Industry Life Cycle - http://stalwartvalue.com/3-wave-framework/
Government Regulations - https://www.moneycontrol.com/news/business/personal-finance/viewpoint-listed-mncs-in-india-a-good-catch-but-an-opportunity-slowly-fading-3655631.html
Thinking in decades for a young fast growing tech backed company _ Nykaa Case Study - https://fy41guy.blogspot.com/2021/10/finance-gurus-on-twitter-pranam-this-is.html