FANTINI’S FINANCE: Book Your Tickets Now
It’s late September and that could only mean one thing: G2E is nearly upon us once again. Every year, one topic or buzzword seems to dominate the conversation above...
FANTINI’S FINANCE: Take a Closer Look…
Overall, the U.S. economy and the press surrounding it isn’t very bubbly. So, surely that must mean that there are little to no opportunities for success in this market...
FANTINI’S FINANCE: Would You Like a REIT While You Wait?
It’s the strangest thing—everyone acknowledges the possibility of a recession and even the likelihood of one, but it has yet to materialize in any quantitative way. In any case,...
FANTINI’S FINANCE: A House Full of Affiliates
This week, the best of the affiliates get their turn in the spotlight, and overall, the sector seems well-positioned for current and future trends. Additionally, the floor may be...
FANTINI’S FINANCE: Sorting Through the Second Quarter
Second-quarter earnings are nearly complete, and there are trends to glean from just about all facets of the gaming industry. Ironically, some of the most attractive options are those...
FANTINI’S FINANCE: Smoke on the Horizon
After many months of obsessive recession-watching, the latest round of less-than-stellar data from June may finally be the signal investors have long feared. The margin for error appears to...
FANTINI’S FINANCE: Lucky in Kentucky
One of Warren Buffett’s most oft-quoted phrases is that you should invest in people, not companies. Churchill Downs has enjoyed an amazing multi-year run, but results for the second...
FANTINI’S FINANCE: Getting Straight To It
We find ourselves at the precipice of second quarter earnings season, although Las Vegas Sands and Monarch Casino have already kicked things off. Let’s get these investor calls going,...
FANTINI’S FINANCE: The 2023 Halftime Report
We have reached the halfway point of 2023, and second quarter earnings season is upon us. Not many surprises or unanswered questions are left remaining, but the advancement of...
FANTINI’S FINANCE: The Importance of the Human Element
As investors, sometimes the things we overlook or take for granted are the simplest. When looking at the best performers in the casino space, oftentimes the best answers are...
FANTINI’S FINANCE: And That Has Made All the Difference
In gaming, two paths have formed: one with big names, glitzy locales and booms and busts, and the other with unsexy operations that perform consistently over time. When it...
FANTINI’S FINANCE: A Nice Day for M&A
The increasing number of mergers, acquisitions and spin-offs in gaming have us wondering, what are some other potential candidates to potentially make a big acquisition splash or cash in...
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...
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...
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...
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.
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...
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.
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....
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...
Top Podcast box
September 18-21, 2023: Tribalnet Conference & Tradeshow, Town & Country Resort, San Diego, CA. For more information visit www.tribalnetconference.com.
September 19-21, 2023: SBC Summit Barcelona, Fire De Barcelona, Montjuic. The global betting and igaming show. For more information visit https://sbcevents.com/sbc-summit-barcelona.
October 8-9, 2023: ICRG Conference on Gambling and Addiction, Venetian Expo, Las Vegas. Produced by the International Center for Responsible Gaming For more information visit https://www.icrg.org/events.
October 9-12, 2023: Global Gaming Expo, G2E is the catalyst for gaming – fostering innovation and driving growth by convening the global industry in one place to get business done. Don’t miss this all-in-one experience (Education: October 9-12 | Expo Hall: October 10-12). Venetian Expo, Las Vegas, NV. To register, visit: https://g2e2023.com/GGB
October 31-November 2, 2023: SBC Summit Latinoamerica, Seminole Hard Rock Hotel & Casino, Hollywood, FL. The conference and trade show for senior executives in the Latin American betting and gaming industry. For more information visit https://sbcevents.com/en/sbc-summit-latinoamerica.
November 13-17, 2023: SIGMA Europe (Malta Week), Malta, MFCC (North Gate). Returning to its roots, SiGMA Europe attracts an international and diverse lineup of industry leaders to its annual Malta Week event, bringing a convergence of expo, conference, and networking. For more information visit sigma.world/europe.
November 22-23, 2023: BEGE, IEC, Sofia, Bulgaria. BEGE is one of the leading gaming and entertainment exhibitions in Europe. The show gathers 85+ exhibitors and over 6000 visitors from over 60 countries. Over the years, the event has gained the attention of leading companies and established itself as a preferred business venue and became meeting point for the gaming society.
For more information visit www.balkangamingexpo.com.
November 22-23, 2023: EEGS IEC, Sofia, Bulgaria. The Eastern European Gaming Summit (EEGS) is an annual gaming conference which brings together more than 50 speakers and 300+ delegates from all over world. With hundreds of leaders and thriving companies from the land-based and online gaming industry in attendance, EEGS covers groundbreaking subjects and discussions based on the latest trends, developments, and insights. For more information visit eegamingsummit.com/.
November 22-23, 2023: iGB L!VE North America, Javits Center, New York, NY. Connecting operators, suppliers and affiliates across all iGaming sectors. For more information visit www.igblivenorthamerica.com//.
