Thank you for sharing your very thoughtful analysis. I will be adding this to my portfolio. I already own $SPG and $VICI.
I like this company and the current price is quite attractive. Excellent assessment, since it is different from being a Reit. AMT is another that also has a similar model, but more diversified worldwide. Greetings and thanks!!
Would be great to see the different prices if you apply different margins of safety, if you could cover some prices for margins of safety between 10-30% that would be helpful.
Feature also KO PEP MCD
Thank you. Please inspect UGI
Hey man this is some great content right here. May I ask where you got the valuation spreadsheet from and if there's any way for us to get it too?
I like to see KO
I bought CCI today at $98.99…
How do you think of NEP? Think it is a good stock
Warum kein Video in Muttersprache?
@valueinvesting897