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...

Published August 21, 2023

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...

Published August 7, 2023

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...

Published July 31, 2023

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,...

Published July 24, 2023

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...

Published July 17, 2023

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...

Published July 3, 2023

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...

Published June 26, 2023

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...

Published June 19, 2023

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