MGM Resorts International

also referred to as: mgm resorts

4 statements across 1 episodes · 4 bullish · 0 bearish · 2 people on the record · first statement Jun 12, 2026 by Aaron Cowan · said 20 times in 2 episodes since 2024 · across every show →

Mentions by year

brought up most by Chamath Palihapitiya (12), Aaron Cowan (7), Dave Portnoy (1)

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2026 19 mentions in 1 episode

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live Jun 12, 2026 · 19 mentions · from 3:14
every mention in 2026, scene by scene →

2024 1 mention in 1 episode

Dave Portnoy: How He Bought Back Barstool for $1 | The All-In Interview Sep 17, 2024 · 1 mention · from 16:35
every mention in 2024, scene by scene →

every mention, scene by scene, with the transcript →

Everything said about MGM Resorts International, oldest first

Jun 12, 2026 bullish

Assertion Partly supported

Cowan: MGM Resorts repurchased half its public share float in six years

“Rarely have I ever seen a company in six years buy half their float back.”

Aaron Cowan Jun 12, 2026 ▶ 4:35 All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

Jun 12, 2026 bullish

Prediction Not checkable as stated

Cowan: MGM stock is a triple based on Vegas, Japan, Dubai assets

“So, when you take the Vegas assets, which we think are worth about 60. When you take Japan, which we think is worth about 50 bucks. If Dubai happens, that's worth another 40 or 50 dollars. So, we think the stock is a triple.”

Aaron Cowan Jun 12, 2026 ▶ 8:45 All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

Jun 12, 2026 bullish

Opinion

Baker: MGM Resorts offers the best risk/reward among pitched trades

“From a pure risk award perspective, I thought MGM was the best. Your downside is really capped because of the Barry Diller bid, and then you have Japan and Dubai as, I think, very valuable future sources of value.”

Gavin Baker Jun 12, 2026 ▶ 58:12 All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

Jun 12, 2026 bullish

Assertion Partly supported

Cowan: Barry Diller owns 26% of MGM and bid $48 per share

“Barry now owns 26% of the company. Now I put this presentation together two weeks ago. Yesterday he actually bid for the company. Okay. So when I put the presentation together, the stock was about 37 dollars. It's now high forties. He bid 48 dollars, ok?”

Aaron Cowan Jun 12, 2026 ▶ 4:00 All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

MGM Resorts International

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Everything said about MGM Resorts International, oldest first

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