FANTINI’S FINANCE: Looking for Optionality? Here’s an Option

The recent popularity of optionality harkens us back once again to an old favorite, Golden Entertainment. Oh, and congratulations to Tom Carper, the latest addition to the semi-retired Delawarean...

Published May 29, 2023

FANTINI’S FINANCE: Survival of the Fittest

The U.S. iGaming and online sports betting markets have officially reached the tipping point of consolidation. The big guns are primed to take some big shots, and some, like...

Published May 22, 2023

FANTINI’S FINANCE: Raging Bulls and Cash Cows

First quarter earnings season is upon us, and two companies, Las Vegas Sands and Monarch Casino, represent opportunities in distinctly different ways—one is perhaps best positioned to take advantage...

Published April 24, 2023

FANTINI’S FINANCE Zooming All the Way Out

As we await the start of first-quarter earnings season, let’s take a look at some of the trends to keep in mind from a macro perspective.

Published April 17, 2023

FANTINI’S FINANCE: Observations and Congratulations

All told, it’s been a rather good week—the latest data from the Nevada gaming industry remains as strong as ever, the IGA show in San Diego went swimmingly and...

Published April 3, 2023

FANTINI’S FINANCE: Closing the Book on 2022 and Preparing for the Next Chapter

Now that we’ve gleaned every last drop of analysis from 2022, it’s time to take what we’ve learned and apply it to the rest of 2023 and beyond.

Published March 27, 2023

FANTINI’S FINANCE: On This Episode of Bull and Bear…

The dialogue between Bull and Bear is becoming more spirited than ever, but the conclusion is consistent: in times of increasing uncertainty, gravitate towards dividend-paying, well-run operators and REITs....

Published March 20, 2023

FANTINI’S FINANCE: Las Vegas Speculation and a Golden Opportunity

The good times have rolled through Las Vegas for two years now, but many believe that by the end of 2023, the long arm of recession may finally catch...

Published March 6, 2023

FANTINI’S FINANCE: Pixels at the End of the Tunnel

To this point, much of gaming’s momentum from 2022 has continued into 2023, but as fears of recession continue to rise among brick-and-mortar outfits, online sports betting and iGaming...

Published February 27, 2023

FANTINI’S FINANCE: Could Flutter Join in on the U.S. Party?

Sometimes you just can’t argue with success—despite numerous economic fears and uncertainties, the U.S. gaming market continues to post strong figures, and January was no different. That begs the...

Published February 20, 2023

FANTINI’S FINANCE: Who Doesn’t Love Dividends?

This week, dividends are the name of the game, and surprisingly, none of the big-time casino operators or bookmakers elicited any mention whatsoever. That alone should be an indicator...

Published February 6, 2023

FANTINI’S FINANCE: A Tale of Two Markets for LVS

Las Vegas Sands’ recent fourth-quarter earnings call was chock-full of things for investors to consider—for starters, Macau’s optimism continues to rise; is its success to be believed long-term? Similarly,...

Published January 30, 2023

FANTINI’S FINANCE: Hold Those Feet to the Fire

As fourth-quarter earnings report season begins, it’s important to hold the big names accountable for any less-than-stellar performances. The time for glittering generalities has passed, and some investors may...

Published January 23, 2023

FANTINI’S FINANCE: So Far, 2023 Panning Out as Expected

The first few trading days of 2023 have shown that the public’s confidence is high on Macau’s resurgence and low on U.S. operators. This was to be expected, but...

Published January 9, 2023

FANTINI’S FINANCE: Betting the House on Full House

When looking for winners in the gaming market for 2023 , the big names don’t have nearly the same growth potential as Full House Resorts, a regional operator with...

Published December 26, 2022

FANTINI’S FINANCE: Here for a Good Time, Not a Long Time

Now that Macau’s Big 6 have signed new concessions, it may seem as though everything is back on track for the market that once dominated the global industry. And,...

Published December 19, 2022

FANTINI’S FINANCE: Real Estate Reaction

In the past year, we’ve seen a sea change when it came to ownership of the Las Vegas Strip. VICI has become the dominant force as it bought out...

Published December 5, 2022

FANTINI’S FINANCE: Cliches Abound—Which Do You Prefer?

At this point, investors have a bull on one shoulder and a bear on the other, and both make logical arguments, even if they’re laden with assumptions and platitudes....

Published November 21, 2022

FANTINI’S FINANCE: A Tale of 2 Markets

Even though business remains strong for U.S. casino companies, the onslaught of interest hikes may eat away at some of the market’s progress, representing a long-term value proposition. Macau,...

Published November 7, 2022

FANTINI’S FINANCE: What Doesn’t Kill You Makes You Stronger

At this point, we’ve seen enough positive 3Q results from gaming companies across all sectors to have faith in its long-term resiliency moving forward, even as the cloud of...

Published October 31, 2022