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 months

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

Appearances

newest first · ▶ plays the moment

All-In with Chamath, Jason, Sacks & Friedberg · All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live · 12 Jun 2026 podcast

Before founding my firm, I was I ran the equities business for George Soros.

I was then CIO for Steve Cohen.

And I've been doing hedge funds now for twenty nine years.

So definitely on the older edge of my peer group.

So I was thinking about, you know, I run a generalist fund and, you know, we own a bunch of tech stocks, but, you know, given this audience here for me to pitch a tech stock would be absolutely completely stupid.

So I was thinking about what else.

And, you know, obviously the theme of this conference besides tech is poker.

So I'm going to pitch to you MGM.

Now, most of you know MGM as you think about it as the biggest company.

They own 13 properties in Vegas.

They're one of them and Caesars are the two largest owners of casino assets in Vegas.

Now, if you notice,

the other day, Caesars got taken out.

And so we think Vegas is actually starting to improve.

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.

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