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Green Dot Corporation (GDOT) (~$715MM market capitalization) is one of the original fintech firms targeting the underbanked population in the United States who primarily live paycheck-to-paycheck.  They provide accessible financial products like prepaid debit cards, secured credit cards, money processing services, tax refund processing services both under their own name ...


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Another ugly year for me, that's three of the last four.  My portfolio was down -5.93% on the year, compared to a positive +17.91% for the S&P 500.  My long term performance has shrunk to 18.49% annualized, below my long term target of 20.00%.  I've spent some time considering how much more effort I want to put into trying to outperform the marke...


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Golden Entertainment (GDEN) (~$780MM market cap) is a regional casino operator primarily focused on the drive-to regional market, their flagship asset is the STRAT Hotel (fka the Stratosphere) focused on value oriented customers that opened in 1979 on the very north end of the strip.  The rest of their assets cater to the locals markets in Las Vegas, Laughlin and Pahrump...


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Light & Wonder (LNW) ($6.5B market cap, $11.3B EV) is a Las Vegas based maker of video gaming terminals, shuffle machines, other table products, etc., plus they now own 100% of SciPlay (SCPL) after the 2023 buyout and have a gr...


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Sotherly Hotels (SOHO) (~$108MM fully converted market cap) is a lodging REIT with 10 hotel properties located primarily in the southeastern part of the United States.  The REIT is technically internally managed but each of the hotels is under a management agreement (remember, lodging REITs can't actually manage their hotels' operations) with a related party owned by...


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