VICI Properties 是顶尖的核心持仓，商业模式极为出色，当前股价受压带来买入机会。

at $35 and and then also Vichy at $30. And the reason I'm highlighting those two together is because those are probably like my two favorite stocks in the entire market right now. At least if we're going to measure it by, hey, is there some stocks out there that you just feel so incredibly bullish about their business, about their reliability long term? I mean, what's not to like?

Both stocks have been dipping but um Vichy especially Vich has been just heavily suppressed and I don't understand why I will never understand why Vichi trades at the levels it's at.

Uh the business is incredible. They always collect their rent. I actually just made a video on Vichi. I might have mentioned that already. But yeah, I recently made a video on Vichi. So if you want to watch that deeper dive into it, but the dividend is phenomenal. Um, and Vichi of course owns, you know, these casinos and resorts. Cash cow properties. Again, always collecting rent, never misses rent. So, um, there's just so much to like about them.

and Vichi. Hey, I will add that too. Top four phenomenal stocks to be like core holdings. I love Vichy Properties. Love that they're in the top four.

Vichy Properties down 14%. It's already our fourth largest holding. So, yeah, we do want to be a little careful about getting too overly exposed to it, but the fact that we're down double digits on what is still my favorite REIT in the entire market, we got to be buying more. I will be buying heavily still. uh Vichy and also especially in my private larger portfolio.