FANTINI'S FINANCE
For many months, the gaming industry’s post-Covid growth has outpaced the uncertainty (and perhaps inevitability) of recession, but the latest round of data indicates that what was once a...
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: Shall We Brace for Impact?
By and large, the gaming industry has done a good job of surviving the economic pitfalls of Covid and just about everything else the last two-plus years have thrown...
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...
Texas House Committee Considers Poker Rooms Legislation
Currently 56 poker clubs operate in Texas without regulation. But a House committee is considering bills that would let local officials approve or ban the clubs, and change state...
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....
March Madness Set to be a Big Month for Sports Betting
The NCAA tournament is underway once again, and March Madness will be one of the biggest events for the sports betting industry during the year. Sixty-eight million Americans plan...
Gaming’s Problem with Gender Equality
Is it really a “man’s world?” When it comes to gaming and sports betting management that seems to be the common conception. It needs to be fixed as...
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...
Study Finds Sports Bettors Scaling Back In Late 2022
Almost half the U.S. bettors cut back on discretionary spending in the fourth quarter of 2022, according to a TransUnion Study. Millennials showed the largest decline but are also...
Rincon Band Makes History, Secedes from State Oversight
In California, tribal sovereignty is not to be taken lightly—just ask the leading U.S. online bookmakers. Now, the Rincon Band of Luiseño Indians and Chairman Bo Mazzetti (l.)...
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...
Is it ‘Be Kind To Vegas Week’ this February?
Forget Valentine’s Day! A week February is also known as “National Random Acts of Kindness Week” so let’s not forget Las Vegas!
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,...