This week’s readings/links include a conversation with Kerr Neilson, the Orbis team on Allan Gray’s legacy, David Webb on Backchat, Greenwood Investors on the psychology of passive and an interview with Merck Mercuriadis, founder of the Hipgnosis Songs Fund.
- Kerr Neilson: The relevancy of behavioural finance today, where he is seeing the greatest change around the world, and lies ahead in 2020.
- Allan’s legacy: Investment thinking.
- David Webb on Backchat: Land, housing and Disneyland.
- Greenwood Investors: The psychology of passive.
- The man who’s spending $1 billion to own every pop song: Music mogul Merck Mercuriadis raised hundreds of millions of dollars to buy the rights to hits by Taylor Swift, Timbaland, and Bruno Mars. Is he insane?