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“Mohnish Pabrai, a globally renowned value investor known as the 'disciple of Buffett,' built a position in Micron in 2017 and closed out his position in September 2023, making about a 100% gain; however, after his exit, Micron's stock price rose more than 15 times in two years, and it is estimated that he missed out on approximately 2 billions dollars in gains.”

“Mohnish Pabrai, a globally renowned value investor known as the 'disciple of Buffett,' built a position in Micron in 2017 and closed out his position in September 2023, making about a 100% gain; however, after his exit, Micron's stock price rose more than 15 times in two years, and it is estimated that he missed out on approximately 2 billions dollars in gains.”

老虎证券老虎证券2026/06/25 03:57
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In his dealings with SK Hynix, he also sold too early. He admits this was a major mistake in his investment career. As the industry eliminated over 20 manufacturers, leaving Samsung, SK Hynix, and Micron as the three leading players, storage has become a highly competitive sector with extremely high barriers to entry. Combined with the explosive demand driven by AI, he believes the industry's dividends are just beginning, yet he exited too early and missed out on the subsequent bull market.
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