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 Update: Memory Chip OLIGOPOLY!
https://youtu.be/moqHjmcItFg
Disclaimer: I am not a financial adviser. This content is for education and entertainment purposes only. Do your own analysis and/or seek professional financial advice before making any investment decision.
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