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Mary Khatchatrian
8.8K posts
Mary Khatchatrian
@MaryInLA
Forever a @CNBC fan, obsessed with @FastMoney & the cast 🧡🇦🇲🇺🇸
Los Angeles, CA Beigetreten Kasım 2010
3.6K Folgt893 Follower
Mary Khatchatrian retweetet
Nice earnings beat and guidance raise from $PENN Beat EBITDA consensus by 3%. I think regional gaming is faring better than expected based on $MCRI $CHDN and now $PENN earnings. I'm liking to focus on iCasino too - if margins on that start to match peers then you can see things really turn plus the ramp from their developments
Allen Khatchatrian@allenkhatch
1/$PENN might be the most disliked and under appreciated stock in gaming right now. Down ~90% from its 2021 highs. $1.7B market cap. Activist investor war. CEO under fire. But underneath the noise, there's a stable regional casino business generating real cash flow that the market seems to be ignoring. Here's how I'm thinking about it:
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Mary Khatchatrian retweetet
Mary Khatchatrian retweetet
Keeps getting cheaper - may have to revisit and think about $TACT
Allen Khatchatrian@allenkhatch
1/ $TACT (TransAct Technologies) is one of those stocks that almost nobody is looking at. $36M market cap. No analyst coverage to speak of. But if you understand the casino supply chain, this company is hiding some interesting assets under a pile of public company costs. Let me break it down:
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Mary Khatchatrian retweetet
$PENN I think investors will pay close attention this quarter's release on 23rd as the cash burn inflicts and the print starts to reflect the changes management mentioned investors.pennentertainment.com/news-releases/…
Allen Khatchatrian@allenkhatch
1/$PENN might be the most disliked and under appreciated stock in gaming right now. Down ~90% from its 2021 highs. $1.7B market cap. Activist investor war. CEO under fire. But underneath the noise, there's a stable regional casino business generating real cash flow that the market seems to be ignoring. Here's how I'm thinking about it:
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Mary Khatchatrian retweetet
I used to work at MGM's REIT. Haven't looked at the parent company in a few years. Pulled apart every piece — nine Strip resorts, 37,000 rooms, 40% of Strip inventory, a BetMGM business that just swung $464M in one year, MGM China at record market share, Japan on the horizon, and hidden assets nobody marks. Here's the full breakdown of $MGM ⬇️:
GIF
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Mary Khatchatrian retweetet
Mary Khatchatrian retweetet
📸Vice President Vance and @SLOTUS in Yerevan, Armenia, where VP Vance and Prime Minister Nikol Pashinyan signed a historic civil nuclear agreement.
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@elonmusk It also sucks to be a genocide denier, particularly in this day and age. Doesn’t it, Mehmet Oz?
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Illegal immigrants are treated better than taxpaying citizens in California …
Bill Mitchell@mitchellvii
Newsom just got EXPOSED for massive Medicare scam! DR MEHMET OZ drops the hammer: Illegal immigrants in California get free dental and vision on Medicare while seniors get NOTHING. Audit uncovered $1.5 BILLION fraudulently charged to the federal government for illegals. This is straight-up theft from American seniors to fund Newsom's sanctuary madness. PRESIDENT TRUMP's team will crush this nonsense. No more ripping off citizens for open borders perks. GAVIN NEWSOM's California is a disaster zone of fraud and betrayal. Time to lock it down and protect our people first. Who else is furious about seniors getting screwed while illegals get freebies? ⬇️
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@petenajarian I was telling Andrew looks like Pete already did an Armenia trip. Followed by a see you in Yerevan 2026 🇦🇲🧡
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#GiddyUp, Miami is beautiful this morning and sportin my Armenian hat,,,,,,
The markets are volatile today, still working thru markets and politics
Market Rebellion@MarketRebels
See you at our Chicago event April 2026 @MaryInLA ? @petenajarian 🇦🇲 Armenian 💪Power
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Discipline sets the tone. Let’s keep after it. Salute Pete!
Pete Najarian@petenajarian
Quick trip to Miami for an event, warmer for sure than Minnesota at least for a day or two! Discipline is always a good thing, Let’s roll!
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Mary Khatchatrian retweetet
Mary from LA @MaryInLA , standing in the History Museum of Armenia in Yerevan, framed perfectly beneath the museum’s wall-sized display of the entire Armenian alphabet (Հայոց գրեր), the 38 letters designed by Mesrop Mashtots in 405 AD.
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Traveling with a photographer definitely comes with its perks. Thank you @coffeygrinds
Andrew Coffey ☕️@coffeygrinds
Mary from LA @MaryInLA , standing in the History Museum of Armenia in Yerevan, framed perfectly beneath the museum’s wall-sized display of the entire Armenian alphabet (Հայոց գրեր), the 38 letters designed by Mesrop Mashtots in 405 AD.
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Mary Khatchatrian retweetet
🍷Uncorked this gem at Luca in Yerevan: Alluria 2022 red from Armenia's 🇦🇲Ararat Valley! Hand-harvested Haghtanak & Karmrahyut, wild-fermented, oaked to perfection—juicy cherries, bold tannins, pure ancient vibes. Family-made magic from the Machanyans. @MaryInLA
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Mary Khatchatrian retweetet
