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0:00:00 Intro: Learning from Sid
0:04:44 Cloning Warren Buffett's PF
0:12:59 Consumer Sector Evolution
0:17:34 Radico & VBL creating categories
0:28:19 Indigo becoming mainstream
0:42:19 SAREGAMA's rate of change moment
0:53:20 Views on IT Sector
1:06:05 Banking woes
1:15:36 Are Large Caps cheap vs Small Caps
1:38:06 Advice for Young Investors

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