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4min chapter
TIP517: Mohnish Pabrai's Dhandho Investment Framework
We Study Billionaires - The Investor’s Podcast Network
Moniche's Portfolio - Micron
As of his most recent 13F, Moniche's fund Pabrai Investments owns two stocks with a sizable position in the US. The first is Micron, which is 92% of his US holdings in his 13F and then there's Brookfield corporations,. In an interview in the first half of 2022, Moniche stated that Micron was his largest stock holding. Here at the end of 2022, the stock trades at just under $50 per share after dropping from its $52 week high of $98. Just looking at their gross margins, you can clearly see that they go through these waves of up and down cycles.
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