TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←

$MGM

MGM Resorts International
···
sign in to save

MGM Resorts International operates hotels and casinos, offering entertainment and hospitality services.

sentiment mix
bull 100%bear 0%neu 0%

signal summary

latest high-conviction thesis
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 monetization create upside.

gavin bakerT1All-In Podcast2026-06-12
confidence 88 / 100impact High
key themes
  • AI Bubble / Capex Debate29%
  • AI Applications29%
  • Public Markets & Valuation29%
  • Autonomous Vehicles29%
  • Housing29%

bull thesis · 12

92 / 100
  • •MGM at $9B market cap: core Vegas business at 3-4x cash flow after stripping BetMGM/Macau, Japan resort optionality
  • •Hoyle: MGM buyout offer at $48.30 undervalues Japan resort optionality and long-term FCF
  • •MGM Resorts: 10-15% annual buybacks, Japan 2030 catalyst, Macau + digital cash flows at 3-4x EBITDA

bear thesis · 0

—
  • — none —

mentions · 12

All-In PodcastAll-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live4 mentions · 4▲ 0▼ 0○ · 4 months ago
0:0018:0037:0056:001:15:00
Asymmetric InvestingMGM Stock Jumps 16% on Buyout Offer: Everything You Need to Know | $MGM2 mentions · 2▲ 0▼ 0○ · 4 months ago
0:002:005:007:0010:00
Asymmetric Investing10 Incredible Stocks to Buy On The Dip1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:0010:0020:0030:0040:00
Asymmetric InvestingAsymmetric Investing AMA2 mentions · 2▲ 0▼ 0○ · 6 months ago
0:0021:0042:001:03:001:25:00
Asymmetric InvestingThe 10x Stock Everyone's Sleeping On Right Now1 mentions · 1▲ 0▼ 0○ · 6 months ago
0:002:005:007:0010:00
Asymmetric Investing3 Insanely Cheap Growth Stocks1 mentions · 1▲ 0▼ 0○ · 7 months ago
0:003:007:0011:0015:00
Invest Like The BestHow Barry Diller Built Entertainment Empires1 mentions · 1▲ 0▼ 0○ · last year
0:0012:0025:0037:0050:00