House “Calls”

Stepping off the plane at LAS, your senses are immediately electrified with the promise of untapped opportunity. The swift and exhilarating Uber ride from the airport thrusts you into a whirlwind of sensory experiences as you roll your luggage into the lobby. A kaleidoscope of colors bombards your vision, saturating your retinas with every hue discernible to the human eye. The air carries the lingering scent of quarter-century-old cigarette smoke, all-you-can-eat buffet delights, and an abundance of booze, creating a potent olfactory symphony.

Amidst the jarring of ring, ting, ding, bing sounds enveloping your ears, you navigate towards the concierge desk, feeling an inexplicable itch in your right palm. As you roll your luggage, a taste, initially elusive, floods your mouth as you savor the first sip of 'complimentary' champagne from the valet. This taste, my esteemed reader, is unlike any other—an unfamiliar yet invigorating flavor that embodies the essence of OPPORTUNITY. Dopamine surges through your system, mirroring the relentless flow of water at Niagara Falls. In this vibrant and dynamic city, every sense is a portal to a world of possibilities awaiting exploration.

Whether you are a seasoned traveler or a first-time visitor, the compelling opportunity and immersive experience I invite you to undertake will assuredly kindle a desire for repeated exploration. This longing will be imprinted on your consciousness with the seamless satisfaction akin to a laser engraver delicately etching the word "WINNER" onto a pliable sheet of metal.

In accordance with recent insights brought to our attention by Evan (@StockMKTNewz on “X”), we anticipate that the Nevada Gaming Commission will imminently release its November 'gaming win report.' This report is a pivotal source of information, unveiling prevalent gambling trends and revenue figures within the state. Noteworthy for investors involved in Gaming/Casino ventures in Las Vegas, particularly entities such as MGM Resorts International ($MGM), Caesars Palace ($CZR), WYNN Resorts ($WYNN), Las Vegas Sands Corp ($LVS), Bally's Corporation ($BALY), and others.

Investor sentiment is currently imbued with optimism, spurred by recent events in Las Vegas, notably Caesars Palace's hosting of the first Formula One Grand Prix in over four decades. Sara Eisen, Co-Anchor of CNBC’s “Squawk on the Street,” delved deeply into the world of Formula 1 with her comprehensive report titled "Inside Track: The Business of Formula 1.” Correspondingly, CNBC's Contessa Brewer provided on-the-ground coverage leading up to the race. Both journalists shared insightful perspectives and positive CEO commentary emanating from the event. The projected revenue for the three-day extravaganza is estimated to fall within the range of $1.3 billion to $1.4 billion.

Approximately six years ago, Liberty Media successfully acquired Formula 1, implementing strategic initiatives that have significantly broadened the sport's global footprint. While I lack personal insight into the specific negotiations, one of Liberty Media's most consequential decisions was granting Netflix ($NFLX) the opportunity to launch their exclusive series, "Drive to Survive." This move, albeit beyond my direct knowledge, has transformed Formula 1 from a sport predominantly followed and appreciated overseas into a compelling global phenomenon captivating the interest of adrenaline enthusiasts worldwide.

Why Can Vegas and the Casinos Continue to WIN?

Although not reaching the pinnacle of affluence achieved by Formula 1, the 2023 Nationals Finals Rodeo (NFR) graced the city from December 5 to 14, 2023. Attracting a diverse audience, from enthusiasts adorned in boots and spurs to those checking off a simple bucket list item, the December rodeo possesses the potential to sustain the momentum instigated by the Formula 1 event. Furthermore, the widely anticipated New Year's Eve (NYE) celebration looms just days away, poised to contribute to Vegas' revenue streams and build upon the accrued momentum from November and December.

Adding to this accumulated momentum, Super Bowl 58 is scheduled for February 11, 2024, serving as a pinnacle catalyst. As one of the most-watched sports programs annually, with a viewership anticipated to exceed 120 million, this event presents an enticing opportunity for individuals to capitalize on the synergy between the game, the city, and the overall experience.

Vegas, along with its competing CEOs, has meticulously orchestrated a perfect storm of positive catalysts and events to uplift their stock prices. A sequence of four exceptional months featuring highly anticipated events is poised to catalyze a substantial turnaround in these stocks.

The Catalyst Storm

• November - Formula 1 Grand Prix

• December - Nationals Finals Rodeo

• January - New Years Eve

• February - Superbowl 58

Citations: Nevada November gaming numbers, visitation statistics set to arrive | Inside Gaming | Business | Business Columns (reviewjournal.com) [Velotta]