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Stocks A to Z / Stocks B / Berkshire Hathaway (BRK.A)
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Author: bankersfate   😊 😞
Number: of 21107 
Subject: OT: 4 ideas $MGM, $TLN, $AKTS, GEOD-USD
Date: 06/12/26 11:07 AM
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All-In "Best Ideas"
(2:31) Suvretta Capital Management's Aaron Cowen pitches MGM Resorts
(13:07) Bornite Capital's Dan Dreyfus pitches Talen Energy
(27:19) EcoR1 Capital's Oleg Nodelman pitches Aktis Oncology
(40:20) Multicoin Capital's Kyle Samani pitches GEODNET
(54:50) The Besties recap the pitches and announce winners

https://www.youtube.com/watch?v=fO5sC7qS04E

MGM seems low risk, possible reward. The others are definitely more speculative.
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