Hi Yogesh,
Forum discussions are dynamic. Check the thread on Portfolio Restructuring
http://forum.valuepickr.com/t/portfolio-re-structuring-25-cagr-business-growth-candidates-for-next-2-3-years/4286
that
carries some of the ideas you mention forward.
The Accent being on Understanding the business so well that you have STRONG
VISIBILITY for next 2-3 years in the business.