Mohnish Pabrai’s Micron Tech Investment Thesis Update: Destination Analysis | 5X Upside Potential?

The John Johnston Lounge · Dec 2, 2022 · 3m

This episode is a summary of the destination analysis part of investor Mohnish Pabrai’s investment thesis for Micron Technology, as explained by Pabrai in a recent Q&A video session. Micron Technology is in the business of designing and manufacturing digital memory and storage products for multiple industries.

Timestamps:

00:00 Micron destination analysis intro

00:47 Memory chip oligopoly

01:13 Future earnings potential

01:53 Not caring about one quarter or a year

02:35 Market value upside

03:09 Portfolio allocation

Directly related episode:

Mohnish Pabrai’s Micron Tech Investment Thesis…