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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Digital and print publisher People Inc. was a detractor in the quarter, while hospitality and entertainment company MGM Resorts also detracted. We continue to...
— Southeastern Asset Management, Inc.
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Other investors who've written on MGM Resorts International
MGM Resorts International ($MGM) is a global gaming, hospitality, and entertainment company operating destination casino resorts across the Las Vegas Strip, regional U.S. markets, and Macau. The manager holds...
MGM Resorts is performing well operationally across the US and Macau, while its digital venture BetMGM outlines a clear pathway to future free cash flow growth. The stock's recent...
More institutional theses from Longleaf Partners Fund
Mattel is a global toy, entertainment, and consumer products enterprise that owns iconic intellectual property franchises including Barbie, Hot Wheels, and Fisher-Price. Mattel represents 6.4%...
Avantor provides mission-critical products and workflow services to life sciences and advanced technology industries globally, distributing laboratory chemicals, equipment, and bioprocessing consumables. The manager holds...
Fortune Brands Innovations manufactures leading home and building products across security, water, and outdoor living categories. The manager maintains...