FANTINI’S FINANCE: Third-Quarter Report Card
In third-quarter earnings reports, in a changing environment, it’s important to take a nuanced look at the figures, and bring a dose of healthy skepticism to the bull ring....
FANTINI’S FINANCE: For Long-term Success, the Biggest Names Aren’t Always the Best
Buy-and-hold investors are doing better with regional casino stocks over big-name operators such as Sands, Wynn and MGM. Here’s the breakdown, recently and historically.
FANTINI’S FINANCE: China Drop-Kicks Macau
Macau casino companies lost billions of dollars in value last week, and the long-term value of their investments are questionable too. A Chinese government crackdown on gaming has Orwellian...
FANTINI’S FINANCE: Never Say Nevermore
There’s a reason they call it “fall.” Historically, stocks take a tumble in September and October. This year’s confluence of Covid, inflation, depressed consumer confidence and other factors could...
FANTINI’S FINANCE: Hammer Time in Macau
It’s not just Covid and the economic downturn that are hammering away at Macau gaming stocks. It’s the threat of a bigger hammer, wielded by the Chinese government.
FANTINI’S FINANCE: A Perfect Quandary: Who’s Right, the Bull or the Bear?
The Bull and the Bear rarely see eye-to-eye. But investors need both viewpoints to make informed decisions. Let’s get their takes on the current economy, future prospects and the...
FANTINI’S FINANCE: The Consolidation Waltz
Penn National has bought Score Media and Gaming. DraftKings has acquired Golden Nugget Online. It’s safe to say there will be further consolidation in the online realm. Who’s next,...
FANTINI’S FINANCE: Ready for a Dip?
Several U.S. gaming companies kicked off second-quarter reporting with sky-rocketing numbers. But several factors—like the end of federal stimulus money and of course, Covid—could bring things back to earth....
FANTINI’S FINANCE: Northern Exposure
The North Strip is suddenly the place to be with the opening of Resorts World Las Vegas. Now that the former Fontainebleau-Drew will open as a Marriot property, the...
FANTINI’S FINANCE: Sports Betting, iGaming On the Tilt-a-Whirl
It’s been a wild ride of stock values for U.S.-listed sports betting and iGaming operators, all duking it out to establish market share. At some point, and soon, investors...
FANTINI’S FINANCE: Scientific Games Catches the Next Wave
Scientific Games’ announcement that it will shed its lottery and sports betting businesses to focus on omnichannel entertainment is earning cheers from analysts. Everi’s also making all the right...
FANTINI’S FINANCE: Can DraftKings Survive Its Hindenburg?
DraftKings stock took a dive on the release of a report from Hindenburg Research alleging that a subsidiary, SBTech, dabbled in black markets with shady characters. What’s next for...
FANTINI’S FINANCE: Under Pressure
Why are casino companies not as highly valued as hotel companies, when casinos have a better revenue production? Maybe it’s the roller coaster ride that legislators and regulators enforce...
FANTINI’S FINANCE: Blue Skies Falling
Look out! Gaming stocks of all kinds—operators, pure plays, brick-and-mortar/digital hybrids, technology providers, affiliates—are taking a tumble in the current deflationary climate. What’s an investor to do?
FANTINI’S FINANCE: A Bull, A Bear & A Quandary: Part Deux
So they meet again. The bullish investor who sees opportunity all around. The bear who says duck and cover. And the referee, our old friend Quandary, who wants to...
FANTINI’S FINANCE: Despite Bullish Reports, Stocks Take a Dip
First-quarter earnings calls were stupendous, but stocks didn’t skyrocket, at least not immediately. In the race to recovery, it could be a brief pause before the next sprint.
FANTINI’S FINANCE: First Quarter Questions & Answers
As earnings reports roll out, the industry will look to its oracles—CEOs and CFOs—for wisdom on the full recovery. Meanwhile, the battle for the digital mountain continues, with some...
FANTINI’S FINANCE: A Whole New (Post-Covid) World
The real test of pent-up demand is right around the corner, as Nevada and other markets look to loosen Covid-19 restrictions. Meanwhile, what will cryptocurrency mean for the market...
FANTINI’S FINANCE: Reasons to Believe
It’s been a year since the market’s Pandemic Panic low, and it’s tempting to feel optimistic about the industry’s recovery. Of special interest are regional casinos, which have come...
FANTINI’S FINANCE: Trend-Watching at a Pivotal Moment
With fourth-quarter 2020 and first-quarter 2021 behind us (along with a full year of Covid-19 chaos and closures), it’s an opportune time to evaluate trends in the gaming industry.
Top Podcast box
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.
