French Hidden Champions: portfolio moves 18/02/2024-update on a holding

Reinvesting dividends, facing a short report and to just keep buggering on

What a week! As usual each time I go on holiday at this time of the year something happens. This time it was the short report by MW against Fairfax Financial Holdings. I will probably write something about it as it always good fun to deconstruct and rebutt a short report. Short reports are always a good read but they need to be precise, thorough and objetive which was not the case here…

Dividends coming from different holdings were swiftly reinvested (a recurring weakness of mine but you already know that).