Super Investor's Secret Mutual Fund (Not Warren Buffett)

Is this a mutual fund we would buy? Pabrai Wagons Fund, ticker symbol $WAGNX proves to be an interesting analysis. Join Paul Gabrail of Everything Money as he breaks down this mutual fund, spearheaded by billionaire investor and friend of the channel, Mohnish Pabrai.
#MohnishPabrai #PabraiWagonsFund #valueinvesting
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[@sarawilliam696]

Recently bought some recommended stocks and now they are just penny stocks. There seems to be more negative portfolios in the last 3rd half of 2023 with markets tumbling, soaring inflation, and banks going out of business. My concern is how can the rapid interest-rate hike be of favor to a value investor, or is it better avoiding stocks for a while?

[@Justinmeyer1000]

The truth is that this is really not as difficult as many people presume it to be. It requires a certain level of diligence, no doubt, which is something ordinary investors lack, and so a financial advisor often comes in very handy. My friend just pulled in more than $84k last month alone from his investment with his advisor. That is how people are able to make such huge profits in the market

[@Justinmeyer1000]

There are a handful of experts in the field. I've experimented with a few over the past years, but I've stuck with ‘’Aileen Gertrude Tippy” for about five years now, and her performance has been consistently impressive. She’s quite known in her field, look-her up.

[@nitin276]

Thanks for doing this video after I asked for it a few days ago! My man!

[@EmrahAdamey]

Anadolu Efes is a Turkish beer company that owns 50% of Coca-Cola Icecek (which is the Turkish bottler/distributor that operates across the entire Middle East and Central Asia).

[@danielegianetti5599]

Paul, I truly want to thank you for all your wise video and the mental strength they have provided me (and I'm sure many others). For the first time after almost 2 years my portfolio is "green", and, yes, I hold meaningful size of Chinese stocks that dragged the numbers down. But even in the most red times, I slowly built that strength and didn't panick, and thanks to wise picks made following your ways of thinking I've turned the trend. And I don't mean of "copying" your purchase, but the process and mindset developed. Actually besides Baba, I don't think I own any of "your stocks". Thank you for having built such a strong community and for the quality of your videos.

[@EverythingMoney]

Congratulations to you man , this Is all you ! AP

[@nathanvanwie643]

Is it a set 1.25%? Or could it reduce the more assets the fund gets. Pretty common that a fund with $50M has a 1% fee but then it gets up to $100 or $250M and its down to .7

[@Markviews2020]

Thank you for the heads up. I like his style. I will put a postion in his fund.

[@EverythingMoney]

Thanks for the comment , hope you do good .AP

[@michaelfriend3990]

Topicus baby! The next Constellation for sure!

[@dmitriykulikov9231]

Hello from İstanbul. Coca Cola İçecek - producer and bottler in EMEA region. Anadolu Efes - beer in Turkey, Russia, Kazakhstan, etc. TAV havalimanları - airports management in many countries.

[@Javalipapere]

Hey brother. I worked overseas for a decade and spent alot of time working for a company in Ankara. One of the plants was located near the Efes Beer plant. Great people in Turkey and some of the hardest workers I’ve ever had the pleasure to work with. God bless and hope your inflation comes down with the increase in interest to 50 percent that was announced.

[@stephenhaynes603]

whats Doultons top 5 ? 😛 i wonder is ANF in there....or the amazing COCO etf that just keeps on going up and.....

[@EverythingMoney]

Hahaha , he can only share 2b and up so theres some hush hush there that he can't share .AP

[@ColbyBarradas]

Good video. I think you guys are a special channel

[@EverythingMoney]

Much appreciated .AP

[@TheArtofValue]

Topicus is a Constellation Software spin-off. It's the same business model but operating in Europe. Tiny Ltd is also a serial acquirer of mostly software companies. I've made videos about all these companies and founders on my channel.

[@eclkt]

Thank you

[@EverythingMoney]

You're welcome - GC

[@HildKing]

Hi! Love your channel! Can you analyze the German company HelloFresh? They are almost at all time low.

[@EverythingMoney]

Thanks we will give it a look .AP

[@Penterror]

Ebay has been around literally since the internet, I don't know how much more value they have to offer

[@EverythingMoney]

Good point - GC

[@TheRustyLM]

Their site is janky.

[@averagejoe9249]

I'll use eBay over Amazon all day.

[@JoseContreras-gz8ny]

Unable to invest in this ETF via my Charles Schwab retirement account, any idea why can’t I?

[@EverythingMoney]

Interesting will have to give it a look .AP

[@merlintolstyk8055]

Mohnish uses a synthesis of a couple different investment tools. Mostly he's known for looking for off the radar names with a long runway. But another thing that he's been toying with for a few years is his Uber Cannibals model. Basically strong companies that are doing large buybacks. That's where a few of these names, like Ebay, come from.

[@EverythingMoney]

Thanks for the adding that ! AP

[@themusic6808]

Constellation Software is the Canadian tech version of Berkshire Hathaway that no one’s heard of and Mark Leonard wouldn’t have it any other way. I think there’s only one known interview of him and they stopped doing earnings calls years ago. 33% CAGR over a 20 year period……unreal.

