Boyd Gaming: Grab This Comet By The Tail Before It Sails Away

Core Insights - Boyd Gaming (NYSE: BYD) operates four divisions: US, International, UK, and Ireland, with the US brand contributing 40% to total 2024 revenue and 37% from iGaming [1] Group 1: Company Overview - Boyd Gaming has a diversified operational structure with significant revenue contributions from its US division [1] - The skepticism surrounding Boyd Gaming's strategic decisions is noted on platforms like Seeking Alpha [1] Group 2: Leadership and Expertise - Howard Jay Klein, with 30 years of experience in major casino operations, leads the investing group The House Edge, focusing on actionable research in the casino and online betting sectors [1] - Klein's background includes roles at notable casinos such as Ballys, Trump Taj Mahal, Mohegan Sun, and Caesars Palace [1] - The House Edge leverages an extensive intelligence network across the US gambling and entertainment sectors, providing insights from various levels of management [1]