barry diller

T2 · manager / operator

Legendary media executive who built Paramount, Fox, and IAC; pioneered the fourth broadcast network with Rupert Murdoch; early internet investor behind Match.com, Tinder, Expedia, and Vimeo; known for creative conflict management and instinct-driven decision making.

1 call·1 name·100% bull·last heard 11 months ago·Invest Like The Best
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hit rate
100%
avg alpha
+7.7pp
scored
1

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best measured alpha vs SPY · one per company
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$MGMMGM Resortsposition

Diller buys 24% of MGM: AI cannot disintermediate physical resorts

Physical resort experiences in Las Vegas cannot be replaced or disintermediated by AI or technology, making MGM's 11-property portfolio a durable asset in an increasingly digital world.

1 total
$MGM
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MGM Resorts
HIGHbarry diller·Invest Like The Best·11 months ago· position
Diller buys 24% of MGM: AI cannot disintermediate physical resorts
Physical resort experiences in Las Vegas cannot be replaced or disintermediated by AI or technology, making MGM's 11-property portfolio a durable asset in an increasingly digital world.
"we bought 20 known 24% of MGM. And why does that appeal to me? Because you can't disintermediate it. Because you give me any AI equation and I will tell you irrelevant to this. No…"
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