Does Mohnish Pabrai Practice What He Preaches? (Ranked)

Good call. Here's the updated version with cloning woven in: Mohnish Pabrai paid $650,000 for lunch with Warren Buffett. His investor presentation is full of Berkshire logos. But his actual ETF portfolio is 43% coal and drilling. I graded every framework he's ever published against his real holdings to see if he actually practices what he preaches. I walked through the actual Pabrai Wagons ETF (WAGN) investor presentation page by page — from the Munger quotes and Coca-Cola logos to the coal miners and offshore drilling rigs. Then I graded his Dhandho framework, his Shameless Cloning strategy, his Spawner thesis, his "Hold Forever" principle, and more. Some grades are S-tier. Some are not even close. Pabrai manages $1.3 billion across his private partnerships and the Pabrai Wagons ETF. He's the author of The Dhandho Investor, famous for his "heads I win, tails I don't lose much" approach, and one of the most well-known value investors in the world. This video isn't about whether he's a good investor — he is. It's about whether the marketing matches the investing. I'm not a financial advisor and I'm not licensed to tell anyone what to do with their money. Nothing in this video, or anywhere else on this channel, is investment advice. Everything here is just me thinking out loud about businesses I find interesting, for educational purposes only. I may hold positions in the stocks I talk about. Do your own research, and invest at your own risk. Any gains or losses are yours, not mine.