A replay of the Pabrai Wagons ETF September 23, 2026 Shareholder Call hosted by Portfolio Manager @MohnishPabrai has been posted here: tinyurl.com/WAGNSeptReplay. NYSE Arca ticker: WAGN. Visit our website for more information: WagonsETF.com.
Not all coal is created equal. Portfolio Manager @MohnishPabrai explains the thesis behind the $WAGN ETF’s sizable investment in metallurgical coal and why developing economies may still rely on it to make steel 50 years from now.
Circle the Wagons and hold on for dear life! @MohnishPabrai uses $WMT and the Nifty Fifty as an example to show that when you own a great business, the hardest and most important job is holding on.
The Pabrai Wagons ETF ($WAGN) is a concentrated global portfolio with zero S&P 500 exposure. Check out our latest Fact Sheet: tinyurl.com/WAGNFactSheet
Portfolio Manager @MohnishPabrai
Holdings as of 8/31. Visit our website for updated holdings: WagonsETF.com.
Portfolio Manager @MohnishPabrai will be hosting the next Pabrai Wagons ETF Shareholder Zoom on September 23rd at 4:00 PM Eastern Time.
Register here: zoom.us/webinar/register/WN_….
NYSE Arca ticker: WAGN. Visit our website for more information: WagonsETF.com.
Management integrity and capability are non-negotiables. Our Portfolio Manager, @MohnishPabrai, explains why studying what management teams have done over the last ten years is far more useful than assessing what they'll do in the next ten.
Some investors would call Saudi Aramco a cyclical commodity business. Our Portfolio Manager, @MohnishPabrai, 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.
Our Portfolio Manager, @MohnishPabrai, explains why history rarely repeats itself in the same market, but it may rhyme somewhere else.
From discarded racetrack tickets at age 12 to the Japan Company Handbook in his 80s, Warren Buffett has always turned every page. Our Portfolio Manager, @MohnishPabrai, explains why investors should learn to enjoy hunting for needles in haystacks.
It is nearly impossible to know which great businesses will remain great. Our Portfolio Manager, @MohnishPabrai, explains why owning only great businesses increases the odds that you can capture one or two exceptional winners that can drive the outcome.
A replay of the Pabrai Wagons ETF June 10, 2026 Shareholder Call hosted by Portfolio Manager @MohnishPabrai has been posted here: tinyurl.com/WAGNJuneReplay.
NYSE ticker: WAGN. Visit our website for more information: WagonsETF.com.
In nature and in business, it’s not the biggest that survive, but the fittest. Drawing from Pulak Prasad’s "What I Learned About Investing from Darwin," our Portfolio Manager @MohnishPabrai breaks down why an unlevered balance sheet and an adaptable management team are the true markers of a fit business.
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Fast is slow. Our Portfolio Manager @MohnishPabrai 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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Portfolio Manager @MohnishPabrai will be hosting the next Pabrai Wagons ETF Shareholder Zoom on June 10th at 4:00 PM EST.
Register here: zoom.us/webinar/register/WN_….
NYSE ticker: WAGN. Visit our website for more information: WagonsETF.com.
Our Portfolio Manager @MohnishPabrai shares a helpful investing framework: anchor yourself in Ben Graham’s three core principles, then layer in an uncompromising focus on business quality.
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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, @MohnishPabrai, has followed this investing principle for years.
Use a Pre-Investment Checklist to identify potential failure points before pulling the trigger. Our Portfolio Manager, @MohnishPabrai, discusses the power of a Pre-Investment Checklist and three common mistakes it can help avoid.
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To learn more about the fund click here: WagonsETF.com.
$WAGN Portfolio Manager @MohnishPabrai joins @NPetallides 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: SchwabNetwork.com/?CID=SM:Tw…
High returns on equity are non-negotiable. Our Portfolio Manager, @MohnishPabrai, 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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Don't sell your compounders too early. @MohnishPabrai explains why a strict application of Ben Graham’s valuation framework could have led investors to sell Walmart in the 1970s, causing them to miss the extraordinary compounding that followed.
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