Zen Nivesh

A short-term mean reversion in a long-term compounding story! In this short 5-minute video, I explain how CCL Products (India) Limited may benefit from both short-term mean reversion and long-term compounding. This is a short clip from a 120-minute-long webinar I did with my…

Source: substack.com/home/post/p-16…

Investing course in one image. Take it and go home.

I remember Ankit Sir's video on CCL Products (Sept '24) — the depth of analysis was pure gold. I was tracking the business already, and his insights added real clarity. Earlier I saw 1 optionality, but now I see 2 — that's the power of tracking & deep research. 🙏📈

[4]Microfinance [Avendus] Distressed Times or Hidden Opportunity? India’s microfinance sector has bounced back strongly post-COVID, with growth driven by increased demand, stable collections, and improved profitability across players. New regulatory framework by RBI…

Well covered. The mess the courts created is the only point missing

First Bajaj Finance and now SBFC warns about stress in the SME and MSME sector. Time for stress-test. For both the lenders and investors Are you ready? #Q1FY26

Top 5 Investing Reads of The Week [1]Earnings Wrap Q1FY26-Week2 [Axis] [2]Laxmi Dental [MOSL] [3]SaaS [JM Financial] [4]Microfinance [Avendus] [5]Writing is Thinking [Nature] The above 5 reports, and 2 surprises waiting at the end.🙂 {Thread}

Superb article!!

"It ain’t about how hard you hit. It’s about how hard you can get hit and keep moving forward." - Rocky Balboa Indeed a super read. Highly recommended you all to read.

One of the finest & well researched blog posts I read in recent times! 👇

Just too Good 😊😊.

[5]Writing is Thinking [Nature, June 2025] We at @ZenNivesh also believe in the power of human-generated scientific writing in this age of LLMs. Check out: zennivesh.substack.com Crisp summary of the article: Writing is essential to scientific progress, not only to…

All the above 5 reports plus 2 surprises here: drive.google.com/drive/folders/…

When the best run franchises start tightening filters, smaller or wholesale funded players have to run even harder to stand still.

Human-generated scientific writing in the age of LLMs👇