FANTINI’S FINANCE: Back to the Future
One of legendary investor Peter Lynch’s most-quoted aphorisms is that of “deworseification,” meaning that diversification is not always sensible. IGT has spun off its lottery business and returned to...
FANTINI’S FINANCE: Mother Was A Mudder
The ho-hum fourth-quarter results for U.S. operators have been, well, a little boring. What is exciting, however, is the solid performance and future growth prospects of racers-turned-HHR-extraordinaires Churchill Downs....
FANTINI’S FINANCE: The Year of the Lion?
In an economic landscape that appears to be growing cloudier the further we delve into 2024, a number of gamers stand out from the uncertain crowd as having solid...
FANTINI’S FINANCE: Best in Class
For investors with a buy-and-hold strategy, solid companies like Wynn Resorts and Red Rock have reaffirmed their staying power. Nearer term, Flutter, now on the NYSE, could offer investors...
FANTINI’S FINANCE: Be Still My Flutter-ing Heart
Flutter Entertainment’s recent listing on the New York Stock Exchange has U.S. investors grinning with glee over the possibility of continued market share growth coupled with pared down promotional...
FANTINI’S FINANCE: A Tale of Two Gambles
As we begin fourth-quarter earnings season, Las Vegas Sands and Inspired Entertainment represent two interesting examples of growth potential. While they couldn’t be more different in terms of size...
FANTINI’S FINANCE: Not This Time, Brutus
Caesars recently pre-announced that its fourth-quarter results would not match forecasts. However, instead of a death knell, the news actually caused the company’s stock to jump—funny how things work...
FANTINI’S FINANCE: Fourth-Quarter Temperature Checks
The next round of earnings reports will soon be trickling in, which will likely give a little more clarity on where we could be headed. In the meantime, let’s...
FANTINI’S FINANCE: Tis the Season for Optimism
Everyone knows that there’s no telling how the future will pan out, but why be a Grinch or Scrooge during this jolly time? Let’s start the new year brimming...
FANTINI’S FINANCE: Put ‘Er There
Moving into 2024, the overall temperature of the economy is mixed yet mostly optimistic. In the meantime, some companies would appear to be trading at somewhat bargain prices, and...
FANTINI’S FINANCE: Post-Turkey Potpourri
The death of investing giant Charlie Munger is cause for reflection and appreciation for some of the companies that demonstrate the beauty of buying good fundamentals at fair prices....
FANTINI’S FINANCE: Do Picks and Shovels Equate to Dollars and Cents?
In the gaming investment landscape, affiliates and data providers represent an interesting alternative to land-based operators, bookmakers and iGamers. Despite lagging performance of late, many of the biggest players...
FANTINI’S FINANCE: Bull and Bear Dissect Post-Q3 Trends
On this episode of Bull and Bear, we hear opposing views about the state of gaming for investors. There’s no denying that the overall economy is showing signs of...
FANTINI’S FINANCE: Even the Best Fall Down Sometimes
On paper, Boyd Gaming is steady as can be, consistently checking all the boxes that investors look for in their search for well-run companies. And yet, its shares dropped...
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...
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November 27-28: Eastern European Gaming Summit, Inter Expo Center, Sofia, Bulgaria. Produced by the Association of Gaming Industry in Bulgaria. For more information visit eegamingsummit.com.
November 27-28: GAT Caribe Cancun, Cancun International Convention Center, Cancun, Mexico. Produced by 3A Producciones. For more information visit 3aproducciones.com/.
December 2-4: Thai Entertainment Complex Summit, Bangkok Marriott Hotel The Surawongse, Bangkok, Thailand. Produced by Winna Media. For more information visit winnamedia.com/.
December 4: Global Regulatory Awards, Grand Connaught Rooms, London, UK. Produced by Vixio. For more information visit gamblingcomplianceawards.com/.
December 9-11: Global Symposium on Racing, Loews Ventana Canyon Resort, Tucson, Arizona. Produced by University of Arizona. For more information visit rtip.arizona.edu/.
December 12-15: National Council of Legislators from Gaming States (NCLGS) Winter Meeting, Caesars New Orleans. For more information visit www.NCLGS.org.
January 20-22: ICE Barcelona, Fira Gran Via, Barcelona, Spain. Produced by Clarion Gaming. For more information visit www.icegaming.com.
January 27-29: AML Fundamentals + AML for Casinos, Hilton San Diego Airport/Harbor Island. Gain insights into latest AML practices, regulations, and challenges for casinos. Produced by Skilld. For more information visit skiild.com/aml-event-2025 or contact events@skiild.com/888.333.3039.
November 27-28: GAT Caribe Cancun, Cancun International Convention Center, Cancun, Mexico. Produced by 3A Producciones. For more information visit 3aproducciones.com/.
December 2-4: Thai Entertainment Complex Summit, Bangkok Marriott Hotel The Surawongse, Bangkok, Thailand. Produced by Winna Media. For more information visit winnamedia.com/.
December 4: Global Regulatory Awards, Grand Connaught Rooms, London, UK. Produced by Vixio. For more information visit gamblingcomplianceawards.com/.
December 9-11: Global Symposium on Racing, Loews Ventana Canyon Resort, Tucson, Arizona. Produced by University of Arizona. For more information visit rtip.arizona.edu/.
December 12-15: National Council of Legislators from Gaming States (NCLGS) Winter Meeting, Caesars New Orleans. For more information visit www.NCLGS.org.
January 20-22: ICE Barcelona, Fira Gran Via, Barcelona, Spain. Produced by Clarion Gaming. For more information visit www.icegaming.com.
January 27-29: AML Fundamentals + AML for Casinos, Hilton San Diego Airport/Harbor Island. Gain insights into latest AML practices, regulations, and challenges for casinos. Produced by Skilld. For more information visit skiild.com/aml-event-2025 or contact events@skiild.com/888.333.3039.
