MGM Is Undervalued, IAC/InterActive's Levin Says

The transcript discusses MGM's potential for digital growth despite being an established company with physical assets. The conversation covers investment strategies, the impact of COVID-19, and the belief in a return to normalcy post-pandemic. The decision to invest in MGM is explored, highlighting the digital transformation opportunity. Challenges and confidence in the investment are addressed, emphasizing the importance of execution and shareholder trust.

How does the speaker view the potential for startups within established companies like MGM?

What role does the speaker believe physical assets play in MGM's future success?

What factors contribute to MGM being considered a valuable opportunity despite its current challenges?

In what ways does the speaker believe consumer behavior will change post-pandemic?

What was the origin of the idea to invest in MGM according to the speaker?

What are the implications of the digital transformation in the gaming industry according to the speaker?

What concerns does the speaker express regarding shareholder expectations?