The casino industry will soon enter a period of consolidation from which 2-4 players will emerge, creating a pseudo-oligopoly that will allow the winners to absorb all of the profits in the space. Caesars Entertainment ($CZR) and MGM Resorts ($MGM) are the most likely winners. Their high market shares in both digital and physical gambling provide unit economic advantages that digital-only players can’t match. What does that mean for DraftKings ($DKNG) and Fanduel’s prospects for an IPO?
Watch our webinar to find out. Hosted by Bill Brewster of The Business Brew and moderated by Jamie Catherwood of Investor Amnesia, Betting on The House features Dan McMurtrie, Portfolio Manager and Co-Founder of Tyro Partners. The discussion covers every topic relevant to Dan’s thesis, some examples of which include:
There is an audience Q&A at the end, which will put you well on your way to an informed investment decision in the casino space.
Please note: For this series, we are unable to accept registration from employees of financial services and consulting firms. Regretfully, we must cancel registrations from these entities.
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Dan McMurtrie
Portfolio manager and co-founder of Tyro Partners, a long-short equity hedge fund based out of New York City. Dan and his research have been featured in the Financial Times, Bloomberg, Business Insider and more.
Bill Brewster
Full time private investor under Sullimar Capital, and host of popular investing podcast The Business Brew. In addition, Bill co-hosts the successful "Value After Hours" podcast.
Jamie Catherwood
Founder of Investor Amnesia and an Associate at O'Shaughnessy Asset Management. He publishes a weekly financial history newsletter to 14,000 subscribers. His work has been featured in the Wall Street Journal, Financial Times, Bloomberg and more.
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