Pabrai Wagons ETF's banner
Pabrai Wagons ETF's profile picture

Pabrai Wagons ETF

@wagonsetf • 5,719 subscribers

Exchange-Traded Fund (ETF) managed by Mohnish Pabrai. NYSE Arca: WAGN. Available on most brokerages.

Videos

LIVE
1.2k

Anya Rossi

sweetdream.ai

SweetDream.aiSponsored•Livecam
Streaming Now

Watch Anya Live

Anya is streaming live right now! Join her private show and enjoy exclusive content.

HD live stream
Exclusive private shows
1.2k viewers online

Free preview available • Premium content

Edelweiss (one of our largest holdings) is a financial services company in India with a ~$1.2B market cap. Management is planning to spin off multiple subsidiaries, starting with its Alternative Assets business (EAAA). We believe that IPO alone could be worth Edelweiss’s entire current market cap. Our Portfolio Manager Mohnish Pabrai explains.
1:22
wagonsetf's profile picture

Edelweiss (one of our largest holdings) is a financial services company in India with a ~$1.2B market cap. Management is planning to spin off multiple subsidiaries, starting with its Alternative Assets business (EAAA). We believe that IPO alone could be worth Edelweiss’s entire current market cap. Our Portfolio Manager Mohnish Pabrai explains.

Pabrai Wagons ETF

111,733 views • 10 months ago

Circle the Wagons and hold on for dear life! Mohnish Pabrai uses $WMT and the Nifty Fifty as an example to show that when you own a great business, the hardest and most important job is holding on.
1:50
wagonsetf's profile picture

Circle the Wagons and hold on for dear life! Mohnish Pabrai uses $WMT and the Nifty Fifty as an example to show that when you own a great business, the hardest and most important job is holding on.

Pabrai Wagons ETF

22,821 views • 1 month ago

Not all coal is created equal. Portfolio Manager Mohnish Pabrai explains the thesis behind the $WAGN ETF’s sizable investment in metallurgical coal and why developing economies may still rely on it to make steel 50 years from now.
1:27
wagonsetf's profile picture

Not all coal is created equal. Portfolio Manager Mohnish Pabrai explains the thesis behind the $WAGN ETF’s sizable investment in metallurgical coal and why developing economies may still rely on it to make steel 50 years from now.

Pabrai Wagons ETF

15,157 views • 1 month ago

Wait for opportunities so obvious they hit you over the head with a 2x4. Longtime Berkshire Hathaway executive, Ajit Jain, recently described this approach at the $BRK 2026 Annual Meeting in Omaha. Our Portfolio Manager, Mohnish Pabrai, has followed this investing principle for years.
1:26
wagonsetf's profile picture

Wait for opportunities so obvious they hit you over the head with a 2x4. Longtime Berkshire Hathaway executive, Ajit Jain, recently described this approach at the $BRK 2026 Annual Meeting in Omaha. Our Portfolio Manager, Mohnish Pabrai, has followed this investing principle for years.

Pabrai Wagons ETF

31,153 views • 5 months ago

Don't sell your compounders too early. Mohnish Pabrai explains why a strict application of Ben Graham’s valuation framework could have led investors to sell Walmart in the 1970s, causing them to miss the extraordinary compounding that followed.
0:57
wagonsetf's profile picture

Don't sell your compounders too early. Mohnish Pabrai explains why a strict application of Ben Graham’s valuation framework could have led investors to sell Walmart in the 1970s, causing them to miss the extraordinary compounding that followed.

Pabrai Wagons ETF

28,794 views • 6 months ago

Management integrity and capability are non-negotiables. Our Portfolio Manager, Mohnish Pabrai, explains why studying what management teams have done over the last ten years is far more useful than assessing what they'll do in the next ten.
0:46
wagonsetf's profile picture

Management integrity and capability are non-negotiables. Our Portfolio Manager, Mohnish Pabrai, explains why studying what management teams have done over the last ten years is far more useful than assessing what they'll do in the next ten.

