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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...
— Ross Glotzbach
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Other investors who've written on MGM Resorts International
MGM Resorts International is a premier global hospitality and gaming entertainment company operating destination resort properties in Las Vegas, regional US markets, and Macau. The manager remains...
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 Global Fund
Rayonier ($RYN), representing 7.2% of the fund's portfolio, is a leading real estate investment trust specializing in timberland management, real estate development, and natural resource conservation across the United States and New Zealand. The manager maintains...
Regeneron Pharmaceuticals ($REGN), representing 4.7% of the fund's portfolio, is a leading biotechnology company that discovers, invents, and commercializes innovative medicines for serious diseases. The manager maintains...
Abbott Laboratories ($ABT) is a globally diversified healthcare company operating across medical devices, diagnostics, branded generic pharmaceuticals, and nutritional products. The manager established...