Churchill Downs analyst initiation
My Old Kentucky Home: Macquarie have initiated coverage of Churchill Downs with an outperform rating, citing the iconic status of the Kentucky Derby (c25% of company EBITDA generated in a…
DraftKings analysts mount Hindenburg defense
DraftKings analyst reaction Come at the King: No one involved in the sector would have been surprised by much that was in the Hindenburg short-selling attack yesterday on DraftKings. Allegations…
OSB and iCasino combo ‘packs powerful punch’ say Macquarie
Macquarie online gaming analysis Happy birthday to you: On the third anniversary of the fall of PASPA, the gaming team at Macquarie have issued new analysis which puts forward a…
Conference touches on SPAC slowdown fears
iGaming Next Day 1 conference notes White heat: On a panel dedicated to discussing trends in M&A, Mohit Kansal, partner at Clairvest, made the obvious point about the “euphoric” M&A…
LVS on a build back better tip
Maybe it’s because I’m a Londoner: Speaking with Bernstein’s Vitaly Umanski as part of the bank’s Strategic Decisions conference, LVS CEO Robert Goldsten and president Patrick Dumont expressed disappointment at…