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...
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...
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...
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...
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,...
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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.
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.
