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

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Pabrai Wagons ETF

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11,178 görüntüleme • 1 ay önce •via X (Twitter)

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KeepGoing profil fotoğrafı
KeepGoing1 ay önce

@MohnishPabrai turkish lira depriciation???? how u adress tht

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Naifah Alrakhis1 ay önce

@MohnishPabrai Patterns may rhyme, but context always matters.

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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.
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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.

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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.
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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).
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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).

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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.
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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.

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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.

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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.
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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.

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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.
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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.

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