Caesars has greater balance sheet risks compared to MGM, per the speaker's opinion.
Bearish
“MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options Podcast”
The Acquirers PodcastPublished Oct 15 · 1 passage
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What is interesting is Caesars. I believe that deal was agreed upon with Fertitta, and Caesars has, in my opinion, greater risks in terms of the balance sheet compared to MGM.