Joseph Carlson: VICI — a company event

Said on Jun 27, 2023, at 20:44 in the video.

What was said
Joseph Carlson

@josephcarlsonshow

“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”
Watch at 20:44We're Now In An Everything Bubble
PredictionVICI— a company eventChecked at fixed windows, from 30 days to 5 years
What happenedafter 1 year
Not verifiable

Not verifiable: no rule for claim type. There is no verification rule for this kind of claim yet.

30 days

Not verifiable

90 days

Not verifiable

180 days

Not verifiable

1 year

Not verifiable

The window it was checked over

VICIWindow checked
$26$28$30$32$34$36Dec 2022Apr 2023Aug 2023Dec 2023Apr 2024Aug 2024Said on Jun 27, 2023
$26$28$30$32$34$36Dec 2022Jul 2023Feb 2024Aug 2024Said on Jun 27, 2023

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.

Result at every window

All windows are shown, so none is picked
Result at every window
WindowResultAt the startAt the endChangeBenchmark
30 daysR-DIR v4Not verifiable————
90 daysR-DIR v4Not verifiable————
180 daysR-DIR v4Not verifiable————
1 yearR-DIR v4Not verifiable————
3 yearsR-DIR v4Not verifiable————
5 yearsR-DIR v4Not verifiable————
Why: 30 days

Not verifiable: no rule for claim type. There is no verification rule for this kind of claim yet.

Why: 90 days

Not verifiable: no rule for claim type. There is no verification rule for this kind of claim yet.

Why: 180 days

Not verifiable: no rule for claim type. There is no verification rule for this kind of claim yet.

Why: 1 year

Not verifiable: no rule for claim type. There is no verification rule for this kind of claim yet.

Why: 3 years

Not verifiable: no rule for claim type. There is no verification rule for this kind of claim yet.

Why: 5 years

Not verifiable: no rule for claim type. There is no verification rule for this kind of claim yet.

What was said around it

they could and one of the properties that Ed petoniak the CEO of Vichy has specifically outlined as an incredible property in Vegas that he would love to own is the Bellagio he's pointed at that one specifically and he was saddened that Blackstone got to it before he could so I think it's incredibly likely that Vichy is on the phone trying to work out a deal that makes sense for the shareholder and I believe that if they can have it make sense if they can get it for a price where it's secretive to affo 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 they're one of the few REITs with the scale with the balance sheet with the credibility to be able to own it they're one of the few REITs that has the expertise the management that has dealt with these type of properties and they're one of the ones that has the willingness to take on this big of a purchase so I think a lot of the stars have a line for Vichy to buy this property now there are other contenders there's other companies that could own this this one of them is realty income Corp realty income

What a person said is shown in their own words and is never translated. The link goes to the exact second in the video.

See all

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

Not scored

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

Not verifiable

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

Not scored

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

Not scored

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

Incorrect−10.9%

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

Not verifiable