Said on Jun 17, 2022, at 35:20 in the video.
“i'm gonna keep buying more of this company especially if it continues to sell off in this market because i think because i think over time this will prove to be a very attractive company to own”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.
this is an incredibly efficient business to run where they only spend one to two percent of their total revenue on expenses and if you compare that to software companies that need legions of developers research and development capex spend sales and marketing general administrative a lot of software companies spend over 50 percent of their revenue on expenses vg spends about two percent so they're an incredibly efficient business model so overall i still love the company i now like the valuation more i'm gonna keep buying more of this company especially if it continues to sell off in this market because i think because i think over time this will prove to be a very attractive company to own so those are some of the companies that i've been buying in my portfolio that i really think are undervalued and i know it's depressing to see the market go down that's our initial emotional reaction but in reality if you have a long investment horizon you should be excited and honestly i haven't been this excited to buy these dividend stocks in quite some time i've been sick of seeing dividend stocks yielding below one and a half percent that's no fun now that i'm seeing them yield three percent or
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 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