Rafi Farber
CalvinAyre.com
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Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
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Past articles by Rafi:
A Golden Nugget IPO makes sense, for Tilman Fertitta at least
Rumors are swirling since last week from Bloomberg that Fertitta may soon bring his Golden Nugget casino and restaurant empire public for a valuation of “several billion dollars” as quoted from “one of the people”. → Read More
Gaming market review May 8
Las Vegas prepares to reopen, but to what crowds? Hong Kong and Macau discuss a travel bubble that would make quarantines unnecessary. → Read More
The US and China Are at a Crossroads With Macau In the Middle
Given everything that’s going on in the world, it’s hard not to talk about historical turning points. Only time will clarify this for historians, but it does look like the world is at a significant turning point right now. If there are such things as physical manifestations of historical crossroads, then one of them is in Macau. → Read More
Sell Nagacorp now
Nagacorp right now is one of the more dangerous casino stocks in the world to invest in. → Read More
Gambling Market Review April 10, 2020
This week, the United Kingdom, Macau, the United States, and Australia. The only safe place among these for anything other than short term trading is Australia. → Read More
Momentum Gaming stocks lead the bounce, but this cat is dead
Since the S&P 500 topped in February, $920 billion have been added to the U.S. money supply, and that number will keep rising faster and faster and faster as the Federal Reserve keeps buying and buying and buying bad debt. → Read More
What happens next
Feeling queasy? Goosebumps? Not sure where the world is heading? At least you’re still alive. That’s a good thing. → Read More
On VIP programs and problem gambling
Rafi Farber breaks down how The Guardian has twisted studies in the past and once again can't be trusted in its analysis of UK VIP betting data. → Read More
Take a deep breath for the new decade
As the world seemingly spirals into madness, Rafi Farber takes a look at the most sensible decisions you can take as we finish off the decade. → Read More
Careful Macau, Chinese finger fighting worsens
Understanding why China makes the decisions it does requires some thoughtful analysis of philosophy and the levers Chinese leaders will pull for leverage. → Read More
Macau appears caught between Hong Kong, Xi, and Trump
There’s no telling what exactly has hurt Macau this year or how much, or when matters will improve, but some positive signs might be coming soon. → Read More
The simplicity of long term investing, case in point LVS
While investing can be a gamble, for those with the confidence necessary for their decisions, long term bets can pay handsomely. → Read More
As the global economy sputters, 888 still looks strong
Despite all of the fear and dark feeling in the pit of so many investors’ stomachs, there are good reasons for long term optimism, especially in the U.K. → Read More
Thank you Sheldon Adelson for disciplining Trump
Did Sheldon Adelson just put a de facto end to the trade war? It could very well be. → Read More
Vive la Primorye with Summit Ascent
If we look around the world at the state of regional gaming industries, there are almost no true “investments” anymore. Except maybe for one region. → Read More
Short term trade developing in IGT, Penn
IGT remains a fundamentally weak company with high leverage and mediocre growth prospects, but it is trading around strong support and pays a nice dividend that looks stable in the medium term. → Read More
Eldorado seals a risky Caesars deal with echoes of Apollo
Carl Icahn got his way again, and Caesars is merging with Eldorado Resorts to create the largest casino firm in the United States. → Read More
Are we at bear market bottom in 888?
If we want to go really back in time, 888 now is at the same levels it was during the 2008 financial crisis. → Read More
Investing in The Stars Group is like playing poker
If you invest like a poker player, The Stars Group is the perfect stock for you. → Read More
Churchill Downs and the wonders of easy money
Ravorable business conditions have helped Churchill Downs beef up its numbers and break its own records. But, the picture is getting a bit more wobbly. → Read More