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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

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And from Beijing, about the same distance as Macau, and obviously much shorter than going to Singapore.

So if you want to go gambling for a weekend and you live in Shanghai, live in Beijing, Osaka is great.

It's also a first world nation.

And if you think about as an investor, where would you want to have your money?

Look, Macau has issues.

It's a low multiple business.

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.

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