The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 3 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
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.”
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?”