VICI Properties: A Bargain In The REIT Market
VICIVICI(US:VICI) Seeking Alpha·2026-01-14 03:41

Group 1 - VICI Properties has underperformed since being rated a Buy in early July, despite the booming economy in Las Vegas [1] - The focus is on analyzing undervalued companies with strong fundamentals and cash flows, particularly in sectors like Oil & Gas and consumer goods [1] - Energy Transfer is highlighted as a previously overlooked company that now shows potential for substantial returns [1] Group 2 - The analyst expresses a preference for long-term value investing while also engaging in deal arbitrage opportunities [1] - There is a clear aversion to investing in high-tech businesses and certain consumer goods, with a preference for more traditional products [1] - The article aims to connect with like-minded investors and build a community focused on informed decision-making and superior returns [1]