Nice earnings beat and guidance raise from $PENN Beat EBITDA consensus by 3%. I think regional gaming is faring better than expected based on $MCRI $CHDN and now $PENN earnings. I'm liking to focus on iCasino too - if margins on that start to match peers then you can see things really turn plus the ramp from their developments
$PENN I think investors will pay close attention this quarter's release on 23rd as the cash burn inflicts and the print starts to reflect the changes management mentioned https://t.co/4YzU5wWbEC
I used to work at MGM's REIT. Haven't looked at the parent company in a few years. Pulled apart every piece — nine Strip resorts, 37,000 rooms, 40% of Strip inventory, a BetMGM business that just swung $464M in one year, MGM China at record market share, Japan on the horizon, and hidden assets nobody marks. Here's the full breakdown of $MGM ⬇️:
Mary from LA @MaryInLA , standing in the History Museum of Armenia in Yerevan, framed perfectly beneath the museum’s wall-sized display of the entire Armenian alphabet (Հայոց գրեր), the 38 letters designed by Mesrop Mashtots in 405 AD.
Mary from LA @MaryInLA , standing in the History Museum of Armenia in Yerevan, framed perfectly beneath the museum’s wall-sized display of the entire Armenian alphabet (Հայոց գրեր), the 38 letters designed by Mesrop Mashtots in 405 AD.