | Consistency beats Intensity| Apprentice | Co-founder at Zen Nivesh| Here to read and write and think. 🙂
An Indian small and microcap investor who connects global macro and commodity cycles to bottom-up business analysis, and shows his work, including the mistakes. | Partner at Zen Nivesh
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