bullishlong-term
VICI offers a ~10-11% total yield of dividend, buyback and growth; cheap because Las Vegas is softening, but a good yield as long as gambling demand persists.
SourceWho's been right on VICI
- Value Investing with Sven Carlin, Ph.D.1 call (all bullish)window still open
Settled on the T+20 window — a call counts only if it beat SPY. Same rules as the scorecard. Fewer than 3 settled calls are not scored; small samples say nothing about skill.
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