A Lion’s eye on the Bulls and Bears

“In India, companies may fall sick, but promoters rarely do!”

Gaurav's Blog


Month: November 2009

Masterstroke to have played S Sreesanth in the ongoing second Cricket Test Match between India and Sri Lanka at Kanpur

What a Masterstroke to have played S Sreesanth in the ongoing second cricket testmatch at Kanpur…he’s got Sri Lanka on the ropes following on

Sreesanth has had mind issues tormenting him awhile ago and was dropped from the Indian testside for reasons other than cricketing…he went of to Warwickshire and played County Cricket with South African ex-Speedster,Alan Donald as the bowling Coach…Just as Zaheer Khan came back from County with a bang,so has Sreesanth

Sreesanth was hungry and clearly has a point to prove….It was a masterstroke to keep him out of the Indian Squad to rebuild his hunger

Chasing 642 ,Sri Lanka managed just 229 with Sreesanth taking 5 for 75…three clean bowled and two caught behind by Dhoni…as I blog this Sri Lanka has followed on and Sreesanth has struck claiming the dangerous and in form Dilshan…caught behind by Dhoni

It was heartwarming to see Harbhajan Singh hug Sreesanth after his first wicket…Sreesanth responded by resting his head fully on Bhajji’s shoulders….Remember the infamous IPL Incident when Bhajji had slapped Sreesanth and got him in tears and got himself suspended….heartwarming to see there are no hard feelings between them anymore 

With over three days to go,it would require miraculous batting from the Sri Lankans to prevent India from winning this Test and going One up in the series

26/11…A year later when Terrorism struck by stealth from the Sea and carved out the heart of South Mumbai

26/11…Terrorists strike by stealth from the Sea and carve out the Heart of South Mumbai…..A Year later…much has changed …Yet nothing has !…call it the Business of Living or Fatalistic Living……Mindless,Senseless and Nameless Killing for a cause…numbness remains…..chilling…conflicting emotions of anger,frustration and helplessness on one side and forgiveness on the other…What is evil is evil…Period…No cause can justify 26/11

Worth repeating what I blogged immediately post 26/11  on December 1,2008 


and on December 12,2009

 What’s the Difference between ‘MILITANT’ and ‘TERRORIST’ ?…BBC needs a Brain Transplant!

May God give continuing strength to those who were directly affected by the loss of a dear one in this tragedy and who are struggling to cope and come to terms yet with their grief  

As for the perpetrators,sponsors and masterminds of 26/11…May God help them !

Maazi Mumbai Mahaan !…Mera Bharat Mahaan!…you can go ahead and say this in any language !

Sabero Organics kissing Rs 70 ….up from Rs 45 in under a week !

Regular Readers of my Blog would recollect Sabero Organics

I had recommended it on August 8,2008 at Rs 24 Fabulous Quarterly Show by Sabero Organics Gujarat…..Rs 24  and yet again this year on September 4,2009 at Rs 35 Sabero Organics up but FII,Clearwater Capital seen exiting ! Why ?  

 It’s zoomed away to near Rs 70…infact was Rs 45 last week….To check out why refer to my earlier blogs on this Scriptech Select Stock and you’ll be convinced Rs 100 is not to far away now!

Nitin,you responded to my previous blog that you would appreciate some ‘Bamboo’ seeds…this is one of them….search my blog…you’ll find I’ve planted several such seeds 

Quitting on Equity just because you may have Invested in a Bamboo ! ?

Frustrated with Equity because you may have invested in a Bamboo ? Someone’s gaining more than you ? Thinking of Quitting ? Read on……..

One day I decided to quit… quit everything…. even my life.


I went to the woods to have one last talk with God. “God”, I said. “Can you give me one good reason not to quit?”


“Look around”, He said. “Do you see the fern and the bamboo?”


“Yes”, I replied.


“When I planted the fern and the bamboo seeds, I took very good care of them. I gave them light. I gave them water. The fern quickly grew from the earth. Its brilliant green covered the floor. Yet nothing came from the bamboo seed. But I did not quit on the bamboo.


In the second year the Fern grew more vibrant and plentiful. And again, nothing came from the bamboo seed. But I did not quit on the bamboo.” He said.


“Years three and four, there was still nothing from the bamboo seed. But I would not quit even then on bamboo.”


“Then in the fifth year a tiny sprout emerged from the earth. Compared to the fern it was seemingly small and insignificant…But just 6 months later the bamboo rose to over 100 feet tall. It had spent the five years growing roots. Those roots made it strong and gave it what it needed to survive. I would not give any of my creations a challenge it could not handle.” He said to me.


