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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.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Ross GlotzbachLongleaf Partners Global Fund | MGM Resorts $MGM• NYSE | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Longleaf Partners Global Fund - MGM The related group of digital and print publisher People Inc. and hospitality and entertainment company MGM Resorts both contributed positively during the quarter. The main piece... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | MGM Resorts $MGM• NYSE | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Longleaf Partners Fund - MGM The related group of digital and print publisher People Inc. and hospitality and entertainment company MGM Resorts both contributed positively during the quarter. The main piece... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | Arne AlsinNightview Capital | MGM Resorts $MGM• NYSE | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Nightview Capital - MGM We bought MGM Resorts. Together, gaming and... | NEUTRAL | View Pitch → |
| Sep 2, 2026 | Fund Letter | ArrowMark Colorado Holdings LLCMeridian Hedged Equity Fund | MGM Resorts $MGM• NYSE | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Meridian Hedged Equity Fund - MGM MGM Resorts International is a global gaming and entertainment company that operates a diverse portfolio of 30 unique hotel and destination resorts featuring best-in-class casinos, meeting spaces, and live entertainment. The company also... | BULL | View Pitch → |
| Aug 21, 2026 | Fund Letter | ArrowMark Colorado Holdings LLCMeridian Hedged Equity Fund | MGM Resorts $MGM• NYSE | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Long MGM (MGM Resorts International) 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... | BULL | View Pitch → |
| Jan 24, 2026 | Fund Letter | ArrowMark Colorado Holdings LLCMeridian Hedged Equity Fund | MGM Resorts $MGM• NYSE | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Meridian Hedged Equity Fund 2025 Q4 (MGM) MGM Resorts International is a global hospitality and entertainment company with a diversified portfolio of casino resorts across Las Vegas, U.S. regional markets, and Macau, as well as a growing digital presence through its joint venture, BetMGM. We own MGM... | BULL | View Pitch → |
| Jan 20, 2026 | Fund Letter | Ross GlotzbachLongleaf Partners Global Fund | MGM Resorts $MGM• NYSE | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Longleaf Partners Global Fund 2025 Q4 (MGM) Casino operator MGM Resorts had a relatively weaker 2025 in Las Vegas due to difficult comparisons after multiple years of strength. A significant turnaround... | BULL | View Pitch → |
| Jan 16, 2026 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | MGM Resorts $MGM• NYSE | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Longleaf Partners Fund 2025 Q4 (MGM) MGM Resorts – Casino operator MGM Resorts had a relatively weaker 2025 in Las Vegas due to difficult comparisons after multiple years of strength. A significant turnaround... | BULL | View Pitch → |
| Jan 8, 2026 | Fund Letter | ArrowMark Colorado Holdings LLCMeridian Hedged Equity Fund | MGM Resorts $MGM• NYSE | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Meridian Hedged Equity Fund 2025 Q2 (MGM) MGM Resorts International (MGM) was a material contributor to portfolio gains after delivering strong quarterly results. The company benefited... | BULL | View Pitch → |
| Nov 28, 2025 | Fund Letter | Southeastern Asset Management, Inc.Longleaf Partners Fund | MGM Resorts $MGM• NYSE | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Longleaf Partners Fund 2025 Q3 (MGM) IAC and MGM… We expect increased management urgency on value realization at both companies in the coming months. MGM, which we... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.