For in-depth and deep dive research on the casino and gaming sector, subscribe to The House Edge . New: Free excerpts from our book in progress "The Smartest Ever Guide to Gaming Stocks" - free to existing members and new subscribers.On July 21, we reported our outlook on Vail Resorts, Inc. (NYSE: MTN ) was looking bearish due to widespread labor shortages in lift crews and other key jobs in itsHoward Jay Klein has 30 years of experience as an executive and consultant in major casino operations. His backgro ...

While major indexes are taking a breather today, there are some notable moves from individual equities that have caught options traders' eyes.Wheeling and Dealing CoreWeave Strikes AgainCoreWeave Inc (NASDAQ:CRWV) 12.3% higher to trade at $137.57, after the AI cloud computing company inked a $14 billion infrastructure deal with Meta Platforms (META). Just last week, CoreWeave secured a similar contract with OpenAI for $6.5 billion. CRWV is heading for its highest close since Aug. 12, and is 243% above its M ...

DeMar DeRozan #10 of the Sacramento Kings is defended by Jose Alvarado #15 of the New Orleans Pelicans during the second half of a game at the Smoothie King Center on February 12, 2025 in New Orleans, Louisiana.Basketball fans watching on Prime Video this season will be able to track their wagers through an expanded partnership between Amazon and Flutter-owned FanDuel, the exclusive odds provider of the NBA and WNBA on Prime.Bettors will be able to link their FanDuel accounts to their Prime Video profiles a ...

For in-depth and deep dive research on the casino and gmaing sector, subscribe to The House Edge . New: Free excerpts from our book in progress "The Smartest ever Guide to Gaming Stocks" - free to existing members and new subscribers.Howard Jay Klein has 30 years of experience as an executive and consultant in major casino operations. His background includes: Ballys, Trump Taj Mahal, Mohegan Sun, and Caesars Palace in Las Vegas. He is a value investor first, using management quality to inform his investment ...

PointsBet Holdings Limited (OTCQX:PBTHF) Q4 FY2024 Business Update Conference July 30, 2024 8:30 PM ET Company Participants Sam Swanell - Group CEO Alister Lui - Group CFO Conference Call Participants Rohan Sundram - MST Financial Henry Copley - Jefferies Sam Swanell Good morning and thank you for joining the PointsBet Holdings Limited Q4 FY2024 Business Update. I am Sam Swanell, and joining me on the call today is our Group CFO, Alister Lui. Please note the Safe Harbor statement. All the numbers referred t ...

公司估值与融资 - Polymarket正考虑以90亿美元估值进行交易 较三个月前10亿美元估值大幅增长[1] - 竞争对手Kalshi估值从20亿美元升至50亿美元 显示投资者看好预测市场主流化前景[4] - 公司获得1789 Capital数千万美元投资 特朗普长子加入担任顾问[5] 监管环境变化 - 商品期货交易委员会2021年禁止公司在美国提供预测合约 今年初重新批准国内运营资格[2] - 监管限制放宽为行业增长打开新空间[2] 业务规模与市场地位 - 平台允许用户对政治选举 法院裁决和地缘政治事件进行投注[3] - 仅上次美国选举周期就处理超过80亿美元投注金额[3] - 在线流量已超越体育博彩巨头FanDuel DraftKings和Betfair[3] 行业争议与特性 - 预测市场在华盛顿仍存在争议 批评者认为可能助长错误信息[5] - 支持者认为其提供对政治和全球事件的公众预期透明衡量标准[5]

公司分析 - 一家在线博彩公司于2020年以每股9美元的价格上市 此后股价出现显著上涨 [1] - 该公司股票动量超越同业 且11名分析师中的12名给予积极价格目标 [1] 行业研究 - 行业覆盖范围包括赌场、在线博彩及娱乐产业 提供可操作的投资研究 [1] - 行业情报网络遍及美国博彩与娱乐领域 涵盖从基层员工到高管及董事会的多层次信息 [1] 分析师背景 - 分析师拥有30年赌场运营高管及顾问经验 曾服务于Ballys、特朗普泰姬陵、Mohegan Sun及凯撒皇宫等知名企业 [1] - 采用以管理质量为核心的价值投资策略 通过投资研究小组The House Edge分享行业洞察 [1]

行业研究服务 - 提供赌场和游戏行业的深度研究报告订阅服务 订阅者可免费获取新书《游戏股票最聪明指南》的节选内容 [1] - 行业研究服务由拥有30年赌场运营经验的专家领导 其背景涵盖Ballys Trump Taj Mahal Mohegan Sun和拉斯维加斯凯撒宫等知名赌场 [1] - 研究团队采用价值投资方法 重点关注管理层质量 并在赌场 在线博彩和娱乐行业提供可操作的投资建议 [1] 目标公司分析 - 目标公司(NYSE: TGT)尽管第二季度财报表现不佳 但仍存在基本看涨情景 被比喻为赔率6比4的博彩交易 [1]

文章核心观点 - 提供关于赌场和游戏行业的深度研究报告订阅服务 新订阅者和现有会员可免费获取书籍摘录[1] - 作者拥有30年赌场运营高管和顾问经验 曾在多家知名赌场担任要职 包括Ballys Trump Taj Mahal Mohegan Sun和拉斯维加斯凯撒宫[2] - 采用以管理质量为核心的价值投资策略 通过广泛行业人脉网络获取情报 覆盖从一线员工到高管层的全产业链信息[2] 作者专业背景 - 拥有30年赌场运营管理经验 曾任职于Ballys Trump Taj Mahal Mohegan Sun和拉斯维加斯凯撒宫等知名机构[2] - 投资方法论侧重价值投资 特别关注企业管理质量对投资决策的影响[2] - 在美国赌博和娱乐行业建立广泛情报网络 信息源涵盖客户服务人员 中层管理者和C级高管及董事会成员[2] 内容服务特色 - 提供赌场 在线博彩和娱乐行业的可操作投资研究[2] - 推出正在撰写书籍《游戏股投资最聪明指南》的免费摘录 面向新老订阅会员开放[1] - 研究覆盖范围包括赌场运营 在线投注和娱乐产业等多个细分领域[2]

行业研究服务 - 提供赌场和游戏行业的深度研究报告 订阅服务The House Edge可获取相关内容 [1] - 新订阅者和现有会员可免费获取书籍《The Smartest ever Guide to Gaming Stocks》的节选章节 [1] 分析师背景 - Howard Jay Klein拥有30年赌场运营高管及顾问经验 曾任职于Ballys Trump Taj Mahal Mohegan Sun和拉斯维加斯凯撒宫等机构 [2] - 采用价值投资策略 以管理层质量作为投资决策的核心依据 [2] - 领导投资研究小组The House Edge 提供赌场 在线博彩及娱乐产业的可操作投资研究 [2] - 在美国赌博和娱乐行业建立广泛情报网络 覆盖从一线员工到中高层管理及董事会成员 [2]