Joseph Carlson: a call under review

Said on Jul 26, 2023, at 30:06 in the video.

What was said
Joseph Carlson

@josephcarlsonshow

“I believe vici's fair value today remains around 36 dollars per share so I see ample upside in the stock”
Watch at 30:06Full Earnings Analysis - Meta, Google, Microsoft, VICI, Union Pacific, Visa
Predictiona call under review
What happened
Not scored

How this call was recorded (its subject, its direction or a figure) is being checked again, because the words may not say what was first recorded. It is not scored until a person has reviewed it.

The window it was checked over

VICIWindow checkedTarget named
$26$28$30$32$34$36$38Jan 2023May 2023Sep 2023Jan 2024May 2024Sep 2024Target $36.00Said on Jul 26, 2023
$25$30$35$40Jan 2023Aug 2023Mar 2024Sep 2024Target $36.00Said on Jul 26, 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

How this call was recorded (its subject, its direction or a figure) is being checked again, because the words may not say what was first recorded. It is not scored until a person has reviewed it.

What was said around it

the current liquidity enabled Vichy to continue in our pursuit of attractive domestic and international growth opportunities across the experiential landscape so Vichy again resembles a very predictable reliable business with great management growing 12 percent affo is incredibly fast faster than any other Reit in the market and while Vichy has this incredible growth it's not price for it right now Vici remains at a very suppressed price I'm not sure sure how long it's going to be at this price but my assumption is it's not going to be forever I believe vici's fair value today remains around 36 dollars per share so I see ample upside in the stock and this earnings report further confirms that so that wraps up a big week so far and we have more exciting news in the future if you like these type of more detailed more analytical updates on these companies make sure to subscribe to the channel and hit the Bell notification and if you want even more content if you really love it that much you can also check out the patreon it's ten dollars a month it's basically like buying one lunch a month and I come out with hours of content on the patreon and the patreon does include access to qualtrum.com

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 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

Not verifiable

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