VICI Properties: Squeeze Play Mentality Triggered By Slowing Vegas Growth, Stubborn Fed Rates
VICIVICI(US:VICI) Seeking Alpha·2025-12-18 22:45

Core Insights - The House Edge is recognized as a unique marketplace service in the casino, gaming, and online sports betting sectors, providing actionable research and insights [1][2] - Howard Jay Klein, with 30 years of experience in the gaming industry, leads The House Edge and utilizes his extensive network for superior investment returns [1][2] Industry Overview - Las Vegas gaming revenue has shown growth, reaching $8.6 billion, which is a significant increase from $6.6 billion in 2018, although the pace of growth is slowing [2] - The gaming industry is characterized by a focus on management quality as a key factor in investment decisions [2] Company Insights - The House Edge offers a model portfolio that is reviewed monthly, featuring actionable analysis on gaming companies and trends in the industry [2] - The service includes a regular newsletter and recommendations for buy-sell-hold or accumulate strategies [2]