Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

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.

wagonsetf's profile picture

Pabrai Wagons ETF

5,320 subscribers

18,345 görüntüleme • 1 ay önce •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

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.
1:18

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 görüntüleme • 6 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.

Pabrai Wagons ETF

12,959 görüntüleme • 10 gün 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.

Pabrai Wagons ETF

16,496 görüntüleme • 6 ay önce

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.
1:17

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 ETF

16,388 görüntüleme • 3 ay önce

When Martín became chairman of GA's investment committee, he asked the co-founders how to make better investment decisions. "Steve said you should create a checklist that captures the characteristics of a winning GA deal. I asked Dave the same question and the first thing he says is avoid the temptation to use a checklist. If it was as simple as a checklist, we wouldn't get paid millions of dollars to do what we do." Martín calls his own approach the "educated intuition" -- a combination of a checklist and his gut.
1:51

When Martín became chairman of GA's investment committee, he asked the co-founders how to make better investment decisions. "Steve said you should create a checklist that captures the characteristics of a winning GA deal. I asked Dave the same question and the first thing he says is avoid the temptation to use a checklist. If it was as simple as a checklist, we wouldn't get paid millions of dollars to do what we do." Martín calls his own approach the "educated intuition" -- a combination of a checklist and his gut.

Patrick OShaughnessy

34,143 görüntüleme • 6 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.

Pabrai Wagons ETF

21,155 görüntüleme • 1 ay önce

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.

Pabrai Wagons ETF

14,768 görüntüleme • 7 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.

Pabrai Wagons ETF

28,472 görüntüleme • 5 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

15,824 görüntüleme • 3 ay önce

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.

Pabrai Wagons ETF

16,644 görüntüleme • 5 ay önce

The Investment Checklist Workshop. A simple and a powerful product that shall help you to become great in Equity Research and Active Investing. Link:
1:00

The Investment Checklist Workshop. A simple and a powerful product that shall help you to become great in Equity Research and Active Investing. Link:

Rajarshi Shome

17,261 görüntüleme • 1 yıl 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 • 7 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

16,140 görüntüleme • 16 gün 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

23,201 görüntüleme • 2 ay önce

Dundee United (A) | Pre-match: Derek McInnes The manager discusses our trip to Tannadice.
8:57

Dundee United (A) | Pre-match: Derek McInnes The manager discusses our trip to Tannadice.

Kilmarnock FC

10,108 görüntüleme • 1 yıl önce

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).

Pabrai Wagons ETF

23,686 görüntüleme • 1 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 • 4 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.

Pabrai Wagons ETF

16,843 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.

Pabrai Wagons ETF

18,451 görüntüleme • 1 ay önce

In 2016, Mohnish Pabrai explained the secret of Warren Buffett and Charlie Munger's investment in Coca Cola . This $1.3 Billion investment is worth $26 Billion today earning more than $816 Million in dividends each year. Here are the top 8 lessons:
18:52

In 2016, Mohnish Pabrai explained the secret of Warren Buffett and Charlie Munger's investment in Coca Cola . This $1.3 Billion investment is worth $26 Billion today earning more than $816 Million in dividends each year. Here are the top 8 lessons:

Ronit Pereira

17,890 görüntüleme • 2 ay önce