Quote:
Originally Posted by Shoe
I'm going to buy Monday. Based on my recent trip to Vegas, this is the only company that knows what it is doing, they even have which customers are worth approaching to offer free drinks to down while competitors are offering worse service to everyone. Short term anything can happen but long-term they have MGM and CZR dominated. I hope Steve Wynn's insight is not lost as he made some great deals for the company when he was in control.
How do Wynn do this better, and how much does it affect the bottom line? And what's the future of squeezing out more $$$ here? A kind of creepy real world big data? As in, face recognition, tracking where people go and what they do and spend, creating rich harvested profiles for targeted promotions and advertising? To what extent do the companies do this already? They surely do stuff like targeted advertising based on identifying probable gamblers through Facebook data.
I think it's easy to get the wrong idea without some pretty deep analysis that might even be impossible with public information. Then you have the Macau angle, which is a whole other world and a big chunk of their income and potential growth.
How do you analyze this stuff such that you have an edge on the market?