Every business model has a point of scale post which the model cannot handle more capital being deployed in it and that turns counter intuitive to the idea of re investment , very few think about this Every sector and business model reaches a range top where new capital is being added for the sake of it and not for the same incremental returns , that is the point to pivot or exit , nothing in between

Books must read All of Nassim Nicholas Taleb, Investing from Darwin Pulak prasad , Richer Wiser happier and Books on Probabilities and financial history of central banks and Capital returns to understand capital cycles , thinking fast and slow RBI governers - Gokul rathi , The Price of Time: The Real Story of Interest Book by Edward Chancellor Zurich Axioms, The Halo Effect and Against the gods Zurich Axioms : a book that changes my perception on risk every time I read it , risk as a word is very misunderstood Podcast: founders podcast , Nicolai Tangen Norges bank podcast Theres a saying as well that one must study a war general and their tactics to learn as well , even recently watching the Movie Odyssey reminded me of so many lessons that I could apply to the world of investing Alot about investing is learnt from the non finance books , character , courage and persistence ! So much learning available if we are willing to do it , that is why I also incorporate a lot of the learnings I have on my substack audio notes along with the businesses I cover , so do check it out if you are interested ! substack.com/@valueequityin