“Did you know, my child, that all this time you have been struggling, you have actually been growing roots?”


“If I would not quit on the bamboo, how will I ever quit on you?”


“Don’t compare yourself to others.” He said. “The bamboo didn’t with fern. And so together, they both make the forest beautiful.”


“Your time will come”, God said to me. “You too will rise high”.


The idea to quit never crossed my mind again right through my long life.

Remember Bharti Airtel ? Few were interested in Investing in it at Rs 25 years ago,because most failed to gauge the Opportunity and Scalability in the Telecom Sector…rewind even further back to the early 1990s..Infosys..How many Invested at Rs 100 ?…These Bamboo simply accelerated in growth after the initial seeding years… making many Investors Millionaires and even Billionaires….ICSA,Matrix Labs,Mercator Lines have all been great multibaggers …They were Bamboo Seeds in 2003 and 2004

With India on a healthy Growth Track for years to come,believe me,there are several Bamboo Seeds out there to Invest in…They will be significant wealth creators in the next three to five years read more

Excellent Arbitrage Opportunity in Sesa Goa for Holders of atleast 1500 Shares…that’s the Futures contract lot

Markets are on fire today..Sensex is up 400 points past 16800 as Reliance gallops yet again past a cum 1:1 Bonus Rs 2100

But what was interesting is the arbitrage available in SESA GOA

Spot Price has surged to Rs 354 as Company announced during market hours that FII,Templeton had increased their stake….. and the Futures Price is Rs 338…….that’s a price differential of 4.5%

Futures Market Lot is 1500 shares for Sesa Goa

So all those holding atleast 1500 shares of SESA GOA can take this arbitarge….Sell in Spot at Rs 354 and Buy in the Futures at Rs 338….Net of Transaction Costs,you’ll reducing holding cost by atleast 4% as the favourable differential on each contract lot of 1500 shares is over Rs 20000….so if you hold 7500 shares,that’s five futures lots,you’ll be able to bring in over Rs 100000 and reduce your holding cost of Sesa Goa….If your holding has been for the long term,there will also not be any tax payable on the Capital Gains when you sell in Spot 

So what’s the Risk ?….that this differential will remain for some time yet…so you can always roll over and square of when there is an insignificant differential….and this will happen…such huge arbitrage opportunities don’t remain for too long 

Looks very Tempting 


Dhoni’s decision to Bat first this morning is simply disgusting!…Offers Australia the Series on a platter with this !

Dhoni wins the toss and choses to be ‘Brave’ and Bat as Shastri very kindly put it…We had to simply negotiate the first Ten overs…Did we !? After 10 we are 27 for 5 !

On a Humid early morning Gauhati weather, where there was dampness on the pitch,we should have played safe and our bowlers could have exploited the morning conditions…the ball is swinging beautifully…Praveen Kumar would literallly have had a ‘Ball’…he’s swings both ways…Even Gavaskar opined in his Pitch Report that the dampness would have made it a ‘Bowl First’ Pitch

Instead,Dhoni elects to bat first and has literally gifted the Series to Australia ! Inexplicable and unacceptable !

I simply cannot understand why he keeps making such fatal errors!…We’re down 2/3 in the seven match series,having lost the last match which was really ours for the taking…we needed 19 in 19 with four wickets and lost the match !…mentally screwed up ! 

Mitchell Johnson,came back into this ODI and pitched up and castled,both Sehwag and Gambhir in his first over !…Camera panned on a grinning,not just smiling,Sehwag in the Players Box after he had returned to the Pavilion ! What’s so funny !?

Dhoni is out there with Jadeja to try and salvage the situation of his own making !…My advice is to play it like a Test Match now !…Play out the 50 overs….Am I being too harsh on him !….Why should I not be ! You play safe…It’s tactical..instead you try to be smart…methinks he’s being oversmart!…trying to be different just for the sake of it !just hope we can put up 175 atleast to defend !…and it would be a miracle if we can square the series 3 all from here

Too many in our Team are taking their place for granted…drop them for such inconsistency and repeated non performance in crunch matches….Yes,they may be match winners alright but I would prefer Consistency in Performance rather than score a century in one out of Ten matches and manage to retain place and be mediocre in the remaining nine!

Wonder what I’ve got to do this Sunday Morning to save it from being ruined by Dhoni’s decision to Bat First !   

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