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Podcast: The John Johnston Lounge
Episode: Mohnish Pabrai’s Micron Tech Investment Thesis and MU Q4 2022 Earnings Update
Description: I discuss the latest FQ4 2022 earnings release from Micron Technology (MU), and a brief investment thesis for the company from investor Mohnish Pabrai. Micron Technology is in the business of designing and manufacturing digital memory and storage products for multiple industries.
Timestamps:
00:15 Micron superinvestors
00:55 Mohnish Pabrai’s Micron Investment Thesis
02:40 Mohnish Pabrai and Li Lu collaboration
04:32 Micron (MU) stock price history
05:52 Micron’s historical cyclicality
07:18 FQ4 Earnings highlights and summary
09:10 New U.S. manufacturing facilities
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