WYNN是适合大额建仓的逆向买入标的；强劲的资产负债表和富裕客户群可抵消利率/机票逆风。

But some of the contrarian stocks I'm really looking at and I really will be likely adding over the next few months is something like a wind resorts. This is one I want to really build out to a big position.

This is one I don't even really I don't even have a position in the public account. A stock like wind should be in the public account in my opinion. And so that's a stock I'm looking at I really want to build into a very large position.

They got the Middle East property opening next year. Like it's the reason wind's down is interest rates have gone up, right? And companies like when they have to take out a lot of debt to build resorts.

So people don't want to hold a resort company, right? When interest rates are higher. Additionally, airline tickets are getting much more expensive. Um it's one of the biggest if you actually look at the CPI report, like airline tickets have gone insane because fuel costs have gone insane, right?

Listen, the type of person that's going to win resorts doesn't give a flipping flapjack if they have to pay $400, $600, $800 for a plane ticket, okay? Those individuals like they're going to, you know, drop tens of thousands, hundreds of thousands or millions of dollars on a weekend at the win.

So, it's completely irrelevant. So, it's just silly, right? And then wind's got arguably the best balance sheet of any resort company in the entire world, if not any travel company in the entire world.

So they're just not nearly as negatively impacted by a higher interest rate environment. They're actually one of the most well positioned. So when that's one I want to build out and a contrarian buy over the next few months.