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▶ 0:00 · $MGM · The 10x Stock Everyone's Sleeping On Right Now
episode briefing
Asymmetric Investing

The 10x Stock Everyone's Sleeping On Right Now

2026-03-26 · 1 company · 1 thematic
sentiment
1 bull0 bear0 neu
speakers
travis hoium

Travis Hoium hosts the Asymmetric Investing podcast/YouTube channel and manages the Asymmetric portfolio. He conducts fundamental research using Fiscal AI and focuses on platform business models, healthcare technology, and consumer subscription businesses. He discloses holding Hims & Hers as one of his largest positions.

quote
“One of the stocks that I think the market is vastly overlooking right now is MGM Resorts. This is a stock I've been buying for the asymmetric portfolio for quite a while now, but management just laid out why this is a phenomenal stock to b…”
—travis hoium
now playing · $MGM
$MGM···bullish· high· postravis hoium
Travis William sees MGM Resorts vastly undervalued with Japan resort catalyst
MGM's 40% stake in Japan integrated resort opening 2030 could generate $800M+ annual cash flow, worth more than the current $9.5B market cap, while 10-15% annual share buybacks an…