Posted on 3/16/21
Gannett: Vision On Sports Betting May Be Through Rose-Colored Glasses
Summary The venerable USA Today print franchise likely to join the Jurassic Park of irrelevant print media properties. Gannett's local papers as well face the same . . .
Posted on 10/24/20
Penn National Gaming: A Solid Casino Company, But A Sports Betting Also-Ran (Maybe)
Anyone who thinks the recent run up of the shares of Penn National Gaming (PENN) is attributable to anything but the overheated sports betting gold rush . . .
Posted on 8/25/20
Penn National Gaming: Great Scale But Not As Good A Bull Case As Some Regional Peers
SummaryPenn is a solid performer in the regional space but fully valued in our view because some of its peers have a better forward upside.Barstool brings . . .
Posted on 6/26/19
Caesars Eldorado Deal Is Done. What's Next, And Will Icahn Exit?
SummaryBeyond the happy talk of the handshakes and press releases, what's the emergent giant's biggest challenge?Jobs one and two for Tom Reeg and company will be . . .
