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Pabrai Wagons ETF

@wagonsetf • 5,254 subscribers

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

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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.

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

111,041 görüntüleme • 8 ay önce

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.

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

15,155 görüntüleme • 1 ay önce

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.

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

14,247 görüntüleme • 1 ay önce

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.

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

31,075 görüntüleme • 4 ay önce

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.

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

22,800 görüntüleme • 3 ay önce

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.

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

28,738 görüntüleme • 4 ay önce

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

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

Pabrai Wagons ETF

11,178 görüntüleme • 1 ay önce

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.

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

22,974 görüntüleme • 4 ay önce

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).

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 görüntüleme • 4 ay önce

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.

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

11,994 görüntüleme • 1 ay önce

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.

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

18,750 görüntüleme • 4 ay önce

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.

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

16,620 görüntüleme • 3 ay önce

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.

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

21,237 görüntüleme • 5 ay önce

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.

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 görüntüleme • 5 ay önce

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.

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

24,726 görüntüleme • 6 ay önce

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.

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 görüntüleme • 8 ay önce

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.

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 görüntüleme • 4 ay önce

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.

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

13,906 görüntüleme • 3 ay önce

Corporate messaging is easy to manage. Management quality is harder to hide. Our Portfolio Manager, Mohnish Pabrai, evaluates leaders by studying decades of unscripted moments, from earnings calls and beyond, and comparing their words with their actions to develop a truer picture of the people running a business.

Corporate messaging is easy to manage. Management quality is harder to hide. Our Portfolio Manager, Mohnish Pabrai, evaluates leaders by studying decades of unscripted moments, from earnings calls and beyond, and comparing their words with their actions to develop a truer picture of the people running a business.

Pabrai Wagons ETF

16,904 görüntüleme • 5 ay önce

"Heads I win; tails I don't lose much." Our Portfolio Manager Mohnish Pabrai shares his bedrock investing philosophy: seek out asymmetric bets where the downside is protected, but the upside is uncapped.

"Heads I win; tails I don't lose much." Our Portfolio Manager Mohnish Pabrai shares his bedrock investing philosophy: seek out asymmetric bets where the downside is protected, but the upside is uncapped.

Pabrai Wagons ETF

16,513 görüntüleme • 5 ay önce