mayur bhat

On Wealth, Economics , Tech , Running , Wine, Capitalist with a heart ! Tweets are mine ✌️

[mayur bhat @BhatMayur]

Can the hon @AshwiniBhide @MMRDAOfficial folks pl do one recce from BKC metro station to 4-5 prominent offices on foot please ? Can some good pavements be behold with urgency ?

[Anirudh Kejriwal @AnirudhKejriwal]

To everyone saying "just use the metro."

The BKC metro station drops you 1.5-2.5km from most offices.
That last stretch? Auto or taxi. Back in traffic. Square one.

And to the genius saying “2-3km is walkable, Europeans do it all the time”

Yes, I walk 10-15km a day when I am in Europe. Happily.

But I am not walking in a city where pedestrians share the exact same road as trucks and buses, breathing direct exhaust from their tailpipes.

And if you still think Mumbai is London, Paris, or Shanghai - based on a WhatsApp forward your uncle sent - you are precisely the reason Mumbai is exactly where it is today.

[Raj Thackeray @RajThackeray]

माझ्या महाराष्ट्र सैनिकांना, हितचिंतकांना,

सस्नेह जय महाराष्ट्र,

१४ जून या माझ्या वाढदिवसाच्या दिवशी गेली अनेक वर्ष तुम्ही सगळे जणं मला उत्साहाने भेटायला येता, शुभेच्छा द्यायला येता, येताना पुष्पगुच्छ, मिठाई, केक घेऊन येता, राज्यभर होर्डिंग्स लावता . वाढदिवसाच्या दिवशी माझ्या जवळच्या लोकांना भेटणं हे खरंच आनंददायी असतं. पण यावर्षी मी माझ्या वाढदिवसाच्या दिवशी मुंबईत नसल्यामुळे तुमची भेट होऊ शकणार नाही.

पण माझी तुम्हा सगळ्यांना विनंती आहे की माझा वाढदिवस लोकोपयोगी उपक्रमातून साजरा करा. शुभेच्छांची होर्डिंग्स लावून, शहरंच्या शहरं रंगवण्याच्या ऐवजी हा वाढदिवस जरा वेगळ्या पद्धतीने तुम्ही साजरा करावा, असं माझं तुम्हाला आवाहन आहे.

यावर्षी १४ जूनला राज्यभर फुलांची, फळांची किंवा टिकतील अशी झाडं तुमच्या परिसरात लावा. फळांची आणि फुलांच्या झाडांना उन लागत त्यामुळे त्यांना उन आणि पाणी मिळेल अशाच ठिकाणी लावा ! फळांची आणि फुलांची झाडं याकरता जेणेकरून ती दिसतातही छान आणि सर्वात महत्त्वाचं म्हणजे त्यामुळे विविध प्रकारचे पक्षी आकर्षित होतात ! बरं पुन्हा ती रस्ते रुंदीकरणात तुटली जाणार नाहीत याचीही काळजी घ्या ! झाडं लावताना ती मोठी झाडं लावा जेणेकरून ती टिकतील , बऱ्याचदा छोटी रोपं लक्ष नाही दिलं तर टिकत नाहीत! अशी झाडं नर्सरीत मिळतात, ती योग्य जागा बघून तुमच्या भागातील स्थानिकांच्या हस्ते त्यांचं रोपण करा. आणि तिथल्या स्थानिकांना विश्वासात घेऊन त्यांना देखील या नव्याने लावलेल्या रोपांची, झाडांची काळजी घेणं, त्याला पाणी घालणं या उपक्रमात सामील करून घ्या, जेणेकरून ती झाडं दीर्घकाळ टिकतील.

तसंच उन्हाळ्यातच नाही तर हल्ली अगदी जानेवारी फेब्रुवारीपासूनच प्राणी, पक्षी पाण्यासाठी वणवण फिरताना आढळतात. यावर्षी जर पाऊस कमी झाला तर पुढच्या वर्षाच्या सुरुवातीपासूनच प्राणी पाण्यासाठी वणवण फिरणार आहेत. त्यामुळे प्राण्यांसाठी, पक्ष्यांसाठी जंगलांच्या तोंडाशी, अगदी शहरांमध्ये सुद्धा भटक्या प्राण्यांसाठी पाणवठे उभारा आणि फक्त पाणवठे उभारून थांबू नका तर त्यात कायम पाणी असेल असं पहा. साधारणपणे १ ते १.५ महिन्यांपूर्वी चंद्र्पुरमध्ये प्राणी जंगलातून बाहेर येऊन शहरांत पाण्यासाठी वणवण भटकत आहेत अशी दृश्य मी पाहिली, आणि मी तात्काळ माझा चंद्रपूरमधला सहकारी मनदिप रोडेला फोन करून प्राण्यांसाठी पाणवठे करायला सांगितलं. आणि त्याने तात्काळ ते पाणवठे तयार केले. त्यामुळे असेच पाणवठे तयार करा. आणि पाणवठे असोत की वृक्षारोपण असेल, दोन्ही करताना शासकीय यंत्रणेला पण बरोबर घ्या.

