FANTINI’S FINANCE: Combing Through the Wreckage

Make no mistake, the aftermath of the Trump tariff crusade has been painful for the gaming space. But as always, a crisis presents opportunities.

Published April 4, 2025

FANTINI’S FINANCE: Are You In or Out?

The proliferation of gray-area gaming options has presented regulated stakeholders with an interesting dilemma: Will you fight back or look for ways to join in?

Published March 28, 2025

FANTINI’S FINANCE: In the Midst of Uncertainty

Macroeconomic fears and escalating trade wars have made for a very uncertain short- to medium-term outlook for the gaming industry and its investment opportunities.

Published March 21, 2025

As Regional Casino Stock Prices Sink, Opportunity Emerges

In spite of, or maybe because of Trump 2.0 investors could find some gambling stocks worth investing in.

Published March 14, 2025

FANTINI’S FINANCE: From the Top Down

The flurry of activity from the White House is resulting in much uncertainty for the investment landscape, gaming included. But still, there are some steady stalwarts beyond the noise....

Published February 28, 2025

FANTINI’S FINANCE: All Roads Lead East?

Asia is perhaps the most fascinating region for casino growth at the moment, with alluring opportunities that also present substantial risks.

Published February 21, 2025

FANTINI’S FINANCE: The Goldilocks Operators

All too often, the biggest-name operators and the flashy startups are the ones who receive all the coverage. But there are some mid-size companies that have the total package:...

Published February 14, 2025

FANTINI’S FINANCE: Back Against the Wall

It ain’t easy being a regional U.S. casino operator these days. Revenue is being dwarfed by inflation and the threat of iGaming expansion looms large. But there is one...

Published January 31, 2025

FANTINI’S FINANCE: Prepare to Take Off(ice)

The return of Donald Trump to the White House will have at least some impact on business and investing, and gaming will not be free from those effects. But...

Published January 17, 2025

FANTINI’S FINANCE: You Can’t Always Get What You Want

By now, it seems likely that retail and online gambling are two verticals that may not grow in tandem. If lawmakers are set on iGaming expansion, it may be...

Published January 09, 2025

FANTINI’S FINANCE: A Hard Rain’s A-Gonna Fall

A recent Wells Fargo research note has forced investors to ask some tough questions about the future growth prospects of land-based casinos in the U.S.

Published December 20, 2024

FANTINI’S FINANCE: Atop the Holiday Wish List

Of all our wishes for this holiday season, some help in understanding the potentially murky future of U.S. iGaming is perhaps the biggest.

Published November 22, 2024

FANTINI’S FINANCE: Reflecting and Projecting

As we approach the end of the year, the time has come to look back at notable developments from 2024 and project ahead to 2025.

Published November 22, 2024

FANTINI’S FINANCE

In gaming, operators often receive much of the attention and love from the financial press. But as it turns out, suppliers big and small offer some of the most...

Published October 25, 2024

FANTINI’S FINANCE: A Q3 Smorgasbord

As we await third-quarter earnings season, there are a number of stray thoughts and potential trends to ponder. Here are just a few.

Published September 27, 2024

FANTINI’S FINANCE: What Have You Done for Me Lately?

All of gaming’s biggest players have touted their plans to become the best and brightest. But how many actually point to real progress in the near future? As it...

Published September 20, 2024

FANTINI’S FINANCE: Making the Cut

Long-awaited interest rate cuts from the Fed may finally start to come to fruition here soon. That would have a big impact on everything from investment to debt restructuring,...

Published September 13, 2024

FANTINI’S FINANCE: The Era of Rationality

The U.S. sports betting industry has long been bolstered by hype and projections, but we seem to finally be entering a period of stability, one with rational valuations and...

Published August 16, 2024

FANTINI’S FINANCE: Cooking with Gas

M&A activity is heating up, and deals are popping off left and right. If valuations continue to stay at low levels, more moves could be on the horizon.

Published August 2, 2024

FANTINI’S FINANCE: Regional Operators and Delaware Politics

Early on in this second-quarter earnings season, the stocks of both big and small regional operators have been perhaps the most notable. Some, like Monarch Casino, were predictable—others, like...

Published July 27, 2024