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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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Pabrai Wagons ETF

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14,768 görüntüleme • 9 ay önce •via X (Twitter)

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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.
1:19

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

11,723 görüntüleme • 24 gün önce

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.
1:14

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 görüntüleme • 9 ay önce

Portfolio manager, Mohnish Pabrai, explains why volatility is always our friend.
0:57

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

Pabrai Wagons ETF

15,862 görüntüleme • 4 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.
0:45

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 • 4 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.
0:43

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

24,577 görüntüleme • 5 ay önce

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.

Pabrai Wagons ETF

12,043 görüntüleme • 9 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.
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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21,223 görüntüleme • 3 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.
0:48

"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 • 4 ay önce

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.
0:47

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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15,948 görüntüleme • 3 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.
1:12

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 • 2 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.
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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18,553 görüntüleme • 3 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.
0:51

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.

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13,807 görüntüleme • 2 ay önce

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.
1:22

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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111,041 görüntüleme • 7 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.
1:09

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.

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18,698 görüntüleme • 2 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.
1:07

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.

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28,506 görüntüleme • 7 ay önce

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.
1:01

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 ETF

19,743 görüntüleme • 5 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.
1:13

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.

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16,904 görüntüleme • 3 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.
0:44

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.

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22,974 görüntüleme • 3 ay önce

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.
1:24

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.

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16,515 görüntüleme • 8 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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