Episode 38: Grading Brick-And-Mortar Casinos At Online Sports Betting
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Host Brad Allen is joined by Discerning Capital managing partner and former Las Vegas Sands senior MD Davis Catlin to discuss:
- Why land-based firms punched below their weight on OSB
- Why he's also investing in firms outside the U.S.
- The best outcome for the BetMGM JV
42 episodes