Pabrai Wagons ETF

15,605 views • 2 months ago

In nature and in business, it’s not the biggest that survive, but the fittest. Drawing from Pulak Prasad’s "What I Learned About Investing from Darwin," our Portfolio Manager Mohnish Pabrai breaks down why an unlevered balance sheet and an adaptable management team are the true markers of a fit business.
1:38
wagonsetf's profile picture

In nature and in business, it’s not the biggest that survive, but the fittest. Drawing from Pulak Prasad’s "What I Learned About Investing from Darwin," our Portfolio Manager Mohnish Pabrai breaks down why an unlevered balance sheet and an adaptable management team are the true markers of a fit business.

Pabrai Wagons ETF

22,898 views • 4 months ago

Some investors would call Saudi Aramco a cyclical commodity business. Our Portfolio Manager, Mohnish Pabrai, uses it as an example of why that label can be overly simplistic, and why a low-cost producer with long lived reserves can be a great business hiding in plain sight.
1:37
wagonsetf's profile picture

Some investors would call Saudi Aramco a cyclical commodity business. Our Portfolio Manager, Mohnish Pabrai, uses it as an example of why that label can be overly simplistic, and why a low-cost producer with long lived reserves can be a great business hiding in plain sight.

Pabrai Wagons ETF

14,474 views • 3 months ago

Our Portfolio Manager, Mohnish Pabrai, hosts quarterly $WAGN shareholder calls, where he answers investor questions about the portfolio’s existing positions. On our March 11, 2026 call, Mohnish discussed the resilience of "vertical market software," and why market concerns about AI created what we believe was a rare opportunity to invest in Constellation Software ($CSU).
2:14
wagonsetf's profile picture

Our Portfolio Manager, Mohnish Pabrai, hosts quarterly $WAGN shareholder calls, where he answers investor questions about the portfolio’s existing positions. On our March 11, 2026 call, Mohnish discussed the resilience of "vertical market software," and why market concerns about AI created what we believe was a rare opportunity to invest in Constellation Software ($CSU).

Pabrai Wagons ETF

23,975 views • 6 months ago

High returns on equity are non-negotiable. Our Portfolio Manager, Mohnish Pabrai, shares his multi-bagger framework: if a business lacks high returns on equity, relies on debt to grow, or has questionable management, it's an automatic pass.
0:44
wagonsetf's profile picture

High returns on equity are non-negotiable. Our Portfolio Manager, Mohnish Pabrai, shares his multi-bagger framework: if a business lacks high returns on equity, relies on debt to grow, or has questionable management, it's an automatic pass.

Pabrai Wagons ETF

23,035 views • 6 months ago

In the short run, the market is a voting machine. In the long run, it is a weighing machine. Our Portfolio Manager, Mohnish Pabrai, explains why crowding into the same popular names can be a gift to disciplined investors: the high-quality, overlooked businesses remain cheap.
0:45
wagonsetf's profile picture

In the short run, the market is a voting machine. In the long run, it is a weighing machine. Our Portfolio Manager, Mohnish Pabrai, explains why crowding into the same popular names can be a gift to disciplined investors: the high-quality, overlooked businesses remain cheap.

Pabrai Wagons ETF

23,244 views • 7 months ago

Investing is about conviction. Our Portfolio Manager, Mohnish Pabrai, discusses why the lowest conviction ideas in a portfolio should be questioned if higher conviction opportunities arise.
0:55
wagonsetf's profile picture

Investing is about conviction. Our Portfolio Manager, Mohnish Pabrai, discusses why the lowest conviction ideas in a portfolio should be questioned if higher conviction opportunities arise.

