Aaron Cowan
speaker
268 appearances
2 recordings
2 series
first heard Jun 2026
last heard 12 Jun
Aaron Cowan’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.
Appearances
This is Japan.
It's a first world country.
So we think Barry Diller is understands gambling.
He understands casinos.
But what he's really doing is now trying to pick off the company to get the Japanese opportunity, which we think is worth more than double the stock.
The final option, and I'm keeping this simple.
What I love about this pitch is it's really simple.
It's not that hard to do the math.
MGM is, they're branding, they're building a property in Dubai, okay?
Now, it's a grand complex, it has an Aria, it has an MGM, and it has a Bellagio.
Gambling is illegal in Dubai right now, okay?
But they have snuck in this building, 300,000 square feet of space.
Well, one day, if Dubai decides to legalize gambling, guess where it's going?
Right there.
Next year, sorry, two years from now, Wynn is gonna open a casino in a place called Al Marjan, which is 45 minutes away from Dubai.
Now, any of us who wanna go gambling in Dubai, Al Marjan's a bit of a pain in the ass to get to.
We're gonna wanna go here.
So we think there's a chance that, especially when Wynn opens, also look,
there's a possibility of the war, Dubai wants to reestablish themselves, that they open a casino in Dubai.
And what that would be worth, 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.
Showing 201–220 of 268 · page 11 of 14
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