A massive add at MGM and a rare, high-conviction buy at MSCI
Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.
📌 MGM Resorts $MGM — IAC Inc. disclosed a $39.88...
Welcome to my Boots On The Ground meeting. This is something I'll be doing every month for Macke Portfolio members. The intention here is to spend a few minutes talking about a specific topic that's been on my mind. Sometimes, it'll...
$25M filing for a cloud-based software giant + more
Every day, we sift through the filings to spot where the real conviction lies – cutting through the noise to highlight the most meaningful insider moves.