MGM Resorts could respond to a dropped buyout bid with an aggressive buyback before the market sizes its Japan opportunity. The stock fell after the buyout bid was withdrawn, though the deal never made much sense. A $2 billion buyback, about 20-25% of shares outstanding, would not be surprising and could move the needle. x.com 

People Inc. shareholders should get a high premium if MGM Resorts pursues a takeover. People Inc. first offered $48.30 a share for MGM, which rejected it; now, per the Wall Street Journal, MGM is considering acquiring People Inc. itself. Barry Diller's bid set a clever price anchor for his life's work, making a high premium the only logical outcome. x.com 

MGM Resorts' debt and operating leverage make its low free-cash-flow yield risky. A recession would make the situation very bad even if conditions otherwise look fine, and Diller is following the Liberty levered-buyback model. x.com  x.com  x.com 

MGM Resorts looks due for a bounce after falling nine weeks in a row, something it has done only once in 38 years, at the financial-crisis lows, and never ten. It has retraced much of the takeover bid from a couple of months ago and now trades about 13% below the $48.30 offer price, with RSI getting oversold. A higher bid is even possible. x.com 

InMode now faces a bidding contest: an investment fund offered $16.75 a share versus CEO Moshe Mizrahy's $16.20, and further developments are likely. The company trades near an $870M market cap with over $530M in cash and almost no debt, and remains profitable on about $82M of quarterly revenue. Higher strategic bids, including reported Korean interest well above the share price, surfaced during an earlier review before it disappeared. x.com 

Disney is a far better buy than MGM Resorts: Disney is a very inexpensive stock with irreplaceable assets, and Toy Story 5 is set to crush it for the company. x.com