FANTINI’S FINANCE: Inspired by the Possibilities
It’s clear by now that the IGT-Everi deal has not been well received by investors, and that in turn could be seen as an opportunity in and of itself....
FANTINI'S FINANCE
FANTINI’S FINANCE: Checking the Temperature
The incoming wave of first-quarter earnings reports may very well give investors some insight into the rest of the year, amid softening revenues and sticky inflation.
FANTINI’S FINANCE: Show ‘Em What You Got
Unfortunately, not much of the success from other sectors of the overall market has managed to spill over into the gaming side. The industry seems to have exhausted much...
FANTINI’S FINANCE: Big Apple of My Eye
The race for New York City casino licenses is an intriguing one, and deeply political. The proposals are numerous, expansive and expensive, but no matter who the winners are,...
FANTINI’S FINANCE: Get in Where You Fit in
The IGT-Everi megadeal has not exactly sent the tickers spinning as of yet, and although long-term prospects still look promising, it represents a stark reminder that more deals, more...
FANTINI’S FINANCE: Back to the Future
One of legendary investor Peter Lynch’s most-quoted aphorisms is that of “deworseification,” meaning that diversification is not always sensible. IGT has spun off its lottery business and returned to...
FANTINI’S FINANCE: Mother Was A Mudder
The ho-hum fourth-quarter results for U.S. operators have been, well, a little boring. What is exciting, however, is the solid performance and future growth prospects of racers-turned-HHR-extraordinaires Churchill Downs....
FANTINI’S FINANCE: The Year of the Lion?
In an economic landscape that appears to be growing cloudier the further we delve into 2024, a number of gamers stand out from the uncertain crowd as having solid...
FANTINI’S FINANCE: Best in Class
For investors with a buy-and-hold strategy, solid companies like Wynn Resorts and Red Rock have reaffirmed their staying power. Nearer term, Flutter, now on the NYSE, could offer investors...
FANTINI’S FINANCE: Be Still My Flutter-ing Heart
Flutter Entertainment’s recent listing on the New York Stock Exchange has U.S. investors grinning with glee over the possibility of continued market share growth coupled with pared down promotional...
FANTINI’S FINANCE: A Tale of Two Gambles
As we begin fourth-quarter earnings season, Las Vegas Sands and Inspired Entertainment represent two interesting examples of growth potential. While they couldn’t be more different in terms of size...
FANTINI’S FINANCE: Not This Time, Brutus
Caesars recently pre-announced that its fourth-quarter results would not match forecasts. However, instead of a death knell, the news actually caused the company’s stock to jump—funny how things work...
FANTINI’S FINANCE: Fourth-Quarter Temperature Checks
The next round of earnings reports will soon be trickling in, which will likely give a little more clarity on where we could be headed. In the meantime, let’s...
FANTINI’S FINANCE: Tis the Season for Optimism
Everyone knows that there’s no telling how the future will pan out, but why be a Grinch or Scrooge during this jolly time? Let’s start the new year brimming...
FANTINI’S FINANCE: Put ‘Er There
Moving into 2024, the overall temperature of the economy is mixed yet mostly optimistic. In the meantime, some companies would appear to be trading at somewhat bargain prices, and...
FANTINI’S FINANCE: Post-Turkey Potpourri
The death of investing giant Charlie Munger is cause for reflection and appreciation for some of the companies that demonstrate the beauty of buying good fundamentals at fair prices....
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...
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...
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...
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...
Top Podcast box
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.
March 11-13: World Game Protection Conference, Rio Hotel & Casino, Las Vegas. Discuss topics on current threats, risk, and best practices. For more information visit www.worldgameprotection.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.
March 11-13: World Game Protection Conference, Rio Hotel & Casino, Las Vegas. Discuss topics on current threats, risk, and best practices. For more information visit www.worldgameprotection.com/
