Investing in Semiconductors: Insights on Micron Technology

Mohnish Pabrai's Q&A Session with students at the William & Mary College on November 8, 2022

(00:00:00) - Introduction

(00:01:39) - The Micron Technologies oligopoly

(00:10:46) - Entrepreneurs aren’t risk takers

(00:15:48) - Model for running a non-profit/charity

(00:20:22) - Adversity is a blessing

(00:23:31) - Thou shalt not use Excel 

(00:30:21) - Micron Technologies: Destination analysis

(00:36:42) - Micro Trumps Macro: Ignore macro

(00:38:15) - Buffett: The Learning Machine