MungerWunger

@Viking Big fan of your fairfax posts! Just curious what % of your portfolio is allocated to the company if you don't mind sharing

Constellation Software shares which I first purchased on January 2, 2019 at $ 862 per share and have continually added to since (currently 33% of my portfolio) . Special shoutout to @Liberty whom I have been following from afar for years now

MW questions to management for tomorrow's earnings call: https://d.muddywatersresearch.com/content/uploads/2024/02/Fairfax_MWQuestionsForQ423Call.pdf

short report: https://www.muddywatersresearch.com/research/ffh/mw-is-short-ffh/

I think Bill G. owned ~ 50% of Microsoft when the company first IPO'ed