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$MGM · Aaron Cowen pitches MGM: a floor from Diller's bid plus a free option on Japan and Dubai
now playing · $MGM
$MGM···bullish· highgavin baker
Gavin Baker ranks MGM as the best risk-reward pitch thanks to capped downside and Japan/Dubai optionality
Gavin Baker says MGM offers the best pure risk-reward among the live pitches because downside is protected by the Barry Diller bid while Japan, Dubai and entertainment monetizatio…
$TLN···bullish· mediumgavin baker
Gavin Baker: Talen compelling except for rising regulatory risk on AI
Risk/reward is very compelling. The main risk is exogenous: administration change, price-cap laws on AI/utilities. Rate-sensitive because revenue comes from PPAs.
$TLN···bullish· mediumgavin baker
Talen is viewed as compelling AI power exposure, but with regulatory and rate sensitivity
Gavin Baker and the All-In panel view Talen as a compelling AI/power pitch, but note its upside is exposed to regulatory intervention, utility pricing and interest-rate-sensitive…
$MGM···bullish· high· posjason calacanis
Calacanis confirms real-money buys of MGM and Talen after the pitches
MGM and Talen offer downside protection vs the Actis/Geodnet lottery tickets. 'People will always gamble and leave the lights on'. He took $200k positions in each in real time dur…
$MGM···bullish· high· posaaron cowen
Aaron Cowen pitches MGM: a floor from Diller's bid plus a free option on Japan and Dubai
Barry Diller's $48 bid protects the downside; hidden assets in Osaka (2030 license) and 300k sq ft of vacant space in Dubai prefabricated for a casino. Sum of the parts is worth $…
$TLN···bullish· high· posdaniel drapcho
Daniel Drapcho pitches Talen Energy: buying power at a discount to replacement cost mid-nuclear cycle
2GW nuclear plus 6GW gas baseload at $25B EV vs $45B replacement cost. Base free cash flow of $50/sh doing nothing; $70-100+ with new PPAs and build-out. Direct beneficiary of the…
$AKTS···bullish· high· posoleg nelman
Oleg Nelman pitches Actis: radiotherapy with a real moat (isotopes off-limits to China) and a clinical readout in Q1
Radiopharmaceutical mini-proteins with a $500M EV and $300M cash. Validated targets (Nectin-4, B7H3). The actinium isotope is manufactured only in the US — a structural moat again…
$GEODNETbullish· high· poskyle samani
Kyle Samani pitches Geodnet (GEOD): RTK precision at 1/4 the cost, 80% of revenue goes to token buybacks
The world's largest RTK network (2x the next 3 competitors combined). $1M ARR growing 3x/yr. 80% of revenue buys GEOD tokens on the open market. Customers include John Deere, DJI…
$GEOD···bullish· medium· poskyle samani
Kyle Samani pitches Geonet as a decentralized RTK network riding robotics and physical AI demand
Kyle Samani pitches Geonet as the largest and fastest-growing RTK network, with 100x GPS precision, decentralized deployment, robotics customers and token buybacks funded by netwo…
$MGM···bullish· mediumdavid friedberg
Friedberg aligns with MGM: Diller bid sets a floor and entertainment upgrade unlocks gambling revenue
Sphere generates $1M/day in incremental EBITDA for the Venetian; Diller is reinventing property entertainment to drive gambling revenue. 3x upside in 2 years, with the Diller bid…