Blind spots. Shared wisdom.
One thing we have consciously tried to build at Zen Nivesh is an environment where learning does not flow only in one direction. We do not believe anyone in investing, including us, “knows it all.” Markets are too complex, human behaviour is too dynamic, and cycles keep changing. That is why community learning matters so much to us.
From time to time, ZNIC members take the centre stage while we take a back seat. These round table sessions help all of us, including us as founders, challenge our own assumptions, identify blind spots, and sharpen our thinking through real experiences from fellow investors who are walking the same journey.
Investing is both art and science. Reading annual reports, understanding businesses, valuing companies, managing behaviour, handling volatility, allocating capital, all of this needs constant refinement. This Thursday, two ZNIC members, Somnath and Gopi Krishna Reddy, will be sharing their practical insights and experience on one of the most underrated aspects of investing: Position Sizing.
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