FANTINI’S FINANCE: A Hard Rain’s A-Gonna Fall

A recent Wells Fargo research note has forced investors to ask some tough questions about the future growth prospects of land-based casinos in the U.S.

Published December 20, 2024

FANTINI’S FINANCE: Searching for Haystacks

Oftentimes, investing is a complicated, analytical process as investors search for the next “big thing.” But sometimes it’s worth pointing out that the best-performing and most well-established companies are...

Published December 13, 2024

FANTINI’S FINANCE: Reflecting and Projecting

As we approach the end of the year, the time has come to look back at notable developments from 2024 and project ahead to 2025.

Published November 22, 2024

FANTINI’S FINANCE: Different Strokes for Different Folks

As the U.S. online gaming industry continues to evolve, operators have adopted various business models to maximize their potential. The question for investors is, which model do you think...

Published November 1, 2024

FANTINI’S FINANCE

In gaming, operators often receive much of the attention and love from the financial press. But as it turns out, suppliers big and small offer some of the most...

Published October 25, 2024

FANTINI’S FINANCE: A Q3 Smorgasbord

As we await third-quarter earnings season, there are a number of stray thoughts and potential trends to ponder. Here are just a few.

Published September 27, 2024

FANTINI’S FINANCE: What Have You Done for Me Lately?

All of gaming’s biggest players have touted their plans to become the best and brightest. But how many actually point to real progress in the near future? As it...

Published September 20, 2024

FANTINI’S FINANCE: Making the Cut

Long-awaited interest rate cuts from the Fed may finally start to come to fruition here soon. That would have a big impact on everything from investment to debt restructuring,...

Published September 13, 2024

FANTINI’S FINANCE: Hurry Up and Wait

There are currently a number of factors at play that should, in theory, cause investors to be relatively cautious for a little while. These include historically poor performance for...

Published August 30, 2024

FANTINI’S FINANCE: Bull and Bear Debate H2 Outlooks

In this episode of Bull and Bear, the two foes go back-and-forth debating which faction is more likely to prevail for gaming’s second half of 2024. Who comes out...

Published August 23, 2024

FANTINI’S FINANCE: The Era of Rationality

The U.S. sports betting industry has long been bolstered by hype and projections, but we seem to finally be entering a period of stability, one with rational valuations and...

Published August 16, 2024

FANTINI’S FINANCE: Cooking with Gas

M&A activity is heating up, and deals are popping off left and right. If valuations continue to stay at low levels, more moves could be on the horizon.

Published August 2, 2024

FANTINI’S FINANCE: Regional Operators and Delaware Politics

Early on in this second-quarter earnings season, the stocks of both big and small regional operators have been perhaps the most notable. Some, like Monarch Casino, were predictable—others, like...

Published July 27, 2024

FANTINI’S FINANCE: Outside Looking In

Lately, it seems that regardless of overall market trends, gaming stocks have continued to underperform. There have been some exceptions, but generally speaking, second-quarter earnings should shed more light...

Published July 20, 2024

FANTINI’S FINANCE: Everywhere You Look 

Full House Resorts has a path for growth with two properties yet to fully hit their stride. While its share price has hovered around $5 for several months, its...

Published July 13, 2024

FANTINI’S FINANCE: PENN-ything is Possible?

It’s been an interesting few weeks for PENN Entertainment, so much so that investors are laying out several different possibilities of what the future may hold for the regional...

Published June 24, 2024

FANTINI’S FINANCE: Easy as 1-2-3

The dog days of summer are nearly upon us, and this sluggish economic environment highlights three important themes: creative growth plans, an emphasis on customer experience and a propensity...

Published June 17, 2024

FANTINI’S FINANCE: Long Arm of the Legislature

Every profession has its hazards—for gaming, one of the biggest is legislative risk. The online sports betting industry got a full taste of that reality as investors sold off...

Published June 3, 2024

FANTINI’S FINANCE: Time for Regional Rumination

The regional brick-and-mortar casino industry is entering an interesting era, one marked by stiff competition from their big-market counterparts as well as online gaming and increasingly, skill games. Investors...

Published May 27, 2024

FANTINI’S FINANCE: Observing the Landscape

First-quarter earnings have, as always, given investors an insight into the current gaming landscape—some have backs against the wall, whereas others are hitting their stride. And then there’s the...

Published May 6, 2024