[@EverythingMoney]

Crazy thanks for sharing .AP

[@user-uq5ii7ru2p]

Paul serious question, if spy or genenral etf gives us 9-10% per year, how is that true? Lets say you buy in March and spy finsishes $490..you buy at $520, i dont get it. Isnt it all about at what price you buy? i know we cant time the market.

[@randomname572]

9-10% on average over many years* Some years may be +20% or -40%

[@PonderDuke]

It used to on average over time. Chances are this is not going to be the case anymore. Specially from these levels.

[@EverythingMoney]

Hope now you understand .AP

[@spyridonkaparelis1811]

Just to add that the 2 first and biggest companies in the list from Turkey most probably are traded in "turkish lira". The inflation there is 50% and i really don't know what is the real value of the companies in usd. You may see huge increase in % and when converting in usd no returns..

[@EverythingMoney]

True , need a deeper dive into those ,to understand them better .AP

[@glockstar9788]

Thoughts on KO?

[@EverythingMoney]

MOAT - GC

[@ClaytonAmburgy]

Gull Paul

[@cfii2fly]

These guys will help you find value traps

[@arbitrage-technologies487]

CONSTELLATION SOFTWARE whats that crazyness….never saw something like this

[@themusketeer86]

I don’t think this is Mohnish’s fund. This fund includes businesses which someone else (creator of this fund) thinks Mohnish owns. Mohnish has always said he has 10x10 portfolio and clearly there are more than businesses here and also companies like Amazon, eBay, Microsoft etc. would have appeared in his 13F if he owned them.

[@mahirhaque1801]

correction. Constellation Software has never bought back its own shares.

[@notredave02]

You usually talk about accumulating when good stocks go down. Is there any good time to take profits?

[@EverythingMoney]

Yes, absolutely - GC

[@notredave02]

If you could mention good times to take profits every once in a while, would appreciate. 👍🏼

[@soonermagic24]

How you evaluate a company. If its price is over what you think it’s worth, and you’re sitting in the green, you might sell. That’s easier said than done. I’ve watched so many companies run 50% higher than when I sold. It can be depressing, but watching them tank later is satisfying. lol

[@EverythingMoney]

@@soonermagic24 yes, that is a strategy that can work. Like you mentioned sometimes they continue to run and sometimes they eventually fall back down.

[@EverythingMoney]

@@notredave02 if you plan to hold the stock forever than you don’t worry about it. If it’s a short term investment look at technical analysis and treat it like a swing trade. You can also develop rules that work best for you and then follow them. Paul did a video In the past called when to sell a stock. Here is the link to it: When Should You SELL Your Stocks | A Disciplined Investors Approach kzbin.info/www/bejne/gniripRqotilqMU

[@Jonathan-or3zq]

Interesting that he doesn't have shares in BABA

[@EverythingMoney]

Maybe not in that ETF .AP

[@caparibalazs]

I was so happy to find this Fund, but so sad it's only for US investors...

[@mimmonobile2503]

Same :(

[@EverythingMoney]

It happens ! AP

[@GSBhargav94]

Hi Paul, can you analyze SNOW

[@EverythingMoney]

Noted , what do you like about it ? AP

[@joshsong7080]

Nice oysterflex Paul

[@EverythingMoney]

Much appreciated .AP

[@marcourbina5170]

Could you analyze BABA ?

[@EverythingMoney]

Sure thing , we got many videos if you want to look at .AP

[@Rick-sf7zl]

Where is Moe?

[@EverythingMoney]

Hes with us , moved to Florida for the season .AP

[@laohou2896]

Efes the second wone, is a drink-company, most famous for their beer

[@EverythingMoney]

Cool...thanks for sharing - GC

[@ErikM528]

Efes also has a 50 percent stake in Coca-Cola iceick. Which I believe is the biggest coke distributor in that area.

[@dozangsandgames5184]

FIRST and coffee

[@EverythingMoney]

Nice one - GC

[@leopoldpierre269]

Monish spend years clowning Warren buffet n charlie munger investing ideas.......I might as well just invest into the sp500 or brk n let it compound over years....

[@EverythingMoney]

Okay...what about Micron? - GC

[@leopoldpierre269]

@@EverythingMoney he sold it when micron was cheap and now micron is like $ 100 +

[@Javalipapere]

He’s a nice guy w knowledge. However, he made a foolish decision when he placed 100 percent of his investment funds into either Microon or another company and sold when it was low. Please correct me if I’m wrong as I know you’d never do that.

[@Pikia666]

You are wrong. He 2xed. And his original holding was only 10% of his total capital. Never more. Reason you see that high number is because you are only looking at his us positions

[@Javalipapere]

@@Pikia666 I didn’t look anything up as I remember Paul talking about how the guy had placed 100 percent into a stock and saying he wouldn’t do it. I’ll try to research later and post Paul’s video w this statement over a year ago

[@JWSpaceX]

he used to own 80% of MU. probably kicking himself big time right now. Long term is the key to win, the same with all compounding machines like Microsoft, Tesla and Apple etc

[@EverythingMoney]

Maybe he saw a better place to put that money .AP

[@michaelfriend3990]

1.25% is this guy on crack?! I'll take my chances after seeing him picking Spirit. He's looking for it to dbl then get out.

[@Wolfpack18]

First 😎

[@EverythingMoney]

Good stuff - GC