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Daniel Edward Guglielmo

Senior Consumer Equity Research Analyst at Capital One Financial Corp.

Daniel Edward Guglielmo is a Senior Consumer Equity Research Analyst at Capital One Securities, specializing in coverage of prominent consumer discretionary and real estate companies including Krispy Kreme, Netstreit, FrontView REIT, Lineage, MGM Resorts International, Churchill Downs, Penn Entertainment, and Caesars Entertainment. He has issued multiple ratings with a documented success rate of approximately 54-55% and average returns between 1.6% and 2.8%, as tracked by platforms like TipRanks, placing his performance near the industry median. Guglielmo began his career at Capital One Securities, where he is registered through FINRA (CRD# 7327602), actively maintaining broker credentials. His research is frequently cited in earnings calls for detailed macroeconomic assessments, and he is recognized for his insightful questioning of executive management teams regarding strategic company initiatives.

Daniel Edward Guglielmo's questions to Churchill Downs (CHDN) leadership

Question · Q3 2025

Daniel Edward Guglielmo questioned the incremental mid-to-long-term benefits of wholly owning brick-and-mortar properties across both live/historical racing and gaming segments, beyond avoiding rent, and whether the market adequately credits the company for this full ownership.

Answer

CEO Bill Carstanjen explained that the philosophy of owning real estate provides stability and predictability, which aligns with the company's focus on growing and stabilizing these businesses. He also noted that he doesn't believe the market fully credits the company for this strategy.

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