How The Compound’s view on $LVS changed

2026-09-25Bullish
“People Hate These 5 Stocks But They'll Be Wrong | TCAF 261”
LVS is a buy if position sizing reflects risk; China/MGM concerns are noted but outweighed by other positives.

Las Vegas Sands stock was worth seventy dollars in December. It now costs thirty-eight dollars. The entire sector is currently undesirable. I mean , I suppose there are obviously concerns about China, and MGM has business in China, and that worries me a little about the stock because you don't know what's going to happen there.

But there are enough other good things , and I think that's what Josh was talking about earlier regarding the size of the financial center. I think this is one of the things you should do, which is to look at the risks of the stock and determine the size of your investment based on that.