यावर्षीचा उन्हाळा हा भीषण होता, आणि हवामान तज्ज्ञांचा अंदाज असा आहे की यावर्षीचा पावसाळा हा सरासरीत कमी असणार आहे. यावर्षी जर पाऊस कमी पडला तर त्याचा थेट परिणाम पुढच्या वर्षीच्या उन्हाळयात जाणवणार आहे. बरं हे एक वर्ष घडलं आणि पुढे सगळं आलबेल असेल असं नाही. सध्या राज्यात आणि देशांत वृक्षतोड्यांचं राज्य चालू आहे. त्यामुळे बेसुमार वृक्षतोड सुरु आहे. त्यामुळे कदाचित जसं प्राणिसंग्रहालयात जाऊन लहान मुलांना प्राणी दाखवायला लागतात तशी भविष्यात मुलांना झाडं दाखवायला कुठेतरी न्यावं लागेल. त्यामुळे आत्ताच्या आणि आपल्या पुढच्या पिढ्यांसाठी झाडं लावली पाहिजेत, ती जगवली पाहिजेत, कारण सध्या झाडांची जंगलं उध्वस्त करून इमारतींची जंगलं उभी करण्यातच सरकार व्यस्त आहे ! म्हणूनच हा उपक्रम आपण हाती घेत आहोत.

फक्त झाडं लावताना जसं स्थानिकांना विश्वासात घेऊन हा उपक्रम राबवा तसा तो एक दिवसाचा सोहळा होणार नाही किंवा फोटो काढून सोशल मीडियावर टाकून फक्त लाईक्स कमवले असं करू नका. आपल्याला लाईक्स आणि व्ह्यूज नाहीत तर झाडं लावून लोकांचे आणि निसर्गाचे आशीर्वाद कमवायचे आहेत.

बाकी जरी १४ जूनला भेट होऊ शकत नसली तरी लवकरच आपली भेट होईल तेंव्हा सविस्तर बोलूच.

आपला नम्र

राज ठाकरे ।

[mayur bhat @BhatMayur]

The folks are blind ! They haven’t seen the connectivity issues plaguing anyone coming in from western suburbs ! Even the BKC metro exit doesn’t connect to the prominent offices vide a paved footpath ! @MMRDAOfficial

[MMRDA @MMRDAOfficial]

As an organisation committed to sustainable and efficient urban mobility, MMRDA believes meaningful change begins by leading through action.

MMRDA officials and employees will adopt public transport on Fridays, encouraging citizens, professionals and organisations across BKC to explore sustainable commuting choices.

The BKC Weekly Public Transport Day initiative is a voluntary effort to build awareness, encourage smarter travel habits and promote greater use of public transport.

Choosing public transport even once a week can contribute towards a cleaner, more efficient and future-ready Mumbai.

[Vir Das @thevirdas]

Everyday i find myself thinking…what do these bunker building private island buying rich people know about the next decade that we don’t?

[mayur bhat @BhatMayur]

Without getting political about it , the establishment has to keep the environment in centre of every urban planning initiative . Reforestation 400 kms away is an eyewash . @CMOMaharashtra

[Aaditya Thackeray @AUThackeray]

Anybody from this regime celebrating World Environment Day is a farce!

For the State and Municipal Corporations, let them speak on the following first before they can make videos and reels:

1) Allowing mines by diluting tiger corridors in Gadchiroli

2) Diluting the Eco Sensitive Zone in the Sahayadris- Western Ghats

3) Proposed hacking of 45,000 mangrove trees in Mumbai

4) Proposed hacking of 5,00,000 trees in Tansa Wildlife Sanctuary for Gargai Dam project

5) Legalising encroachments of bungalows and hotels in Sanjay Gandhi National Park under the name of a “master plan”

6) Diverting Forest land in Yeoor Forest, Thane to benefit a select few builders

7) Proposed chopping of the Vetal Tekdi hill for a road that isn’t needed

8) The riverfront destruction project in Pune which is the only example in the world where a river will be narrowed, shallowed. This will also increase the danger of floods to Pune city and its vicinity.

9) The government’s extreme keenness on cutting down Ajni Vann forest in Nagpur city

10) Proposed hacking of trees in the Empress Botanical Gardens of Pune

11) Failure to reduce the pollution emission from thermal power plants by not enforcing basic pollution control measures.

12) failure to shut down fly ash ponds and coal washeries near thermal power plants even

13) Hacking of trees in Nashik in the name of “development”, more so proposing to cut down Tapovann- the forest of meditation.

