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
But I'm not here to pitch MGM because of Vegas.
I'm gonna tell you is there's a couple of things we noticed.
One is this company's been very aggressively been, stock's been aggressively acquired by Barry Diller lately.
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.
It's now high 40s.
He bid $48, okay?
I would not sell my shares to him for a second.
Did we get it early enough to translate?
I would not sell my stock to him for a second.
And the reason is also, besides him buying the stock, the company's also been buying the stock.
Rarely have I ever seen a company in six years buy half their float back.
So you have Barry Diller, who's the legend, aggressively buying the stock, and it's also now 80% of his NAV, okay?
So most people think of Barry Diller as the ABC producer.
He did IAC, which owned assets like Expedia, and now he's a casino guy.
What is going on here?
So we spent a lot of time
asking ourselves why and why is MGM has two hidden assets okay the first one is and this is sort of our the punchline of what we think the stock is worth so you add the Vegas assets plus China you get about low 60s so from $48 or 37 when I started this great return
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