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

All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live – All-In with Chamath, Jason, Sacks & Friedberg — Transcript

Market views

Bullish

MGM— MGM is undervalued with hidden assets in Japan (Osaka casino opening 2030) and potential Dubai opportunity. Barry Diller aggressively acquiring at 26% ownership with $48 bid, but stock could be worth $100-150 based on Vegas assets plus international expansion. Japan casino could do $2B EBITDA with MGM owning 40%, and Dubai legalization would add another $40-50 to stock value.
TLN— Talon Energy owns nuclear power assets positioned to benefit from structural shift toward nuclear for AI data centers. Behind-the-meter colocation with data centers could drive earnings from $50/share baseline to $70-100+ as new capacity comes online. Trading at depressed multiples despite scarcity of clean baseload power.
AKTS— Actis Oncology developing radiopharmaceutical platform using mini-proteins to deliver radioactive payloads with 100-micron precision. Targeting nectin-4 (bladder cancer) and B7-H3 (major solid tumors). Could be worth $10B/$200 per share if one program succeeds, with data expected 2027. Protected from Chinese competition due to radioisotope sourcing, potential Lilly acquisition.
GEOD— GeoNet is world's largest RTK network providing 2-centimeter GPS accuracy (100x better than standard GPS) for robotics, drones, autonomous vehicles, and agriculture. Growing 3x year-over-year with $11M ARR, using decentralized model where individuals deploy base stations and earn GEO tokens. Customers include John Deere, DJI, TomTom. Trading at $150M fully diluted market cap with 80% of revenue used to buy back tokens.

Not investment advice.

Mentioned

Market views