The YouTuber recommends Boyd Gaming, noting that the casino industry has transitioned from heavy investment to a free cash flow generation model. He points to Boyd Gaming's rising revenue and free cash flow, with a P/E of 9.6 (8.7 forward), as a steady regional casino operator that can reinvest, buy back stock, or pay dividends.
“Boyd Gaming I think is the kind of steady company in the regional casino business that's just going to keep generating cash flow year after year after year.” — ▶ 5:30