Said on Aug 2, 2023, at 13:39 in the video.
“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”A position the speaker holds: shown, not counted in the record.
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.
A position the speaker holds: shown, not counted in the record.
dilution through stock based comp right now after this quarter Starbucks trades at a two percent free cash flow yield a 34 p e historically speaking this is around average so overall I really like this quarterly report and I think the valuation is pretty good now moving on from Starbucks we get into Vichy Vichy is one of my core positions this is the only Reit I own and a lot of people ask me Joseph why do you own Vichy over realty income Corp or over all of these different reads the simple explanation is 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 I also believe the company has more unique valuable assets than most reads Vichy properties is an experiential real estate company meaning that they invest in place cases where people go for experiences not where they go to work not where they go to live it's places where they go for experiences so you have a lot of concentration in Vegas one of the best destination places in the world but they're also investing outside of casinos and resorts and one of the places they announced on the earnings call that
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 don't believe this is going to last forever and I don't believe that vich will underperform per the S&P 500 forever”
Oct 16, 2023 · after 1 year
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