Posts on CZR

Latest ideas and analyses related to Caesars Entertainment Inc. Common Stock

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CZR , PENN , BYD , H , RCL , VAC , HGV , LVS , MTN

+37 pts



Deep dive on US Gaming, Lodging & Leisure

By mooreideas on June 29, 2022, 9:01 a.m.
Tagged topics: deep dive

Views: 19, Votes: 5, Responses: 0, Attachments: 1
VICI , MGM , DKNG , GNOG , PENN , CZR , RRR , WYNN , LVS , RSI , ACEL , GENI

+38 pts



Americas Gaming 1Q22 recap: Further de-risking of estimates, reassess peak-to-trough amidst recession fears

By ethonomics on May 19, 2022, 5:35 p.m.
Tagged topics: sports betting , online gambling

Views: 31, Votes: 4, Responses: 0, Attachments: 1
FLTR , CZR , MGM , ENT , RSI

+36 pts



The Digital Betting Matrix

By junkfoodlover on May 12, 2022, 11:16 a.m.
Tagged topics: iGaming

Views: 21, Votes: 3, Responses: 0, Attachments: 1
BYD , CZR , LVS , MGM , PENN , WYNN , GLPI , VICI

+37 pts



1Q Okay but Lower 2H/'23 on Weaker Macro; PENN to OW, BYD to EW on Relative Upside

By realjoe on April 25, 2022, 11:32 a.m.
Tagged topics: deep dive , casinos , gambling

Views: 34, Votes: 4, Responses: 1, Attachments: 1
PENN , DKNG , GENI , CZR , RSI , MGM

+44 pts



Sell off in the gaming sector appears overdone

By ethonomics on Nov. 25, 2021, 11:28 a.m.
Tagged topics: sports betting , selling overdone

Views: 100, Votes: 6, Responses: 1, Attachments: 1
MSFT , FB , AMZN , GOOGL , CRM , APO , ATH , BKNG , CZR , DELL , ESTC , FIVN , KKR , NFLX , NOW , TDG , UNH , WDAY , WSC

+61 pts



Hedge funds reshuffle their positions after record stretch of underperformance, $MSFT now the most popular long

By ethonomics on Nov. 22, 2021, 11:37 a.m.
Tagged topics: hedge funds

Views: 323, Votes: 15, Responses: 1, Attachments: 1
GENI , DKNG , CZR

+31 pts



$GENI - Oppenheimer believes raised guidance still conservative given recent contract wins and #NFLseason

By phenphen on Sept. 9, 2021, 11:22 a.m.
Tagged topics: conservative guidance , sports betting , Oppenheimer , upside to estimates , NFL partnership

Views: 126, Votes: 1, Responses: 0, Attachments: 2
CZR , MGM , BYD , WYNN

+31 pts



$CZR, $MGM - Morgan Stanley says Vegas is 'in the midst of a fast and strong recovery', upgrades CZR and MGM to Overweight

By mooreideas on April 5, 2021, 2:14 p.m.
Tagged topics: analyst checks , gaming , post-COVID , travel recovery , casinos , Morgan Stanley , strong demand

Views: 215, Votes: 1, Responses: 0, Attachments: 31
DKNG , CZR , PENN

+35 pts



$DKNG - analysts believe the acquisition of VSiN will broaden DKNG's reach and brand, and support customer acquisitions

By mooreideas on March 30, 2021, 11:36 a.m.
Tagged topics: customer acquisition cost , sports betting , mergers and acquisitions , internet gambling , Vegas Sports Information Network , VSiN

Views: 190, Votes: 1, Responses: 1, Attachments: 2
DKNG , RSI , PENN , CZR

+36 pts



$DKNG, $RSI, $PENN, $CZR - Goldman expects favorable legislation and consumer adoption to drive sports betting and internet gambling CAGRs of 40% and 27% over next decade

By mooreideas on March 22, 2021, 10:44 a.m.
Tagged topics: regulatory environment , TAM , growth stock , secular growth , sports betting , online gambling , analyst raises target , Goldman Sachs , iGaming , internet gambling

Views: 253, Votes: 2, Responses: 0, Attachments: 14
DKNG , RSI , FLTR , PENN , MGM , CZR

+9 pts



$DKNG - Oppenheimer estimates Draftkings Q1 revenue now trending ~30% above street expectations

By phenphen on March 17, 2021, 12:32 p.m.
Tagged topics: street expectations , analyst checks , sports betting , online gambling , Oppenheimer

Views: 190, Votes: 3, Responses: 1, Attachments: 11
DKNG , PENN , RSI , MGM , WYNN , CZR

+1 pts



$DKNG - Goldman says inclusion of sports betting in NY proposed budget is 'a strategic positive' for sports betting stocks

By phenphen on March 16, 2021, 2:32 p.m.
Tagged topics: regulatory environment , gaming , sports betting , online gambling , Goldman Sachs , tax rate , NY proposed budget

Views: 403, Votes: 1, Responses: 0, Attachments: 2
DKNG , PENN , RRR , VICI , MGM , WYNN , CZR

+86 pts



Goldman expects 'muted' Q4 gaming results due to restrictions, but see 'rapid recovery' in regional markets outside Vegas; recommends $DKNG, $PENN, $RRR, $VICI

By phenphen on Feb. 4, 2021, 2:12 p.m.
Tagged topics: casinos , sports betting , online gambling , covid restrictions , Goldman Sachs , Vegas

Views: 214, Votes: 3, Responses: 3, Attachments: 10
DKNG , PENN , CZR , MGM

+47 pts



$DKNG - Goldman says gaming's digital renaissance still in nascent stage and see significant potential to re-rate, upgrades $DKNG to Buy

By phenphen on Jan. 26, 2021, 4 p.m.
Tagged topics: valuations , network effect , sports betting , Goldman Sachs

Views: 218, Votes: 5, Responses: 1, Attachments: 12
CZR

+35 pts



$CZR - Morgan Stanley downgrades Caesars rating to Hold on near-term earnings risk and recent stock run up

By cassie on Nov. 27, 2020, 1:57 a.m.
Tagged topics: COVID-19 , casinos , sports betting , online gambling , earnings risk

Views: 123, Votes: 1, Responses: 0, Attachments: 11