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Podcast: The John Johnston Lounge
Episode: Mohnish Pabrai’s Micron Tech Investment Thesis Update: Destination Analysis | 5X Upside Potential?
Description: 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 intro00:47 Memory chip oligopoly01:13 Future earnings potential01:53 Not caring about one quarter or a year02:35 Market value upside03:09 Portfolio allocation Directly related episode:Mohnish Pabrai’s Micron Tech Investment Thesis Update: Memory Chip OLIGOPOLY!https...