VICI Properties: Becoming More Attractive As The Yield Keeps Rising (NYSE:VICI)

Investment Strategy - The company aims to invest in firms with ideal qualitative attributes, purchasing them at attractive prices based on fundamentals and holding them indefinitely [1] - The investment approach focuses on maintaining a concentrated portfolio to avoid underperforming assets while maximizing exposure to high-potential winners [1] Research and Analysis - The company plans to publish articles on selected companies approximately three times a week, including extensive quarterly follow-ups and ongoing updates [1] - There is a tendency to rate high-quality companies as 'Hold' when their growth potential does not meet the company's threshold or if the downside risk is deemed too high [1]