Joseph Carlson: a call with no clear direction

Said on Nov 20, 2023, at 30:43 in the video.

What was said
Joseph Carlson

@josephcarlsonshow

“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”
Watch at 30:43I Just Spent $5,000 On This Undervalued Stock
Predictiona call with no clear direction
What happened
Not scored

The direction of this call could not be determined with confidence, so it is held out of the score.

The window it was checked over

VICIWindow checked
$26$28$30$32$34$36May 2023Sep 2023Jan 2024May 2024Sep 2024Jan 2025Said on Nov 20, 2023
$26$28$30$32$34$36May 2023Dec 2023Jun 2024Jan 2025Said on Nov 20, 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

The direction of this call could not be determined with confidence, so it is held out of the score.

What was said around it

they have other forms of entertainment as well as we move past one into five different forms of entertainment this all makes the tenants of vichi more durable in their income stream more Diversified more resilient and less likely to go bankrupt during an economic slowdown so I view this type of development as a positive thing for the vichi investor vichi has not performed well this year with interest rates going up rapidly it is a long duration interest rate sensitive investment but 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 so that's all for now I hope you enjoyed the episode if you want extra content make sure to join the patreon other than that I'll see you in the next one

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 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 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