Jeffrey Kamys returns to discuss Q1 earnings, with updates on DKNG, PENN, MGM, BALY and more. We dive into Bally's potential tender offer after rejecting Standard Chartered's $38 per share and the company's transition to being more software-oriented after acquiring Gamesys. Jeffrey overviews opportunities in sports gambling content provider Gambling.com (GAMB) and Australian gambling conglomerate Tabcorp, including a potential divestiture of its lottery business in the near-term. Jeffrey walks through whether we could see sports betting becoming legal in California by Q1 2023.
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