Investment Thesis
MGM Resorts operates integrated resorts in Las Vegas, regional U.S. markets, and Macau, plus a growing BetMGM digital wagering joint venture. Asset-light strategy, loyalty ecosystem, and digital scale drive growth.
- Las Vegas Leadership: Strip resorts benefit from conventions and sports events.
- BetMGM: iGaming and sports betting create recurring, asset-light revenue.
- Capital Recycling: VICI transactions unlocked capital for buybacks and debt reduction.