14) BMC converting recreation and playgrounds into residential plots for builders.

The list goes on.

The point is, why does the regime and its aligned organisations even put up the facade of celebrating world environment day, when all they believe in is hacking down forests, cutting down hills, and cementing up the rivers!

#WorldEnvironmentDay #Maharashtra

[mayur bhat @BhatMayur]

Will AI assisted verdicts still take years to proclaim ?

[CNBC-TV18 @CNBCTV18News]

AI can help judges. AI can help lawyers.
But under the Supreme Court's proposed new rules, AI can NEVER decide a case.
In a first, the Supreme Court has released draft regulations on the use of AI in courts—allowing chatbots, legal research, translation and transcription, while drawing a hard line against AI judges and AI sentencing
India's judiciary is stepping into the AI era. But one principle remains unchanged - Justice may use AI. Justice will not be delivered by AI.

WATCH: https://t.co/Tsh3I3IiE6
@AshmitTejKumar
#SupremeCourt #AI #ArtificialIntelligence #Judiciary #Law #Courts #India #LegalTech #CNBCTV18

[Gaurav Dalmia @gdalmiathinks]

Just the IPOs of Jio and NSE and the subsequent exit of foreign investors can lead to 10% of India's total forex reserves getting depleted. Big numbers!!!

[Chamath Palihapitiya @chamath]

https://t.co/kJc3ewLW69

[mayur bhat @BhatMayur]

@AshwiniBhide @TawdeRitu Hon Commissioner & Mayor - Would request to evaluate road sweeping machines for BMC residential areas . This will achieve 1. Low AQI 2. Better health for sweepers (can be retrained )3. To avoid wasted effort as dust after sweeping resettles in same place again 🙏🙏@mybmc @mybmcWardHW

[The Indian Express @IndianExpress]

#ExpressInvestigation 🔍 | A 1-km road stretch in #Delhi can hold nearly 145 kg of dust. But the system meant to clean it is failing at almost every level.

The Indian Express tracked Delhi’s mechanical road sweepers for over 300 days, analysing 18 million GPS data points.

The investigation found that Delhi has just 95 sweeping machines — more than 80% short of the 505 recommended to control road dust.

Even this limited fleet is not being fully used. In #summer, when road dust is at its worst, only 25 routes were active on a typical day. By March, that number fell to just 15.

The deployment is uneven too, with machines concentrated more in VIP-heavy and better-funded zones, while outer areas get far less coverage.

Sanitation workers walk up to 30 km a night beside slow-moving machines, often without specialised protective gear.

And after collection, the dust is often dumped uncovered at open sites, where it can rise again.

Experts say sweepers are only a temporary fix. The real solution lies in end-to-end road paving.

Read in detail👇🏽
https://t.co/ej1JwHWaTk

Express investigation by: Sophiya Mathew, Drishti Jain, Kaunain Sheriff M
Produced and edited by: Prachi (@mujheykuchnahiaata)
Script and voiceover: @shameenalauddin

[mayur bhat @BhatMayur]

@AshwiniVaishnaw Hon Rail Min , Could you kindly evaluate 15 min frequency commuter trains between PNQ-DDR , crying need in terms of fuel , productivity and man hours wasted . The senseless increase of resources on road transport is baffling

[The Analyzer (News Updates🗞️) @Indian_Analyzer]

🚨 HUGE

NHAI preparing a new 8-LANE express corridor to cut MUMBAI–PUNE travel time to just 90 MINUTES.

₹15,000 CRORE project to begin near ATAL SETU and connect to SHIVERE in Bhor taluka.

[mayur bhat @BhatMayur]

Whether you like his views or not - his sense of humour is tops

[Latha Venkatesh @latha_venkatesh]

For those worrying about the rupee- here’s a chat you shouldn’t miss… https://t.co/wLPsFJQpC4

[Shankar Sharma @1shankarsharma]

Ok Baccha and Buddha Party, Le Grand Fromage writes today in @bsindia
(The inspiration for this piece came from @Dhananj89102936
And @kaul_vivek)

https://t.co/326bI3SZnt

( Message to all copy - pasters on Twitter: don't do this. Respect ideas, thoughts, IPRs. That's how great people & nations act. Always acknowledge gratefully.)

Important Quiz Question:

" How many Bull Markets has India had?"

This is a deep, data driven piece, & meant ONLY for serious students of Investing.
The data might surprise. Even shock you. Because it's never going to be told to you.

Also meant for: Indian MF SIP investors. F2 Investors. NRIs.

Probably not meant for MFDs. Fund Managers, TV anchors 😉

-I show you how our recent '20-'24 Bull Market was like Maradona 's Hand of God.

-I highlight my own prop ratio for assessing Bull Markets: The Time Shift Return Dispersion.

