Được nói ngày 02/08/2023, tại 13:39 trong 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”Một vị thế người nói đang nắm giữ: có hiển thị, không tính vào thành tích.
Giá đóng cửa của VICI, đã điều chỉnh theo chia tách cổ phiếu. Vùng tô là khung 1 năm: bắt đầu từ phiên đóng cửa đầu tiên sau khi video được đăng và kết thúc ở phiên đóng cửa cuối cùng không muộn hơn một năm sau ngày video được đăng.
Một vị thế người nói đang nắm giữ: có hiển thị, không tính vào thành tích.
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
Lời của người nói được giữ nguyên văn và không bao giờ được dịch. Đường dẫn mở đúng giây đó trong video.
Joseph Carlsonmột nhận định không rõ hướng
“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”
20/11/2023
Joseph CarlsonVICIsẽ vượt trội hơn
“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”
16/10/2023 · sau 1 năm
Joseph Carlsonmột nhận định đang được xem xét lại
“I believe vici's fair value today remains around 36 dollars per share so I see ample upside in the stock”
26/07/2023
Joseph CarlsonVICI— một sự kiện doanh nghiệp
“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”
27/06/2023 · sau 1 năm
Joseph CarlsonVICIsẽ tăng
“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”
01/05/2023 · sau 1 năm
Joseph CarlsonVICIsẽ vượt trội hơn
“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”
30/03/2023 · sau 1 năm