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...

Published February 5, 2024

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...

Published January 29, 2024

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...

Published January 22, 2024

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...

Published January 15, 2024

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...

Published December 25, 2023

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...

Published December 18, 2023

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....

Published December 4, 2023

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...

Published November 20, 2023

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...

Published November 20, 2023

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...

Published October 30, 2023

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...

Published September 25, 2023

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...

Published September 18, 2023

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,...

Published September 4, 2023

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...

Published August 28, 2023

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