Pabrai Wagons ETF
@wagonsetf • 5,347 subscribers
Exchange-Traded Fund (ETF) managed by Mohnish Pabrai. NYSE ticker: WAGN. Available on most brokerages.
Videos
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 ETF30,658 次观看 • 29 天前
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 ETF111,041 次观看 • 5 个月前
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 ETF23,686 次观看 • 1 个月前
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 ETF23,201 次观看 • 2 个月前
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 ETF16,843 次观看 • 2 个月前
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 ETF24,577 次观看 • 3 个月前
There are 50,000+ stocks globally, and 99% belong in the “Too Hard Pile.” The goal is to build high conviction in a select few you can see clearly 5, 10, even 15 years out. Our Portfolio Manager Mohnish Pabrai explains why many of today’s high-flyers fail this test, and why if it isn’t knowable, it isn’t investable.
Pabrai Wagons ETF19,743 次观看 • 4 个月前
If you have to ask whether an investment is within your circle of competence, that hesitation is often the answer. A narrow circle isn’t a handicap, the risk is stepping outside it. Our Portfolio Manager, Mohnish Pabrai, discusses the “inch wide, mile deep” approach and why an investor's circle will naturally expand over time.
Pabrai Wagons ETF16,388 次观看 • 3 个月前
The most painful investing mistakes often aren’t the losers you bought. They’re the big winners you sold too soon. Our Portfolio Manager, Mohnish Pabrai, explains why “circling the wagons” around your highest conviction holdings matters, and why mistakes of omission can be far more costly than mistakes of commission.
Pabrai Wagons ETF16,644 次观看 • 5 个月前