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What the podcasts are saying about
MGM
In-depth coverage
4
Mentions · 7d
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Mentions · 30d
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Mentions · 90d
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Episodes
Latest attributed ideas · most recent first
18 JULTHE KNOWLEDGE PROJECT · 07:15
Las Vegas assets are impervious to AI
“The bull case argued for physical entertainment infrastructure in Las Vegas is that its scale and experiential nature make it completely immune to AI disintermediation.”
In depth · 4/5Verify in source →
18 JULTHE ACQUIRERS PODCAST · 00:35
Market consistently undervalues asset-heavy businesses
“The guest argued that the market frequently misprices and discounts companies with significant physical assets or real estate holdings.”
Substantive discussion · 3/5Verify in source →
17 JULTHE COMPOUND AND FRIENDS · 05:15
MGM Resorts offers deep value and Japan catalyst
“The bull case presented for MGM Resorts highlights aggressive share buybacks, strong management, and a massive, underappreciated growth catalyst in Japan.”
In depth · 4/5Verify in source →
17 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 03:15
Prediction markets outperform traditional sportsbooks for sharp bettors
“The guest argued that prediction markets are increasingly superior to traditional retail sportsbooks for sophisticated bettors because they do not limit winning players and offer better liquidity.”
Substantive discussion · 3/5Verify in source →
4 JULEXCESS RETURNS · 06:10
MGM Resorts offers protection against AI disruption
“The guest argued that MGM Resorts represents a highly insulated, long-lived asset that is protected from technological disintermediation because physical leisure experiences cannot be replaced by AI.”
Substantive discussion · 3/5Verify in source →
4 JULMASTERS IN BUSINESS · 04:30
Durable businesses trade at attractive GARP valuations
“The guest argued that a portfolio of durable, overlooked businesses trading at low multiples with sustainable earnings growth offers a superior risk-reward profile compared to high-multiple momentum stocks.”
In depth · 4/5Verify in source →
4 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 01:40
MGM Resorts holds undervalued Asian options
“The guest argued that MGM Resorts is undervalued because the market is ignoring its upcoming Osaka casino license and a potential Dubai gaming option.”
Core thesis · 5/5Verify in source →
4 JULALL-IN WITH CHAMATH, JASON, SACKS & FRIEDBERG · 04:00
MGM Resorts offers capped downside and catalysts
“The bull case for MGM Resorts highlights a strong valuation floor established by a Barry Diller bid, alongside significant growth catalysts in Japan, Dubai, and upgraded domestic property monetization.”
Substantive discussion · 3/5Verify in source →
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MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION