📊 Topic

Share buybacks

2 stories · First covered Mar 17, 2026 · Latest May 4
Related: RevPAR 2 Hotel Zeppelin 1 MGM Resorts International 1 Pebblebrook Hotel Trust 1 Macau 1 Las Vegas Strip 1 EBITDAR 1 San Francisco hotel market 1 Capital expenditures 1 Hotel EBITDA 1 Hotel Zelos 1 Hotel Zetta 1
Share buybacks Coverage
MGM's Vegas EBITDAR Dropped 8% While Macau Grew. That's Not a Blip.
Operations
May 4

MGM's Vegas EBITDAR Dropped 8% While Macau Grew. That's Not a Blip.

MGM just posted its first Las Vegas revenue growth in three quarters and somehow still watched profits shrink. If you think that's just a Vegas problem, you haven't been paying attention to what's happening to operating margins across the entire industry.

MS
Mike Storm 3 min read · May 4
Pebblebrook's Internal Awards Tell You More About Its Strategy Than Its Earnings Call
REITs
Mar 17

Pebblebrook's Internal Awards Tell You More About Its Strategy Than Its Earnings Call

A REIT that traded at a persistent NAV discount all year just told you which assets it values most. The award list is a capital allocation signal hiding in a press release.

JC
Jordan Chen 2 min read · Mar 17