Mason Hawkins is an important north -American investor, known for being the founder and president of South -East assets management. Hawkins has a degree in Finance Arts from the University of Florida and later made his MBA in finance from the University of Georgia. Prior to founding the south -east of assets management, the billionaire gained experience as research director of the Atlantic National Bank and First Tennessee Investment Management. There he developed his value investment strategy and has since been known for his discipline in value investment. Its Southeastern Fund Asset Management also has the same reputation, which can be witnessed through its concentrated portfolio of about 40 to 50 actions. Southeastern Asset Management Services 47 customers currently, with $ 5,271,901,660 as assets under management from March 2024.
Value Investment is an investment strategy that uses well -managed and quality purchasing actions at prices significantly below their intrinsic value. The Hawkins strategy core is to buy shares when its market price is not more than 60% of the company’s valuation of its intrinsic value. Value investors believe that the market reacts to economic news, which involves a movement of the actions prices, however, this news does not affect the long -term foundations of a company. Therefore, investors like Mason Hawkins do not follow the herd and use financial research and analysis to find quality companies. Value investors are also known by long -term holding companies, but also actively delete the actions that the market is underestimating.
Hawkins research and disciplined investment strategy has won widespread recognition. He won the Lifetime of the Investors’ Life in 2005 and was also appointed National Fund Manager of Equity of the Year to Morningsar in 2006.
Under the current condition of the market, Hawkins’s value investment strategy has caused the attention of southeastern assets to small-level actions. While the stocks of small layers have largely had the market compared to its large homologous homologues. However, according to Francis Gannon, co-head of investment of Royce Investment Partners, Small caps have an attractive price For long -term investment opportunities. Gannon’s investment advice is aligned with Hawkins’ strategy, as it suggests investing in small quality companies with fundamental foundations, low debts, long -term gains established and significant potential.
To collect the list of the 10 Mason Hawkins Mason’s Mason’s stocks with great potential upside down, we traveled the 13F tiles of southeastern assets management, from Insider Monkey. From these files, we checked the potential in reverse of each CNN actions and classified the stocks in ascending order of the potential in reverse. We have also added the participation of southern assets management -east of each company and the feeling of coverage funds around each action. Note that the data was recorded on April 28, 2025. Note that for this article we have defined small -layered companies as those with market capitalization of $ 1 billion to $ 10 billion.
Why are we interested in the stocks that cover the funds? The reason is simple: our research has shown that we can overcome the market by imitating the best stock options for the best coverage funds. The strategy of our quarterly bulletin selects 14 stocks of small layers and large layers each quarter and has returned 373.4% since May 2014, surpassing its reference point at 218 percentage points (Check out more details here)).
MGM International Resorts (MGM): Between Mason Hawkins Multimiled Bads with great potential upside down
Aerial shot of an entertainment complex, its buildings and game services that extend along the seafront.
Market capitalization: $ 8.96 million
Number of coverage fund holders: 47
Southeastern Asset Management Stake: 83,476,943 $
Potential analyst on reverse: 51.56%
MGM Resorts International (NYSE: MGM) is an international company of games, hospitality and entertainment that offers a wide range of hotels and casinos. The company operates through four main business segments, including LAS Vegas Strip Resort, Regional Operations, MGM China and Digital MGM.
On April 28, Jefferies’s analyst David Katz maintained a purchase rating at shares with a $ 53 price goal. The analyst said that the company’s joint company of the company offered a robust growth of 34% year -on -year, driven by a 68% growth in online sports gambling income. Katz emphasized that this growth is a significant advantage for MGM International Resorts (NYSE: MGM), taking into account the uncertain macroeconomic environment.
On the other hand, the company published its results throughout the year for 2024, reflecting a 7% year -on -year growth of net income, which reached $ 17.2 billion. MGM China contributed to the return with a record ebitdar of $ 1.1 billion, indicating a 25% year -on -year increase. NightView Capital mentioned MGM Resorts International (NYSE: MGM) to his Q4 2024 Investor letter By claiming that the company is expanding beyond its playing operations in the hospitality segment. The company’s combination of non -game revenue now represents more than 70% of its income. Here is what the fund said about the company.
“ Travel and entertainment are transformed as consumers prioritize experiences on material goods.This is not a return to pre -maid rules; it is a reinvention of how we connect, explore and enjoy life.The travelers seek uniqueness and personalization, while entertainment combines physical kingdoms and those performed to create new experiences. Providing unforgettable moments to a new generation.
Usually mgm Ranks 3rd In our list of small stocks of Mason Hawkins Multimilionary with great potential vice versa. Although we recognize the potential of MGM as an investment, our conviction lies in the belief that the AI actions have a greater promise to obtain higher returns and to do it in a shorter period. There is an AI stock that increased since the beginning of 2025, while the popular AI actions lost around 25%. If you are looking for a stock of IA More promising than MGM but you are quoting less than five times, see our report on this Ia stock cheap.
