All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live

Dan Dreyfus: Talon Energy is a power producer. They have 2 gigawatts of nuclear power, and they've got 6 gigawatts of natural gas base load power. Today in the stock market, as a good speculation, you could purchase this company at a $25 billion enterprise value. The replacement cost is $45 billion. And because they've got debt, it means that the equity value, just to get to replacement cost, is more than a double from where it's trading today. And if you follow Sam's playbook, then we ultimately end this cycle at a big premium to replacement value.

Oleg Nodelman: Modern day radiopharmaceuticals. Like a swarm of micro drones, small enough to navigate the bloodstream and find their target by molecular recognition, then detonate a precisely sized warhead with a blast radius of 100 microns or the diameter of a single cell. An autonomous assassination with the force of a bunker buster and minimum collateral damage. The company I'm going to tell you about today is Actus Oncology. The ticker is AKTS. The company has a billion dollar market cap, a $500 million enterprise value, and a stockpile of cash which should last them over three years. Long past critical milestones that are coming next year. For earlier stage opportunities like this, we like to triangulate. We think Actis could be worth $10 billion or $200 per share if even one of their programs makes it to market. And in this case, you have a lot of outs.

Oleg Nodelman: In this particular case, Actis's radioisotope payload is actinium. And actinium is manufactured from radium-233, which was used in our own nuclear programs in the US in the 50s and 60s. So it's a waste product from there. So actinium is not even available in other countries like China because they had a completely different... Their own program was completely different with enriched uranium and plutonium.

Oleg Nodelman: I would take the over on that. In no small part because we already have one of the best longevity drugs out there and folks don't even realize it in the GLP ones and the obesity drugs. So one of the only things that's ever been shown in actual data to extend life is caloric restriction. And that's literally what all the obesity drugs do. So I'm sure half the people in this room are on one of them. And that's just the beginning because it's trained people that you can inject yourself with something and have healthy living through pharmaceuticals. So I think that's only going to continue.