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MungerWunger

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Everything posted by MungerWunger

  1. Ted made a bunch of money in his personal account with his Dillard purchase: https://markets.businessinsider.com/news/stocks/warren-buffett-berkshire-hathaway-ted-weschler-dillards-stock-sales-return-2022-2
  2. @Viking Big fan of your fairfax posts! Just curious what % of your portfolio is allocated to the company if you don't mind sharing
  3. 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
  4. MW questions to management for tomorrow's earnings call: https://d.muddywatersresearch.com/content/uploads/2024/02/Fairfax_MWQuestionsForQ423Call.pdf
  5. short report: https://www.muddywatersresearch.com/research/ffh/mw-is-short-ffh/
  6. I think Bill G. owned ~ 50% of Microsoft when the company first IPO'ed
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