Barry Diller (mentioned)

"You're buying it at 10 times cash flow": Value Options Letter co-author on VICI

10 calls: why MGM's sell-off after its failed buyout looks overdone, a lender priced for losses worse than 2009, and AI-era winners at 11x book against…

Oct 18 • Scuttlebutt

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts