Really enjoying the new Earnings Extra newsletter from Earnings & More. I know it’s a bit old hat to point out the stark difference in economics between online casino and OSB for the smaller books, but man are these numbers eye-watering. $MGM $ENT

@jfitzgerald25 Feels like a speed bump not a stop light, but we shall see …

@kendallbaker @WorldWideWob I don’t quite follow this. Dallas casino for LVS is minimum - minimum - six years out from opening. And the opportunity has very little to do with the Mavs long-run; the Mavs are more of an enabling element. What am I missing?

RT @SteveRuddock: The Straight to the Point substack newsletter will be 1.5 years old next week, and the support I've received has been ove…

@ZENofLEN Len AshTees (you’re welcome)

RT @HowieLongShort: recently launched a sports event trading market. Users can now purchase contracts for specific…

@nigeleccles From parlay to parpay

RT @RLinnehanSR: DraftKings has launched an exclusive sports betting subscription service for select New York customers. The service may…

@JKudon I think they all see a gold rush and they will start grabbing whatever they can, and the longer no one stops them, the more they will grab. Enjoy!

@JKudon I was referring to the presidential election.

@hellahungry78 @FanDuel @JasonDRobins The success of DK and FD speaks for itself. This just broadens the competitive surface area.

@WVUFLU I'm always happy to go to NCLGS. No one ever asks me :)

12/ But here's the bottom line: CFTC-enabled sportsbooks will keep trying to find ways to compete in the U.S. market. And I believe CFTC-enabled sportsbooks are likely to surmount the immediate hurdles to getting a foothold in the market. The competitive threat is real. Never a dull moment!

@WVUFLU We agree to disagree here. But if you want to float a bill creating a regulatory structure for either, I'm sure you'd get takers.

@WVUFLU I can see why people would make that comparison: Both have a legal basis that is asymmetrical to regulated gambling.