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A Lion’s eye on the Bulls and Bears

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

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January 3, 2013

BCCI is Mindless ! ~ allowing and in fact ensuring Indian Cricketers succumb to Mind Games in International Matches even at Home in India!

BCCI is Mindless !  ~ allowing and in fact ensuring Indian Cricketers succumb to Mind Games in International Matches even at Home in India!

We lost away in England and Australia ~ in fact got thrashed !

We lost to England at Home  !

And Now we have lost to Pakistan at Home ! ~ Disastrous Batting and Not Penetrative enough Bowling ~ except for some stray performances !

All under Captain Dhoni and BCCI !

Sehwag takes the Catch in slips aff a Jadeja Ball and Wk Capt Dhoni runs off to celebrate with Jadeja ignoring Sehwag !…

…….and they call it the Dressing Room Divide !

The Divide  has been created by BCCI and Dhoni ~ a Superstar who’s unable to command respect from other superstars !

It’s all about Monies ! and the Arrogance and how Power Corrupts and Absolute Power Corrupts Absolutely ! ~ you are in control to spend Billions of Dollars in the BCCI Kitty the way you want ! ~ why do you think top politicians head state cricketing bodies ! ~you create a hotbed concept like  IPL and run it like your fiefdom ~ This not only is corrupting young talent but also is affecting the game of  established Indian Cricketers who approach Test Matches and 50 overs ODIs with a T 20 mindset  and throw their wicket cheaply attempting uncalled for and rash strokes

I completely am in sync with the worry that  just retired Rahul Dravid voiced ” I’m more worried about the lack of Solid Batting Talent in India once the legendary powerhouses have all retired ! ~ Who will take their place !”

Who will indeed !

What can we do about it !

When Dhoni came onto the scene years ago in a fearless swashbuckling style with iconic long hair and helicopter strokes ,I became an Instant Fan ~ He deserved all the Adulation and Endorsements and Monies he made ~ but clearly the past few years all this has gone to his head and his game and captaincy has suffered ~ some of his on field strategies have been inexplicable ~ often a strong impression is felt that he simply does not care if we win or lose! ~ no fire in the belly ! no passion ! ~ that we saw in him when he burst onto the scene years ago ~ got him and Harbhajan Singh at the Town Hall Stamp Duty Office in Mumbai a few years ago registering property they had invested in now upscale Lower Parel area in Mumbai ~ Nothing wrong in such judicious Investments except that it creates an impression that riches from the Fat Fees from BCCI and State Bodies and IPL and ofcourse Big Endorsements and the hero worship by a cricket crazy nation has gone to their head and  led to complacency and underperformance  and taking their place for granted in the Team read more

You My Friend Can Make More Money ! But You Cant Make More TIME !

Pastor Rick Warren ~ Author of the best selling 'The Purpose Driven Life ~ What on Earth Am I'm Here For ?'

Inspirational Quotes from Rick Warren,Author of  The Purpose Driven Life: What on Earth am I Here for?

Rick Warren is the founding pastor of Saddleback Church in Lake Forest, Calif., one of America’s largest and most influential churches. Rick is author of the New York Times bestseller “The Purpose Driven Life.” His book, “The Purpose Driven Church,” was named one of the 100 Christian books that changed the 20th century. He is also the founder of, a global Internet community for pastors.

“Time is your most precious gift because you only have a set amount of it. You can make more money, but you can’t make more time. When you give someone your time, you are giving them a portion of your life that you’ll never get back. Your time is your life. That is why the greatest gift you can give someone is your time. It is not enough to just say relationships are important; we must prove it by investing time in them. Words alone are worthless. “My children, our love should not be just words and talk; it must be true love, which shows itself in action.” Relationships take time and effort, and the best way to spell love is “T-I-M-E.” 

we are product of our past but we don’t have to be prisoners of it”

“Frankness is not a license to say anything you want, wherever and whenever you want. It is not rudeness.”

“Those who follow the crowd usually get lost in it.
I don’t know all the keys to success, but one key to failure is to try to please everyone.”

“Resentment always hurts you more than it does the person you resent. While your offender has probably forgotten the offense and gone on with life, you continue to stew in your pain, perpetuating the past. Listen: those who hurt you in the past cannot continue to hurt you now unless you hold on to the pain through resentment. Your past is past! Nothing will change it. You are only hurting yourself with your bitterness. For your own sake, learn from it, and then let it go.”

“Your value is not determined by your valuables, and God says the most valuable things in life are not things!”

2013 will be a Rate Cut Year ~ Real Gains for Selective Real Estate Companies ~ check out some Criteria

2013 will be a Rate Cut Year ~ Real Gains for Selective Real Estate Companies

Some Selection Criteria

  • Commercial or Residential Projects Closures ~ Beneficiaries of FDI in Multi Brand Retail perhaps !
  • Zero or Low Debt
  • Mumbai & Gujarat Centric
  • Promoter Pedigree and Accepted Level of Corporate Governance  ~ Where Real Estate is involved the Promoters tend to keep the ‘Meat’ with themselves through a Layer of Holding companies or entering into Fronting Partnerships
  • On a Relative Basis an Attractive Price to Book ~ preferably below 1
  • On an Absolute Basis a Low Market Cap to Asset Values
  • Real Estate Business or Wealth may deliberately not be Core Business presented

I have Three already identified where I don’t see much downside though one needs to be patient with such holdings

There are other Three Controversial Players too that will see an upside !

Oh ! and has anybody factored the Powai Property of Larsen & Toubro in it’s Valuation ! ? ~ it’s not one of the three though !

There are Many in the Real Estate Business who expect a revival in 2013 ~ with more buoyancy in selective pockets

And may I remind you that Real Wealth in the last decade has been in Property ! ~ many have even become ‘noveau and filthy rich’ because they took the Property Risk at the Right Time and Right Price as Millenium  dawned on us ~ of course I do not condone those who ‘captured’ property by unfair,immoral,foul,coercive and criminal means ~ and also how many of them flaunt arrogantly at Flashy and Opulent Family Weddings where they gift  Mercedes and BMW and Audi Cars and Ipads and Pleasure Trips to Switzerland to invited Guest winners in ‘Housey Games’ !

Success should be measured by how you Balance when you don’t have such Wealth and how you Behave when you have it ! ~ Sadly we have become a Nation of Status Addicts !

Cheers ! and Happy Hunting !

Blessed at the First Wednesday Novena of 2013 at St Michaels Church at Mahim in Mumbai

Birth of Infant Child Jesus depicted beautifully for the Christmas Season at St Michaels Church at Mahim, Mumbai well known for the Wednesday Novena

Wife and I enjoy all Religons and really feel Blessed ~ we do the first Nine Novenas of every New Year at St Michaels Church,Mahim,Mumbai

Wednesday is the Day for the Novena  and thousands of  people congregate at the Church for Novena Prayers &  Blessings ~ there are over Ten Novenas conducted right from early morning till late at night ~ Most are in English and some in several Indian languages with each lasting @ 30 minutes ~ 20 minutes of praying together and a ten minute sermon by the Father or Priest who leads the Novena Prayers ~  we participated in the English &  last one for the day that begins at 9.30 pm at night and came home feeling warm and blessed for 2013

In February 2010 I had blogged on a really Lovely Novena Sermon ~ Want to share it again with you’ll ~ Have a Read and you will feel warm from the inside on such lovely reflections….

What a lovely Novena sermon by Father George Athaide,last Wednesday at St Michaels Church,Mahim,Mumbai

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