MGM
2 tracked calls · 2 long · 0 short · last 90d: 1L/0S
first called by Invest Like the Best 10mo ago
LONGPOSITION1mo ago
“What is they— what they have now is a license to open a casino in Osaka, Japan.”All-In Podcast
MGM is a triple: Osaka casino and a Dubai option are hidden assets the market ignores, with Diller bidding.
MGMLONG@ $46.38
$43.98-5.17%
since call Jun 12
LONGPOSITION10mo ago
“we bought 20— no, 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…”Invest Like the Best
MGM is AI-proof: a physical Vegas resort empire no tech can disintermediate between guest and experience.
MGMLONG@ $33.98
$43.98+29.41%
since call Sep 23
peak +37.0%