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Yearn to Learn, DJ Marshmello, Rule of 200 for Fintechs, Role of Optionality, and Financial Repression
Peeyush Jain & Mohit Garg
November 23, 2022
Hi friends 👋,
Happy Wednesday and welcome to the 2nd edition of Weekly Olio.
Many thanks for all your support and feedback so far, we hope it continues the same in the coming days and weeks. 😊
Let’s get to it.
P.S. There is a special treat in the end for all football lovers 🏟️
The Quote 💭
“Learn something. Learn why the world wags and what wags it. That is the only thing which the mind can never exhaust, never alienate, never be tortured by, never fear or distrust, and never dream of regretting. Learning is the only thing for you. Look what a lot of things there are to learn.”
The Tweet 🐦
BIBA nachdi 💃 Rings a bell? Read below to find out more ⬇️
1/ Marshmello is the 2nd highest paid DJ in the world and rakes in $40mm per year while wearing a marshmallow helmet. His secret? His brilliant, unknown manager, Moe Shalizi.
This is a lesson in how creative approaches in the music industry built a global phenomenon.
— Kevin Lee (@kevinleeme)
4:05 PM • Jul 31, 2020
Hmm…, so they created a mechanism for people to connect directly to music vs. a human artist or band. 🤯
The Infographic 💹
Similar to the “Rule of 40” for software companies, which captures the health of the business in all market conditions, the “Rule of 200” posits that fintech startups should be targeting net retention rate, revenue growth, gross margin, and an operating margin above 200%.
Credits: Coatue Management
The Short Read 📝
The Trouble with Optionality - by Mihir A. Desai
Mihir A. Desai is the Mizuho Financial Group Professor of Finance at Harvard Business School and a Professor of Law at Harvard Law School.
Creating optionality vs pursuing alpha...
The concept of optionality has become very important in our lives. Whether it is investing in stocks, or choosing a career path, options play a significant role in shaping our decision-making. In this piece, Mihir asks one to reflect if we tend to neglect something more fundamental when we go for maximising optionality in our careers.
The Long Read 📜
Financial Repression will be the leitmotif for the next 15-20 years - by Russell Napier
Russell Napier is the author of the Solid Ground Investment Report and co-founder of the investment research portal ERIC. He has written macroeconomic strategy papers for institutional investors since 1995.
Martin Wolf, Chief Economic Editor (FT), suggesting the gravity and speed of the present economic crisis…
Here, Russell Napier warns of a 15 to 20 year phase of structurally elevated inflation and financial repression. But this environment will also bring opportunities for investors. “We will see a boom in capital investment and a re-industrialisation of Western economies”, says Napier. Many people will like it at first, before years of badly misallocated capital lead to stagflation.
The Bonus Read 🎁
We owe it to the Qatari people to watch some games
— Ryan Petersen (@typesfast)
5:20 PM • Nov 21, 2022
When Qatar kicked off the first match of the 2022 World Cup against Ecuador on 20th November, the world finally witnessed the end result of one of the largest capital campaigns in human history. ⚽️ 🏆 💰 💰 💰
That’s all for this week. If you enjoyed this edition, we’d really appreciate if you share this newsletter with a friend, family member or colleague.
We’ll be back in your inbox 2 pm IST next Wednesday. Till then, have a productive week!
Disclaimer: The views, thoughts, and opinions expressed in the text belong solely to the author, and not necessarily to the author's employer, organization, committee or other group or individual.
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