Pabrai Wagons ETF

21,249 views • 6 months ago

Great businesses are rare. If you’re fortunate enough to own one, trying to time when it’s “fully priced” often leads to selling too soon. As our Portfolio Manager Mohnish Pabrai notes, unless the stock becomes egregiously overpriced, if it remains great, the wiser move is to "circle the wagons" around it and leave it alone.
0:43
wagonsetf's profile picture

Great businesses are rare. If you’re fortunate enough to own one, trying to time when it’s “fully priced” often leads to selling too soon. As our Portfolio Manager Mohnish Pabrai notes, unless the stock becomes egregiously overpriced, if it remains great, the wiser move is to "circle the wagons" around it and leave it alone.

Pabrai Wagons ETF

24,755 views • 8 months ago

If you can’t explain your investment thesis to a 10-year-old in 4-5 sentences, it’s a pass. Our Portfolio Manager Mohnish Pabrai explains why true conviction comes from simplicity, not complex Excel models.
1:07
wagonsetf's profile picture

If you can’t explain your investment thesis to a 10-year-old in 4-5 sentences, it’s a pass. Our Portfolio Manager Mohnish Pabrai explains why true conviction comes from simplicity, not complex Excel models.

Pabrai Wagons ETF

28,506 views • 10 months ago

Use a Pre-Investment Checklist to identify potential failure points before pulling the trigger. Our Portfolio Manager, Mohnish Pabrai, discusses the power of a Pre-Investment Checklist and three common mistakes it can help avoid.
1:09
wagonsetf's profile picture

Use a Pre-Investment Checklist to identify potential failure points before pulling the trigger. Our Portfolio Manager, Mohnish Pabrai, discusses the power of a Pre-Investment Checklist and three common mistakes it can help avoid.

Pabrai Wagons ETF

18,797 views • 5 months ago

Our Portfolio Manager Mohnish Pabrai shares a helpful investing framework: anchor yourself in Ben Graham’s three core principles, then layer in an uncompromising focus on business quality.
1:12
wagonsetf's profile picture

Our Portfolio Manager Mohnish Pabrai shares a helpful investing framework: anchor yourself in Ben Graham’s three core principles, then layer in an uncompromising focus on business quality.

Pabrai Wagons ETF

16,741 views • 5 months ago

Enduring moats are exceptionally rare. Our Portfolio Manager, Mohnish Pabrai, explains why almost all competitive advantages eventually get competed away, and why investors should evaluate business moats with a healthy dose of skepticism.
1:13
wagonsetf's profile picture

Enduring moats are exceptionally rare. Our Portfolio Manager, Mohnish Pabrai, explains why almost all competitive advantages eventually get competed away, and why investors should evaluate business moats with a healthy dose of skepticism.

Pabrai Wagons ETF

18,553 views • 6 months ago

Our Portfolio Manager, Mohnish Pabrai, explains why history rarely repeats itself in the same market, but it may rhyme somewhere else.
1:08
wagonsetf's profile picture

Our Portfolio Manager, Mohnish Pabrai, explains why history rarely repeats itself in the same market, but it may rhyme somewhere else.

Pabrai Wagons ETF

11,350 views • 3 months ago

It is nearly impossible to know which great businesses will remain great. Our Portfolio Manager, Mohnish Pabrai, explains why owning only great businesses increases the odds that you can capture one or two exceptional winners that can drive the outcome.
1:19
wagonsetf's profile picture

It is nearly impossible to know which great businesses will remain great. Our Portfolio Manager, Mohnish Pabrai, explains why owning only great businesses increases the odds that you can capture one or two exceptional winners that can drive the outcome.

Pabrai Wagons ETF

12,081 views • 3 months ago

Fast is slow. Our Portfolio Manager Mohnish Pabrai breaks down why slowing down your decision-making process and treating your investment lifetime as a limited set of choices can improve the quality of your portfolio.
0:51
wagonsetf's profile picture

Fast is slow. Our Portfolio Manager Mohnish Pabrai breaks down why slowing down your decision-making process and treating your investment lifetime as a limited set of choices can improve the quality of your portfolio.

Pabrai Wagons ETF

13,958 views • 5 months ago