The Caesars Entertainment purchase by Eldorado is clearly the biggest gaming news of the year. But what does the history of Eldorado tell us about how that once-small company...
The sale of three casinos by Eldorado led to speculation that the acquisition of Caesars could follow. But let’s not put the cart before the horse. Eldorado has long...
Regional gaming companies have taken a serious hit in their share prices in 2019. Fears of a recession and a lack of growth are major reasons for that decline....
The big American companies are being left behind in Asia. Although they have beachheads in Macau, the expansion into other parts of Asia favors Asian companies and their partners....
A purchase of Wynn Resorts’ Encore Boston Harbor would have been a major mistake by MGM Resorts. It flies against everything the company has said it’s doing. But a...
The history of economic cycles tells us that sooner or later we’re going to be hit by a recession. Good times don’t last forever and trees don’t grow to...
For investors familiar with the New York Stock Exchange, NASDAQ and even some of the other major markets, the Swedish stock exchange in Stockholm may be a little exotic....
Las Vegas Sands’ COO Rob Goldstein has learned at the feet of his boss, Sheldon Adelson, and has become something of a savant when it comes to the company’s...
What do the larger economic trends mean to the gaming industry? How serious is the decline in Las Vegas visitation? What does the expanding slot route operations mean to...
The pursuit of Caesars Entertainment by Carl Icahn could go several ways by there is lots of evidence that Icahn will emerge more powerful and richer. One thing is...
It may not be the Fab Four, but the latest British Invasion of the U.S. includes dozens of companies from the UK with expertise in sports betting and internet...
Billionaire Carl Icahn has an impressive track record in the gaming industry, making money on several distressed gaming companies. Now his target is gaming giant Caesars Entertainment, and who...
Fourth-quarter earnings season has been quiet—no big surprises. The situations in Macau and Japan are becoming more clear and government involvement in gaming in Europe is becoming more troubling....
Fourth quarter financial reports are rolling in and it seems the disappointing 2018 is behind us. But if the U.S. economy starts to slow down, how attractive will the...
The quarterly earnings report from Las Vegas Sands revealed quite a bit about that company, but also gave investors insight into similarly sized and located casino companies and the...
No matter where casinos operate they all have one overriding fear: government interference. But when it comes at the federal level, there are unknown implications. That’s what happened last...
The 2019 National Legislative Preview is out and it contains lots of information about where and how gaming legalization will proceed. It pays particular attention to the rapidly growing...
The U.S. stock market has been taking a huge hit in the last two weeks. Now maybe regular investors can get a taste of how gaming investors have been...
Gaming investors pay lots of attention to Macau and for good reason. It’s the largest gaming jurisdiction in the world and there are some important decision coming up. And...
A market sell-off makes everybody nervous, but think about Warren Buffett at times like these. Bad times aren’t so bad for good companies and may represent bargains in gaming...