Loading video...

Video Failed to Load

There was a problem loading this video. This could be due to a temporary network issue or the video might be unavailable.

Micro trumps macro. Our Portfolio Manager, Mohnish Pabrai, explains why long-term investing starts with identifying durable franchises through deep attention to business fundamentals, not macro noise.

Pabrai Wagons ETF

5,320 subscribers

15,874 views • 2 months ago •via X (Twitter)

Anya Rossi• Live Now

Private livecam show

0 Comments

No comments available

Comments from the original post will appear here

Related Videos

Portfolio manager, Mohnish Pabrai, explains why volatility is always our friend.

Portfolio manager, Mohnish Pabrai, explains why volatility is always our friend.

Pabrai Wagons ETF

15,824 views • 3 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.

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

21,169 views • 2 months ago

The market often confuses uncertainty with risk. Our Portfolio Manager Mohnish Pabrai explains why high-uncertainty, low-risk situations can be the most rewarding.

The market often confuses uncertainty with risk. Our Portfolio Manager Mohnish Pabrai explains why high-uncertainty, low-risk situations can be the most rewarding.

Pabrai Wagons ETF

12,043 views • 7 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.

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

18,451 views • 1 month ago

Selling a great business because it is overvalued is usually a mistake. Great businesses can surprise on the upside. Our Portfolio Manager Mohnish Pabrai explains.

Selling a great business because it is overvalued is usually a mistake. Great businesses can surprise on the upside. Our Portfolio Manager Mohnish Pabrai explains.

Pabrai Wagons ETF

14,768 views • 7 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.

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

16,140 views • 18 days ago

We believe great returns come from owning a few exceptional businesses held for a very long time. A great business should not be sold as long as it remains great. Our Portfolio Manager Mohnish Pabrai explains this timeless principle.

We believe great returns come from owning a few exceptional businesses held for a very long time. A great business should not be sold as long as it remains great. Our Portfolio Manager Mohnish Pabrai explains this timeless principle.

Pabrai Wagons ETF

12,387 views • 7 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.

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 • 5 months ago

$WAGN Portfolio Manager Mohnish Pabrai joins Nicole Petallides to discuss why the top holdings are not the typical big S&P 500 names, the fund’s international exposure, and long‑term investing bets on software and metallurgical coal. Pabrai says he’s happier when markets go down because it gives him an opportunity to buy more of what he likes. For more market news, tune in at:

$WAGN Portfolio Manager Mohnish Pabrai joins Nicole Petallides to discuss why the top holdings are not the typical big S&P 500 names, the fund’s international exposure, and long‑term investing bets on software and metallurgical coal. Pabrai says he’s happier when markets go down because it gives him an opportunity to buy more of what he likes. For more market news, tune in at:

Schwab Network

28,798 views • 1 month ago

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.

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 ETF

16,644 views • 5 months ago

"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

16,470 views • 2 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.

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

23,201 views • 2 months ago

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 views • 5 months ago

Flashback Friday: Back in 2010, before our Portfolio Manager Mohnish Pabrai grew his signature #HandlebarMustache, he sat with Steve Forbes to explain how investment checklists help investors avoid repeating mistakes.

Flashback Friday: Back in 2010, before our Portfolio Manager Mohnish Pabrai grew his signature #HandlebarMustache, he sat with Steve Forbes to explain how investment checklists help investors avoid repeating mistakes.

Pabrai Wagons ETF

18,535 views • 6 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.

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

12,959 views • 12 days ago

Auction-driven markets can misprice assets - sometimes dramatically. Our Portfolio Manager Mohnish Pabrai shares why patience, and the conviction to act when mispricings get extreme, can be the difference between mediocre and good investment decisions.

Auction-driven markets can misprice assets - sometimes dramatically. Our Portfolio Manager Mohnish Pabrai shares why patience, and the conviction to act when mispricings get extreme, can be the difference between mediocre and good investment decisions.

Pabrai Wagons ETF

16,496 views • 6 months ago

Warren Buffett's disciple investor, Mohnish Pabrai, reveals how he would turn $5,000 into $500,000 through investing.

Warren Buffett's disciple investor, Mohnish Pabrai, reveals how he would turn $5,000 into $500,000 through investing.

Steven Bartlett

199,260 views • 9 months ago

Importance of starting investing early. Another fantastic interview with Mohnish Pabrai. Credit to Shaan Puri

Importance of starting investing early. Another fantastic interview with Mohnish Pabrai. Credit to Shaan Puri

Rolf Strasse | "Financial Freedom Books" Series

14,485 views • 1 year 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.

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

30,658 views • 1 month ago