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@bmb21 "$MGM now getting $100m this year from BetMGM and quarterly distributions going forward. BetMGM guided up to $200m in EBITDA capex YTD is $29m; release says EBITDA - capex will go to parents (50% Entain XX% MGM). $100m/y earnings stream IMO is worth at least $1bn of market cap"
X Link @bmb21 2025-10-14T16:59Z XXX followers, 1434 engagements

"$MGM Northfield Park sale thoughts: - 6.6x EV/EBITDA versus 3x on the stock - BetMGM distribution and this sale is about $520m of proceeds or X% of market cap; both of these were announced this month - MGM Springfield might sell next where the real estate owner is also VICI"
X Link @bmb21 2025-10-26T15:21Z XXX followers, XXX engagements

"A preferred pitch at 10%+ current yield and 13%+ if called within next five years - $CCLDO. Healthcare cloud business with 40K+ providers using it and going EPS positive this year no debt. $CCLD converted Series A earlier this year and could double EPS by taking out this one"
X Link @bmb21 2025-10-31T14:41Z XXX followers, XXX engagements

"Some portfolio updates - $CROX $EIC $MGM $BLZE MA munis"
X Link @bmb21 2025-11-02T16:35Z XXX followers, XXX engagements

"$BZH really pounding the table on buybacks"
X Link @bmb21 2025-05-03T14:54Z XXX followers, XXX engagements

"@ClarkSquareCap $MLCI - asset manager / MYGA insurance merged with a US closed-end fund to get NASDAQ listing on 9/15. $100m market cap trading at XX% of book and 5x earnings. CEO was CIO at Apollo Investment Management / ex MD at Goldman. $2.4bn AUM acquisitive / growing"
X Link @bmb21 2025-10-26T23:37Z XXX followers, 1592 engagements

"$MGM share count slightly up and Vegas occupancy and ADR both driving segment adj. EBITDAR down 18%. Not a good quarter maybe some silver linings in MGM China. First quarter in a long time with no buybacks. we'll see if they take advantage of the opportunity tomorrow"
X Link @bmb21 2025-10-29T20:55Z XXX followers, XXX engagements

"@g4734g @ClarkSquareCap It's a good question and I will reach out there; I would think once 11/15 hits they should put out an 8-K with the results of tender and maybe new share count. They're also due to report Q3 soon but no releases I've seen on date"
X Link @bmb21 2025-11-02T13:43Z XXX followers, XX engagements

"@HelixCapital_ Yes and no - I think the market at 8x 26' EPS is discounting any turnaround on HEYDUDE and saying the Crocs brand never grows like it did the last few years. I would like to not have to rely on buybacks to grow EPS. If they can't turn around in a few Qs I'd consider selling"
X Link @bmb21 2025-11-03T13:04Z XXX followers, XX engagements