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: Cash Rules Everything Around Me

Of course, it’s always good for companies to have cash on hand. But is too much of anything a bad thing? Probably not in this case, but just what...

Published October 23, 2023

FANTINI’S FINANCE: Looking Back at G2E

Just like that, another G2E has come and gone, and as always, there were a multitude of takeaways and observations to be gleaned from one of the industry’s most...

Published October 16, 2023

FANTINI’S FINANCE: Watch What Happens Next

The third quarter of 2023 is complete, but it seems that much of the dialogue from the first half of the year will be repeated again here soon. As...

Published October 2, 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

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: The Tortoise Approaches the Hare

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...

Published June 5, 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