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Mohnish Pabrai on Why He Bought Constellation Software: $CSU.TO $TOI.V $LMN.V

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Patient Investor

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37,450 görüntüleme • 4 ay önce •via X (Twitter)

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Mohnish Pabrai on Why He Bought Constellation Software: $CSU.TO $TOI.V $LMN.V
5:40

Mohnish Pabrai on Why He Bought Constellation Software: $CSU.TO $TOI.V $LMN.V

Patient Investor

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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

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).

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Mohnish Pabrai on Why He Sold Micron before it went up 15x $MU
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Mohnish Pabrai on Why He Sold Micron before it went up 15x $MU

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This is one of the finest speach of Mohnish Pabrai where he shared his insights with students of Peking University. Mohnish Pabrai met 200 public company CEOs in India. He says no one comes close to this guy, Vivek Chaand Sehgal. He explained in detail how Mothersumi became a multibbager.
7:42

This is one of the finest speach of Mohnish Pabrai where he shared his insights with students of Peking University. Mohnish Pabrai met 200 public company CEOs in India. He says no one comes close to this guy, Vivek Chaand Sehgal. He explained in detail how Mothersumi became a multibbager.

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$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:
5:18

$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:

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🚨NEW EPISODE 🚨 A Brutally Honest Reality Check on Some of Your Favourite Stocks Sam LaBell of Veritas gives his take on Shopify, Constellation Software, Fairfax and much more $SHOP $FFH.to $CSU.to Listen here:
0:48

🚨NEW EPISODE 🚨 A Brutally Honest Reality Check on Some of Your Favourite Stocks Sam LaBell of Veritas gives his take on Shopify, Constellation Software, Fairfax and much more $SHOP $FFH.to $CSU.to Listen here:

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The market often confuses uncertainty with risk. Our Portfolio Manager Mohnish Pabrai explains why high-uncertainty, low-risk situations can be the most rewarding.
1:10

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

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“ I wish I’d worn a condom.” - Sol Price on $WMT and $COST Mohnish Pabrai & Shaan Puri 😅
1:24

“ I wish I’d worn a condom.” - Sol Price on $WMT and $COST Mohnish Pabrai & Shaan Puri 😅

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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

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.

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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.
0:38

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.

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Constellation Software isn't going to be growing 30-40% anymore because of how big it is says Barry Schwartz on the podcast $CSU.to "Get over it," he said Barry Schwartz There is no reason you can't make double digit returns going forward 👀 Watch the full episode:
1:09

Constellation Software isn't going to be growing 30-40% anymore because of how big it is says Barry Schwartz on the podcast $CSU.to "Get over it," he said Barry Schwartz There is no reason you can't make double digit returns going forward 👀 Watch the full episode:

inthemoneypod

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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

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.

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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.
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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.

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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.
0:59

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.

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14,768 görüntüleme • 10 ay önce

What's the #1 trait for a great investor? "Patience" - Mohnish Pabrai He explains here... (and drop one of the best Seinfeld references of all time in the process)
1:25

What's the #1 trait for a great investor? "Patience" - Mohnish Pabrai He explains here... (and drop one of the best Seinfeld references of all time in the process)

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