Howard Jay Klein
DraftKings: Imminent Earnings Release Will Be A Stalking Horse For The Sector, But Beware
Boyd Gaming: Fully Valued Now But Poised For A Surge Post Second Quarter
PointsBet: A Sleeper In The Sports Betting Space That Can't Be Ignored
Penn National: Giddy Investors Keep Eyes On The Wrong Ball; Casinos, Not Barstool Is The Real Value Here
Beware: Sports Betting Stocks Could Be Vulnerable To GameStop Madness
Caesars: SuperDraft Deal Completes Single Wallet Strategy
Gaming & Hospitality SPAC On Affinity Gaming: The Jury Is Out
Las Vegas Sands: After Adelson The Company Will Pivot To A Strong Growth Curve With New Initiatives
MGM: The Move On Its Entain Sports Betting Partner Signals A New Paradigm Forming For The Entire Big Gaming Sector
Full House Resorts: A Casino Sector Play For Retail Investors With A Risk Reward Price That Works
PlayAGS: A Challenged Gaming Equipment Maker Presenting A Classic Dice Roll For Savvy Speculators
Monarch Casino & Resort: A Lock Demographic Play For Any Gaming Portfolio Now
Churchill Downs: Punches Above Its Weight But Remains Overvalued At A Pricey $198 A Share
Flutter: Now Owning 95% Of Fan Duel Speeds Prospects Of U.S. Spin-Off And Market Leadership
Bally's Corporation: A Casino Portfolio Of Cast-Offs That Could Perform Well As A Low Cost Leader
Wynn: Sports Betting App Late To The Party, But Company Still Has The Best Brick-And-Mortar Casino Mousetrap
Flutter: First Billion-Dollar U.S. Sports Betting - iGaming Operator Is The Winning Bet
Full House Resorts: A Cheap Entry Into The Recovering U.S. Regional Gaming Market
MGM: Big, Liquid, Gaining Ground In Sports Betting, Real Value Hiding In Plain Sight
Penn National Gaming: A Solid Casino Company, But A Sports Betting Also-Ran (Maybe)
DraftKings: Time To Assess Valuation As Sports Schedules Play Out To Year's End
Caesars Sports Betting Bid On William Hill Could Lead To Market Share Dominance
Red Rock Resorts: A Good Value Bet On The Vegas Locals Market With A Tribal Kicker
Skillz: A Coming SPAC IPO That Could Disrupt The Gatekeepers Of The Video Game eSports Sector
Boyd Gaming: Undervalued As Peers Inflated By Sports Betting Frenzy Don't See Fundamentals
DraftKings, Penn National: Echoes Of The 2000 Dotcom Bubble Getting Louder By The Day
Penn National Gaming: Great Scale But Not As Good A Bull Case As Some Regional Peers
The New Caesars: Exclusive Q&A With CEO Tom Reeg Reinforces Our Bull Case
Wynn: We Keep Dead Aim On $100 As Macau Reopenings Lend Positive Outlook To Q4 Expectations
DraftKings: Don't Buy The Hype Yet, But Keep An Eye Peeled On Post-Virus Momentum
Monarch Casino & Resort Bucks Glum Sector Headlines, Validates Our Long-Term Guidance
William Hill: Assessing The Race For Sports Betting Market Share Leadership