Consumer >> Analyst Interviews >> November 9, 2025

Volatile Gaming Stocks a Better Bet for Short-Term Investors

Umansky, Vitaly
Vitaly Umansky is the Global Gaming Senior Analyst at Seaport Research Partners and has been based in Hong Kong for the past 18 years. Prior to Seaport, Mr. Umansky was the Global Gaming Analyst with Bernstein Research (Sanford C. Bernstein) for nine years. Before research, he was in private equity and advisory in the gaming and leisure industries; was CFO of New Cotai Holdings, a private equity backed casino development investment and company; and earlier in his career was with Merrill Lynch investment banking in M&A and leveraged finance, where he did work in gaming, leisure and hospitality, among other industries. Mr. Umansky has been involved in the gaming industry since 2001. Profile
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TWST: Would you introduce us to your research and coverage focus?

Mr. Umansky: I do global gaming. I’m based in Hong Kong, and I frequently