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aaron cowen

T3 · host / generalist
1 call·1 name·100% bull·last heard 2 months ago·All-In Podcast
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$MGMMGM Resortsposition

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 $100-150 versus the current price.

All-In Podcast2026-06→

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$MGM
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MGM Resorts
HIGHaaron cowen·All-In Podcast·2 months ago· position
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 $100-150 versus the current price.
"I'm going to pitch to you MGM... Barry now owns 26% of the company. Yesterday he actually bid for the company. I would not sell my shares to him. MGM has two hidden assets. So you…"
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