All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live — Summary & Key Points
TL;DR
Four hedge fund managers pitch specific trades at the All-In Best Ideas competition. Aaron Cowan argues MGM Resorts offers asymmetric upside via hidden assets in Japan and Dubai, backed by Barry Diller's $48 buyback offer. Dan Drufus contends Talon Energy is undervalued against replacement cost due to AI power demand, while Oleg Nelman and Kyle Samani pitch high-risk biotech and crypto plays.
Key Quotes
"Gambling is illegal in Dubai right now... guess where it's going? Right there."
The list
MGM Resorts
Aaron Cowan pitches MGM Resorts as a triple with hidden assets in Japan and Dubai. He cites Barry Diller's $48 buyback offer at $37 as a catalyst and downside protection. The thesis relies on a casino license in Osaka worth $2B of EBITDA and 300000 sq ft of empty space in Dubai for future legalization.
Talon Energy
Dan Drufus argues Talon Energy is trading at a discount to replacement cost ($25B EV vs $45B) despite owning 2 GW of nuclear and 6 GW of gas. He cites the PJM grid needing 106 GW of new power for AI and Microsoft restarting Three Mile Island nuclear for Azure.
Actis Oncology
Oleg Nelman pitches Actis Oncology (AKTS) as a platform for radio pharmaceuticals using Actinium isotopes, which are off-limits to China due to US nuclear waste history. He targets solid tumors with Nectin-4 and B7H3, suggesting a 10x upside if one program succeeds.
Geonet
Kyle Samani pitches Geonet as the world's largest RTK network for precision robotics, built by hobbyists paid in tokens. He notes 80% of revenue buys tokens, creating a revenue-share model with 3x YoY growth and customers like John Deere and DJI.
Panel Ranking
The panel ranked the pitches: MGM (Aaron Cowan) first, Talon Energy (Dan Drufus) second, Actis Oncology (Oleg Nelman) third, and Geonet (Kyle Samani) fourth, citing MGM's downside protection and Talon's regulatory risks.
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