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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Last Week In Event SPACE: ESR/Sabana REITs, Vedanta, Leyou, Alpha, Metlifecare, Melco, Neles
Last Week in Event SPACE ... The parade of S-REIT mergers continues with ESR-REIT (EREIT SP)finally taking Sabana Shari’ah Compliant REIT...
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StubWorld: Macau Gaming Plays Gain As Guangdong Eases Quarantine Policy
This week in StubWorld ... Guangdong province will lift its quarantine policy with Macau starting tomorrow morning. Macau gaming plays spiked,...
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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...
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Bankroll Bulge Among VIP Gamblers Could Spur Post-Virus Uptick in GGR
Virus duration is still unknown, but gaming budgets among premium and VIP Macau gamblers remain unspent with no options available elsewhere. Our...
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