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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...
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...
Quick update, I've been quiet for a bit, maybe due to some writer's block, maybe because I continue to underperform the market by an embarrassing amount. Clearly, I've missed the recent big market trends, but even in my niche I've underperformed, just feels like playing a game of Battleship where you're just missing the targets. Anyway, here are a few new tracker ...
It's probably a sign of the times, have to dip in quality to find some ideas and this pitch makes me throw up a little in my mouth.
Braemar Hotels & Resorts (BHR) (~$200MM market cap, ~$2.1B enterprise value) is a luxury hotel REIT that was formerly known as Ashford Prime, a spin of Ashford Hospitality Trust (AHT) in 2013. BHR is externally managed by As...
