Aaron Cowen
investor (Suvretta Capital Management)
“[MGM] Your downside is really capped because of the Barry Diller bid. And then you have Japan and Dubai as very valuable future sources of value.”
Aaron Cowen
One-line summary: Suvretta Capital PM; pitched MGM Resorts as a capped-downside (Barry Diller bid floor) consumer long with Japan/Dubai optionality.
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- On mgm-diller-bid-floor-japan-dubai:
"[MGM] Your downside is really capped because of the Barry Diller bid. And then you have Japan and Dubai as very valuable future sources of value." — 2026-06-12-podcast-all-in-podcast-all-in-s-best-ideas-pitch-competition-4-investors (2026-06-12)
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