This Best Ideas Pitch event featured four investment managers presenting their top picks to an audience of investors. Aaron Cowan from Soreta Capital pitched MGM Resorts, Daniel Dreyfus from Talon Energy presented his power generation company, Oleg Nodelman from EcoR1 Capital discussed biotech company Actis Oncology, and Kyle Samani from Multicoin Capital presented the GeoNet crypto token.

The event was modeled after the Ira Sohn Investment Conference, where managers present their best investment ideas. Each presenter had roughly 6-8 minutes to make their case, followed by Q&A from both the hosts and audience members.

The presentations covered diverse sectors including gaming and hospitality, energy infrastructure, biotechnology, and decentralized networks. Aaron's MGM pitch focused on hidden international casino assets, while Daniel emphasized the coming power crisis driven by AI demand. Oleg presented radiopharmaceuticals as the next evolution in cancer treatment, drawing parallels to military warfare tactics established since The National Cancer Act was signed by President Nixon in the early 1970s.

MGM's Hidden Casino Empire: Japan and Dubai Opportunities

Barry Diller aggressively acquired 26% of MGM and recently bid $48 per share, but Aaron values the company at over $100 based on international expansion opportunities.

MGM secured the only casino license in Osaka, Japan, which could generate $2 billion EBITDA with MGM owning 40% plus management fees when it opens in 2030.

The company built 300,000 square feet of empty space in their Dubai property anticipating potential gambling legalization, creating a free option on a massive market.

"Japan actually has a reasonably large gambling market. They have pachinko parlors and they have horses. That's about a $40 billion market" - Aaron

Power Crisis: AI Demand Driving Infrastructure Shortage

Power demand typically grows with GDP at 2-3%, but technological breakthroughs create spikes that require massive infrastructure buildouts before normalizing.

The PJM region alone needs 106 gigawatts of new power in 10 years - equivalent to Japan's entire consumption for just one part of the US.

"Jensen was just recently quoted that we need 1,000 times more power than we currently have. We need every single source of power that you can imagine" - Daniel

Microsoft convinced Constellation Energy to restart Three Mile Island nuclear reactor, paying $100 per megawatt hour for 20 years versus current $50 market rates.

Talon Energy trades at $25 billion enterprise value versus $45 billion replacement cost, generating $50 per share free cash flow at current $300s stock price.

Radiopharmaceuticals: Precision Cancer Warfare Technology

Cancer treatment evolution mirrors military strategy, from medieval siege warfare (surgery/radiation) to precision strikes, as established in The National Cancer Act signed by President Nixon.

Actis Oncology's radiopharmaceuticals work "like a swarm of micro drones" with 100-micron blast radius for single-cell precision targeting.

The company targets known valid proteins like Nectin-4 for bladder cancer and B7H3 expressed on major solid tumors including prostate, colorectal, and lung.

Radioisotopes create a natural moat against Chinese competition because actinium is manufactured from radium-233, a US nuclear program waste product unavailable elsewhere.

"If either program shows a signal, the company is likely to get value not only for those programs, but the entire mini protein platform" - Oleg

GeoNet: Decentralized RTK Network Disrupting Precision Location

GeoNet provides 2-centimeter location accuracy versus GPS's 2-meter precision, enabling autonomous vehicles, precision agriculture, and robotics applications.

The network grew to 22,000 base stations in 4 years using crypto incentives, making it twice the size of Trimble, Hexagon, and Topcon combined.

Major customers include John Deere's Global Unmanned Spraying Systems, DJI drones, and TomTom for autonomous vehicle mapping updates.

The business crossed $11 million annualized revenue growing 3x year-over-year, with 80% used for open market token purchases and 20% covering all operations.

"The token does trade on the Solana blockchain. The ticker is GEOD, G-E-O-D" - Kyle, trading at $150 million fully diluted market cap.