Excellent insights on Nestle, Colgate and Marico  http://www.arisaig-partners.com/our-diary-2013-mar.php … Refer the ESG section as well.

I will not be surprised if the Sensex hits 24k this year simply bcoz no one is expecting it!

"@chaitanya_13: Hilarious letter. pic.twitter.com/lQfDo0vQ"

"@rameshsrivats: Hmm. The moment Rajdeep says gnight, Sagarika starts tweeting. I'm telling you, they have only one computer in their house.

We have started allocating money to state owned banks which we think are at distressed valuation.Last tweet and this from IDFC MF factsheet.

From a portfolio strategy point of view, in the financial services, we are unable to reconcile deviation between market caps of top 5 banks.

"@crassification: #ICouldJokeAbout Trigonometry, but it'd be a sin cos I'd be cot for plagiarism and tan they'd sec me for posting it."

Reading AR of Granules India and I get a sense management has gone all out to impress market participants! http://t.co/00ghsB4k

@mohitrathi Fortunately I found @bmtheequitydesk 's excellent forum to learn very early in my investing career.

Prof.Mankekar is laughing all the way to the bank with his pharma bets.

Perspective on consumer majors performance relative to S&P500 since 1980 and Rural India.Walmart traded at 200x in '80! http://t.co/qf31hJ25

"@berges: If you haven't read @rahulabhatia massive essay on Ronnie Screwvala do read it !! http://t.co/XE5guDVd some amazing research here!

Arisaig Feb diary is out http://t.co/9DBoDsHg Views on Marico,Nestle,Colgate,Britannia and Pantaloon.

Future of hypermarkets, threat of private labels and how McDonalds pocket both rental income and % of revenues in US http://t.co/9vUPLWSR

"@forbesindia: Knowing Which Balls to Avoid While Investing http://t.co/RtuNF81v"

Buffet? "@s_sivakumar: If you buy things you do not need, soon you will have to sell things you need ~ Warren Buffet (via @zenrainman)"

"@paulwsj: http://t.co/04hHcH7x Delhi Journal: How the RTI Act Makes Us All Babus: a rollicking read about bureaucrazy. via @indiarealtime"

Standard Chartered PE: Redington, PI Ind, Innoventive Ind and Man Infracon.

Baring: Manappuram Finance, Muthoot Fin, Mphasis, TD Power, Balmer Lawrie Investments, Shilpa Medicare and KS Oils.

Nalanda: Voltamp Transformers, Ratnamani Metals, Triveni Eng, Kirloskar Oil Engines, Mastek, Vaibhav Gems.Last two has been a disaster (2/2)