David Katz

“You know, I heard some earlier this week commentary from, you know, a hospitality company on a little bit of change in the K-shape recovery and seeing some, you know, strength on the lower end, which has shown up in some of the hospitality numbers.”

“I know that this has been discussed from a few different angles, but with respect to Bally, who is, as Carlo pointed out, you know, in a very high development mode with a little bit, you know, with EBITDA coming later on, you know, particularly with Las Vegas and then New York behind it, you know, do you think about…”

“And I think I may have asked this maybe last quarter or some prior quarter.”

“I appreciate you staying on just a little bit longer. Just very quick detail. Number one, there was some discussion about a couple of hundred million in deals. And I think what we heard is American Hurricane was 100 plus, but there's a couple hundred.”

“I know you've talked about some of these items, but I'd love a little more perspective on, you know, where you are so far with respect to technology and, you know, your ability to sort of capture data and, you know, put that to productive use.”