VICI Properties: The Drop I Anticipated Arrived (Rating Upgrade)

Core Viewpoint - VICI Properties is a prominent S&P 500 REIT with a diverse portfolio in gaming, hospitality, wellness, entertainment, and leisure destinations [1] Group 1: Company Overview - VICI Properties owns one of the largest portfolios in the gaming and hospitality sectors, indicating a strong market position [1] - The company focuses on long-term investment strategies, particularly in identifying undervalued REITs [1] Group 2: Investment Strategy - The investment approach emphasizes contrarian and deep-value opportunities, suggesting a focus on stocks that are currently out of favor [1] - The investment horizon is long-term, aligning with the goal of assessing intrinsic value through fundamental economic insights [1]