Basically you are asking is :

1. some of your positions have become quite big, and the way market is all time high, what to do about them, whether to sell them partially or bring in line with other positions or keep it untouched

2. you want to know what other investors do in this situation…whether they come in cash and sell the positions till the market comes to normal level or they keep holding all positions, irrespective of market levels?

Doctor, I don’t know much about Fisher, but Buffett is not an investor, he is a businessman, an entrepreneur. He buys an entire company or buys a stake in a company, which essentially makes him an owner of that company, to the extent of his stake. I am not sure if you are aware of this, but in his journey of decades, there were instances where he bought a stake in a company and sold it quickly. Not all of his purchases were long term, even his holding period is not forever for all of his purchases.

As expressed by Dr. Hitesh to a medical student in his thread, for someone who can understand the complexities of human body, investing is very easy. So if you think your current positions are big, and if you think that they will grow more with price appreciation, so you don’t want to add more capital to them, may be you can think of new sectors, sectors which are polar opposite to your current holdings, there by having the assurance of zero overlap, and with time, you can have big holdings in these sectors too. You can follow a top down approach, or look at sunrise sectors, or even identify trends and can be a early investor in such companies. Many ways to explore and expand into new territories. Or if you think your holdings are big but are not too big to handle, and as you follow the businesses, adding more can happen. And you can weigh each such holding to your equity allocation, your net worth and see the relative effect it can have if more capital is added.

And then there is the evolution of Dr. Hitesh, not just for investors like us, but for you doctors too. May be some elements of his approach might resonate with you.

I am saying this only because finance pales in comparison with your wonderful profession, and as such, even I can say something.

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I have read the Annual Report concalls and DRHP of the company but I still do not understand the business model of the company, it was first bulling on PL and postpaid but then they see stress in it and I do not think they make much money through take rates on bill payments, what exactly is their business model can somebody explain?

This if implemented could have very negative impact on fintech like Paytm and Phone Pe but will be beneficial for credit card companies.

https://indianexpress.com/article/business/to-curb-fraud-4-hour-delay-likely-in-first-upi-transfer-over-rs-2000-9044890/