DraftKings: First Round Pick
Our investment philosophy attracts us to investing behind THE major secular trend in the world today…offline to online transition of massive TAMs....
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IAC / ANGI 2Q20: Doubling Down
We have always enjoyed following IAC because we share a worldview with management about investing behind THE major secular trend in the world...
464 Views
Crown: Blackstone's Passive Bet, For Now
On the 29 April, Melco International Development (200 HK) announced Melco Resorts & Entertainment (MLCO US) had sold its 9.99% stake in Crown...
533 Views
Japan Casinos: Muddled, Murky Government Trying the Patience of Would-Be Bidders
Would be operators growing restless with uncertainties about regulations and policies to come and public opposition. Pachinko culture driving...
348 Views
Japan Casinos: Moment of Truth Nears, Time to Bet on These Two Osaka Favorites
By wide agreement among our Japan colleagues, one of these two contenders is the likeliest winner of the Osaka IR license. Galaxy brings financial...
437 Views