Gaming Realms PLC (LSE:GMR, OTCQX:PSDMF) has struck a new licensing agreement with gambling technology group Light & Wonder to develop Slingo versions of two of its best-known slot machine games. The London-listed developer said it would be adapting 88 Fortunes and Huff N' More Puff, both of which have proven popular with casino players in North America.
SharpLink Gaming has transformed into a major Ethereum treasury, holding over 838,000 ETH and trading near its net asset value. SBET offers direct, institutional-grade Ethereum exposure with staking yield, transparent reporting, and a world-class leadership team blending crypto and Wall Street expertise. Trading at ~1x mNAV, SBET provides downside protection regarding the mNAV multiple and upside optionality if market sentiment drives a premium to NAV, enabling accretive ETH/share growth.
Logitech (LOGI) demonstrates resilience and innovation, with Q1 FY26 results showing revenue growth, margin stability, and proactive tariff management. LOGI's diversified portfolio in gaming, video collaboration, and AI-powered products supports mid-single-digit topline growth and structural margin strength. Valuation remains attractive, with a DCF-based fair value of $123 per share, offering ~13% upside and exposure to secular growth themes.
GLPI offers an attractive 6.5% yield, a resilient regional gaming portfolio, and long-term triple-net leases, making it a strong income play in today's market. Recent growth is driven by acquisitions, rent escalators, and innovative tribal casino financing, with visible expansion opportunities in Chicago, New York, and Las Vegas. GLPI maintains a safe balance sheet, a reasonable payout ratio, and disciplined capital deployment, supporting both income and future growth potential for investors.
I'm bullish on Ethereum (ETH-USD) due to its superior utility, programmability, and pivotal role in stablecoins and DeFi versus Bitcoin. SharpLink Gaming (SBET) offers leveraged, compounding exposure to ETH-USD through active treasury management, staking, and capital raises at market value. SBET's strategy may generate asymmetric upside versus direct ETH-USD ownership, but carries dilution and regulatory risks tied to aggressive fundraising and crypto regulation.
Are you ready for the next level? SharpLink Gaming stock (NASDAQ:SBET) has already surged 150% this year, and with Ethereum climbing and a hefty $1.5 billion buyback on the table, the real question is whether it can double again and blast past $40.
Boyd Gaming continues to outperform peers, driven by strength in its Locals and Midwest & South segments, despite softness on the Las Vegas Strip. Q2 results showed 6.9% revenue growth and 18.2% EPS growth, with robust gaming and online performance offsetting weaker hotel and F&B segments. Shareholder returns are compelling, with $700 million annually in buybacks and dividends, translating to a potential 10% yield and significant share count reduction.
Regulatory and cybersecurity headwinds are moderating, with North American growth offsetting European declines and Asia showing early signs of recovery. Evolution remains fundamentally strong, with high profit margins, rising revenues, and a forward P/E of just 14x, signaling undervaluation. CEO insider buying and a €500 million buyback plan reflect management's confidence and support the investment case.
Boyd acquired 5% of FanDuel in 2018 for $1b and just sold it back to Flutter for $1.76b. Ignore the noise that Boyd made a mistake by selling this asset. I rate BYD shares as a Buy.
Gaming Realms PLC (LSE:GMR, OTCQX:PSDMF) reported an 18% increase in revenue to approximately £16 million for the six months ended 30 June. Earnings (adjusted EBITDA) rose by 30% to around £7.5 million.
Gaming Realms PLC (AIM:GMR, OTCQX:PSDMF) reported a year of strong growth, with revenue rising in both core content licensing and non-core social segments. CEO Mark Segal highlighted a “revenue increase, increase in our core content licensing business,” alongside gains in adjusted EBITDA and net profit, underlining operational leverage within the business.
Robust online betting demand bodes well for the Gaming industry. Stocks like GME and SGHC benefit from improving industry trends.