- I show you the shifting return plane of Indian Bull Markets

-I also showcase Tim Dexter: my real & ONLY investing God.

Read very very carefully. Absorb. Savor. Swirl. Swallow. Share.

Let me know your thoughts. I read everything. I have plenty of time!

Let me give you the initial few paras right here:

How many Bull markets has India had

And why this has implications on FII and retail flows

You can tell a person from the heroes he worships. I worship Timothy Dexter.

An eccentric entrepreneur of the 1700s, he made bets that had no logic. But they turned out to be gifts of Providence.

For example, he was tricked into sending coal to Newcastle. Newcastle in England was the womb of coal. It was a move of the demented. But miners in Newcastle went on a flash strike. Coal prices shot up. Dexter made a ton.

His business rivals suggested sending bed-warming pans—a winter tool—to tropical West Indies. His ship captain sold them as molasses ladles. Dexter made out again.

My Dexter moment came in the spring of 1991. At the foothills of the Harshad Mehta boom, I espied an opportunity in a company called Karnataka Ball Bearings. The company did not seem to be having a great market for its ball bearings or whatever it is that it made. Hence, it was making massive losses.

Then one fine day, it announced that it was closing down operations.

A shifty trader sidled upto me in the trading ring of the BSE and whispered:" Buy KBB." I asked "Why?" " It's a sure thing: when it was operating it was making huge losses. But now that it has closed down, the losses will shrink. Heck, it might even turn profitable. And, by the way, I have some stock that I can sell you."

I was a callow youth. My inner Dexter was seduced by the trenchant logic. It was God's own stock. Of course, it was a set up.

I bought at Rs 5. Clearly, that low IQ Bull market thought the same and the stock went up to 150 or something.

My moderately better IQ had me sell. I had my first fortune.

You can be right for the wrong reasons and yet get rich. Mastering this is a rare skill.

I have since, always believed, Great Fortunes are often outcomes of Good Fortune.

But the reason why I mention this little story is: can we call the Harshad bull market an actual bull market? Or a bull market funded by PSU Banks, into a handful of stocks. A market that was played by a bunch of insiders (and Dexters like me). Naah, it was just a tiny, rigged wave. Dr. MMS was denied credit. That would come later....

https://t.co/326bI3SZnt

[mayur bhat @BhatMayur]

Extraordinary comment from a person I admire deeply . IMHO he is doing a disservice to capitalism by these comments .

[CNBC @CNBC]

Jeff Bezos: "If I do my job right, the value to society and civilization from my for-profit companies will be much, much larger than the good that I do with my charitable giving."

[Sandeep Parekh @SandeepParekh]

As global bond yields rise (rapidly), inflation rises, and policy rates must rise in response to oil price driven inflation, here is what will happen: 🧵

[mayur bhat @BhatMayur]

What the doctor orders for India ~~ get investor confidence back in India 1. Welcome all FDI , a hi power team to clear all road blocks including changing tax laws , ownership structures & litigation aspects with a 30 day time frame for delivering a bill to Parliament 2. Cap gains relaxation’s for foreign investors 3. Sin taxation on gold jewellery - only way is curbing demand 4. Tax holidays on all alternate fuel investments including a massive FCNR bond issuance dedicated to these investments @RBI @FinMinIndia @SEBI_India

[mayur bhat @BhatMayur]

@CMOMaharashtra Bike taxis solve a real problem of missing Best buses / last mile issue . Being Humane is an important compass on governance - this ruling is wrong

[पाकीट तज्ञ @paakittadnya]

Maharashtra Transport Minister Pratap Sarnaik has hinted at banning Bike and Taxi Apps like Ola and Rapido in Maharashtra.

Many people I know feel this decision is influenced by the Autorickshaw Cartels. Will the minister clarify his stand or is the public perception right ?

[Haresh Chawla @hchawlah]

India stumbles from crisis to crisis and only initiates reform when forced to act.

Can we create a new operating system to unlock our potential?

I write about this dichotomy between India’s ambition and its actions here:

https://t.co/v2tV14gjKM

[Trinh @Trinhnomics]

@Trinhnomics with @cnbcSri on why the RBI will need to hike!

https://t.co/pDR0Gl3qcA

[Rajeev Mantri @RMantri]

1/ Owing to high barriers to entry, India’s lodging and hotels industry has become a cartel that raises prices at will and fleeces customers.

India’s luxury hotel average daily rate (ADR) in Mumbai and Delhi now rival those of New York and London. Absurdly enough, the financial press sometimes celebrates this as some triumph of Indian hospitality. It is nothing of the sort. High prices are the unmistakable stamp of a supply-constrained market in a low income country, which should actually have a very competitively priced and deep pool of lodging options. The hotel industry is a structural failure being hyped as a success.