MGM Resorts International (MGM) stock calls: who's bullish, who's bearish, and their track records
As of November 5, 2026, MCAFax has logged 4 calls on MGM Resorts International (MGM) from 4 tracked investors: 2 bullish, 0 bearish and 2 neutral. The most recent is neutral, posted by @valuedontlie on Oct 30, 2026 when MGM last closed at $28.83. None of these calls has been scored yet; calls are scored 180 days after the post.
Not investment advice; for research and education.
Who is bullish and who is bearish on MGM?
Consensus: bullish. Every current directional call on MGM points the same way (A Capital (@ACapitalLP) and Agon Investments (@AgonInvestments)). @FrontRowBrian and Colin King (@valuedontlie) take a neutral or watch-only view, which is the closest thing to dissent here.
Every logged MGM call
| Date | Player | Call | Price at call | Current / outcome | Result | Source |
|---|---|---|---|---|---|---|
| Oct 30, 2026 | Colin King (@valuedontlie) | Neutral / watch | $28.83 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
| Oct 30, 2026 | Agon Investments (@AgonInvestments) | Bullish (long) | $28.83 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 30, 2026 | A Capital (@ACapitalLP) | Bullish (long) | $28.83 | Open; scored 180 days after the post | Open (not yet scored) | post |
| Oct 29, 2026 | @FrontRowBrian | Neutral / watch | $27.27 | Open; scored 180 days after the post | Watch only (neutral calls are not scored) | post |
Dates are the post date in US Central time. Prices are closes in the listing currency. Open calls are not marked to market on this page; they are scored 180 days after the post.
The bull case for MGM
- MGM is very cheap on a sum of the parts: 5x 2027E EBITDAR for the operating businesses plus ~$10/share for Osaka gives a ~$47/share base case. (Agon Investments (@AgonInvestments), Oct 30, 2026; source)
- MGM looks cheap at ~$29 after a weak Vegas quarter: the market ignores Macau share gains, BetMGM profits and Osaka, and the company can now resume buybacks with $1.4bn left (~20% of market cap) after People Inc. walked away from its $48.30 bid. (A Capital (@ACapitalLP), Oct 30, 2026; source)
The bear case for MGM
No tracked investor has a current bearish thesis on MGM.
Neutral and watch-list views
- Shares ACapitalLP's MGM sum-of-the-parts long as an idea; no position stated. (Colin King (@valuedontlie), Oct 30, 2026; source)
- Balanced take on MGM after Q3: buyback firepower and SOTP (JPM) vs weak Vegas RevPAR, Japan spending and rent burden (Morgan Stanley); his own math says US profit covers ~$1.8bn cash rent only ~1.4x, down from ~1.7x; room-rate recovery (F1 in November) is the tell. (@FrontRowBrian, Oct 29, 2026; source)
Thesis lines are MCAFax summaries in our own words; follow the source link for the author's full post.
In their own words
- @valuedontlie (Oct 30, 2026): "SOTP idea $MGM"
- @AgonInvestments (Oct 30, 2026): "I am at 5x 27E EBITDAR and adding approx $10 per share on the Osaka project(being really conservative here), getting around $47/share base case."
- @ACapitalLP (Oct 30, 2026): "Vegas weakness is real, but the marginal buyer is potentially the company itself, with substantial firepower at precisely the wrong price for sellers."
- @FrontRowBrian (Oct 29, 2026): "If not, MGM is borrowing to buy back stock in a shrinking business."
Track records of the players calling MGM
| Player | Calls on MGM | Career W-L | Win % | Avg edge vs S&P | Status |
|---|---|---|---|---|---|
| A Capital (@ACapitalLP) | 1 | 0-0 | - | - | No scored calls yet |
| Agon Investments (@AgonInvestments) | 1 | 0-0 | - | - | No scored calls yet |
| @FrontRowBrian | 1 | 0-0 | - | - | No scored calls yet |
| Colin King (@valuedontlie) | 1 | 11-8 | .579 | +35.1 | Ranked #5 (career) |
See the full market-calls leaderboard for every player's record.
How we score these calls
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Last updated: November 5, 2026
Not investment advice; for research and education.
FAQ
Who is bullish on MGM Resorts International (MGM)?
As of November 5, 2026, @ACapitalLP and @AgonInvestments have logged bullish calls on MGM. Current bullish voices: @ACapitalLP and @AgonInvestments.
Who is bearish on MGM?
As of November 5, 2026, none of the investors MCAFax tracks has made a bearish call on MGM.
What is the consensus on MGM among tracked investors?
Current calls on MGM lean bullish; no tracked investor is on the other side right now.
What price was MGM at when these calls were made?
Prices at call ranged from $27.27 to $28.83. The most recent call was made when MGM last closed at $28.83. We use the last close known when each post went up.
How have past MGM calls performed?
No MGM call has been scored yet. Calls are scored 180 days after the post against the S&P 500.
Is there a contrarian call on MGM?
Consensus: bullish. Every current directional call on MGM points the same way (A Capital (@ACapitalLP) and Agon Investments (@AgonInvestments)). @FrontRowBrian and Colin King (@valuedontlie) take a neutral or watch-only view, which is the closest thing to dissent here.
How does MCAFax score stock calls?
A call wins when, 180 days after the post, the stock beat the S&P 500 in the direction the investor called (a long must outperform the index, a short must underperform it). Edge is the gap versus the S&P 500 in percentage points. Price at call is the last close known at the time of the post (Yahoo Finance daily bars, split-adjusted, in the listing currency). Track records cover calls from roughly the past year.
Where do these calls come from?
Public posts on X by investors MCAFax tracks. Each call links to the original post, and we log only posts that name a ticker and take a side. Theses are summarized in our own words.
Is this investment advice?
No. This page is journalism and research for education. It reports what tracked investors said and how their past calls performed.
How often is the MGM page updated?
It is regenerated from the MCAFax market-calls database whenever new calls are logged or scored. This version is current as of November 5, 2026.