Said on Oct 16, 2023, at 9:53 in the video.
“I don't believe this is going to last forever and I don't believe that vich will underperform per the S&P 500 forever”Not verifiable: comparison not supported. A call that one asset will beat another is not checked yet, and it is not judged as a plain rise or fall.
30 days
Not verifiable
90 days
Not verifiable
180 days
Not verifiable
1 year
Not verifiable
VICI closing prices, adjusted for splits. The shaded span is the one-year window: it starts at the first close after the video went public and ends at the last close on or before one year after the day the video was published.
| Window | Result | At the start | At the end | Change | Benchmark |
|---|---|---|---|---|---|
| 30 daysR-REL v4 | Not verifiable | — | — | — | — |
| 90 daysR-REL v4 | Not verifiable | — | — | — | — |
| 180 daysR-REL v4 | Not verifiable | — | — | — | — |
| 1 yearR-REL v4 | Not verifiable | — | — | — | — |
| 3 yearsR-REL v4 | Not verifiable | — | — | — | — |
| 5 yearsR-REL v4 | Not verifiable | — | — | — | — |
Not verifiable: comparison not supported. A call that one asset will beat another is not checked yet, and it is not judged as a plain rise or fall.
Not verifiable: comparison not supported. A call that one asset will beat another is not checked yet, and it is not judged as a plain rise or fall.
Not verifiable: comparison not supported. A call that one asset will beat another is not checked yet, and it is not judged as a plain rise or fall.
Not verifiable: comparison not supported. A call that one asset will beat another is not checked yet, and it is not judged as a plain rise or fall.
Not verifiable: comparison not supported. A call that one asset will beat another is not checked yet, and it is not judged as a plain rise or fall.
Not verifiable: comparison not supported. A call that one asset will beat another is not checked yet, and it is not judged as a plain rise or fall.
them on a total return basis for the past 3 years we can also compare V's performance against AMT this is Chuck 's pick the American Tower Corporation is a massive reat and again V's consistently outperformed it over the past 3 years vichi has been the best performing real estate asset in the index for the past couple of years so in terms of vichi right now I believe it's a company that still has very strong fundamentals but it happens to be in a category real estate which has been doing really poorly this year because of interest rates I don't believe this is going to last forever and I don't believe that vich will underperform per the S&P 500 forever last year in 2022 vich trounced the S&P 500 performing 11% gains while spy was down 16% so I think having a flat performance this year is okay Texas Roadhouse had a great start this year it raced up 12% the investors were getting good gains in it and then more recently it sold off big time this is what it looks like so all year long Texas Roadhouse is doing really well same store sales are growing people are happy with their restaurants their pricing is doing really well the leadership says that they paid off debt they're doing BuyBacks
What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.
Joseph Carlsona call with no clear direction
“I continue to hold vichi because I feel the tenant roster is getting stronger by the day the income line is contractual based there's incremental rent raises and this company pays me massive dividends that grow every single year”
Nov 20, 2023
Joseph CarlsonVICIwill outperform
“I believe that Vichy is the most likely to outperform based on the low valuation it currently has the high yield and the fact that it's growing its yield faster than most other reads”
Aug 2, 2023
Joseph Carlsona call under review
“I believe vici's fair value today remains around 36 dollars per share so I see ample upside in the stock”
Jul 26, 2023
Joseph CarlsonVICI— a company event
“I think vichi's gonna buy this thing I think there's a very high probability of it I would give the odds right now around 60 percent I think that's the chance that Vichy ends up buying this”
Jun 27, 2023 · after 1 year
Joseph CarlsonVICIwill rise
“I believe that the properties in Vegas are going to climb a value a meaningful amount so I'm not concerned about this company at all”
May 1, 2023 · after 1 year
Joseph CarlsonVICIwill outperform
“I think the company is going to continue to compound for the next five years like it has when I look at the five-year chart it goes right along with the intrinsic value of the company compounding quite nicely above the rate of the market this company has been a wildly Market beating return and I think we'll see more of that in the future”
Mar 30, 2023 · after 1 year