Frank Fantini, Author at GGB News

FANTINI’S FINANCE

The gaming industry and its adjacencies are moving at the speed of light, such that the landscape of years past is almost unrecognizable.

Published Jun 20, 2025

FANTINI’S FINANCE: Follow the Smart Folks

A number of well-respected value investors have latched onto casino operators, and time will tell which of these operators can best unlock their potential.

Published Jun 13, 2025

FANTINI’S FINANCE: A Post-Q1 Quandary

In this episode of Bull and Bear, the two sides debate the state of the gaming industry and the broader economy after the conclusion of first-quarter earnings.

Published May 23, 2025

FANTINI’S FINANCE: Retail Therapy

Could brick-and-mortar casino stocks finally be on the rise after extended underperformance?

Published May 16, 2025

FANTINI’S FINANCE: Class is in Recession

Fears of a potential recession for the U.S. economy are back in the forefront for investors, but as always, such circumstances can create opportunities.

Published May 2, 2025

FANTINI’S FINANCE: Steady as She Goes

So far in the early stages of first-quarter earnings season, gaming companies are acting cautiously as economic and political uncertainty abound.

Published April 25, 2025

FANTINI’S FINANCE: Earnings Season Tune-Up

As investors prepare for another round of earnings reports, there are several factors that have caused quite a bit of short- and medium-term uncertainty for gaming companies and the...

Published April 18, 2025

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