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Survival, Scale & Sundrop
Resilience, Regression, Reincarnation | ZN Playbook Part 3 | Special Situations
Sep 19
•
Zen Nivesh
and
Ankit Kanodia
30
15
NITCO: Etched In Stone Stitched In Time
Turnaround, Restructuring, & High Convexity | Part-2 Research Playbook
Sep 12
•
Zen Nivesh
and
Harshal Mehta
40
23
Kalyani Cast-Tech Ltd. - Small Box, Big Optionality
The Yard Investing Framework | Series 1 of our Research Playbook
Sep 5
•
Zen Nivesh
and
Shivam Shah
39
8
From Slices to Shares
How to make sense of ESOPs, dilution, and shareholder value | Issue #14
Sep 2
•
Zen Nivesh
and
Ankit Kanodia
11
3
August 2025
Suyog Telematics: A Deep Dive!
Can This Telecom Underdog Win The Race? | Research Lab | Issue#19
Aug 29
•
Zen Nivesh
and
Ankit Kanodia
19
13
The Third Kind of Investor
51 Point Checklist | SMEs or Microcaps | Issue#13
Aug 26
•
Zen Nivesh
and
Ankit Kanodia
21
5
NILE Ltd: Past Powers Future
Lead battery recycling | Litthim-ion | Customer Concentration | Issue#18
Aug 22
•
Zen Nivesh
and
Ankit Kanodia
27
15
India’s Microcaps in Q1FY26
44 Stocks, 11 Sectors | What Beat, What Broke | Investing Issue #12
Aug 19
•
Zen Nivesh
and
Ankit Kanodia
16
2
“Sarat Manjoor Hai”: The Bhuvan Spirit of Alkesh Patel & Loyal Equipments
From managing high risks to pioneering uncertain terrains | Issue#17
Aug 15
•
Zen Nivesh
and
Ankit Kanodia
38
17
ICICI Bank ₹50,000 Minimum Balance: The Full Story
Understanding the strategy, the noise, and the opportunities it signals | Issue#11
Aug 12
•
Zen Nivesh
and
Ankit Kanodia
19
11
Business Story #4
Wendt India: A short tale of betrayal, long drawn battle, and eventual settlement.
Aug 10
•
Zen Nivesh
and
Ankit Kanodia
15
2
4:45
Aditya Infotech IPO: The Hype, The Risks, The Reality
Unpacking the numbers, red flags, and risks hidden behind the 50% listing pop | Issue#16
Aug 8
•
Zen Nivesh
and
Ankit Kanodia
28
11
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