Mohnish Pabrai’s Micron Tech Investment Thesis and MU Q4 2022 Earnings Update

The John Johnston Lounge · Oct 6, 2022 · 13m

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 Related video: Micron…