Public Policy Insights: TODD JORDAN’S TOP PICKS

Investor Insights

Best Ideas from the Best Investors

PRESS RELEASE March 25, 2021


Hedgeye Managing Director and CFO Todd Jordan cites Las Vegas Sands, Boyd Gaming and Penn National among his top stock picks in gaming in his 20-minute Investor Insights video interview.

Investor Insights is presented by Fantini Research and sponsored by Global Payments Gaming Solutions.

The veteran investor in the gaming space describes the potential for Macau and the major investments LVS is making in the market.

Boyd and Penn National have become top-line stories with their investments in digital and what Jordan calls the double-whammy of a growing number of younger players and the return of older customers to brick-and-mortar casinos.

Along the way, he touches on other themes important to today’s investment environment from the proliferation of online gaming to the SPAC phenomenon.

Jordan’s full interview is at

Investor Insights is one of a series of video interviews in the Insights series that bring knowledge and understanding of the trends, people and companies that are changing the gaming industry.

Full series at:


Other Insights Series:

CEO Insights, sponsored by IGT:

Emerging Insights, sponsored by Everi Holdings:

Public Policy Insights, co-presented with Spectrum Gaming and sponsored by Gaming Laboratories International

For more information on Insights videos, contact Associate Publisher Ashley Diem at or +1 302 730 3793.