Creator Profile
YouTube | Stock
212,000 followers
Visit creator profileReturn Since March 15, 2026
Recent Posts
July 24, 2026
The creator analyzes NewLake Capital Partners (NLCP), a REIT yielding over 11% that provides real estate capital to state-licensed cannabis operators. Despite a significant share price drop since its IPO, attributed to rising interest rates affecting all REITs, the stock's high yield is partly due to its OTC listing and low trading volume. Recent rescheduling of cannabis products to Schedule 3 by the Trump administration is seen as a positive catalyst for the industry and NLCP, potentially increasing demand for their services and making financing more accessible. However, the creator notes a lack of dividend growth in over two years and a recent increase in the AFFO payout ratio, raising concerns about the sustainability of the high dividend.
July 20, 2026
The creator identifies VICI Properties (VICI) as a top buying opportunity within the REIT sector, highlighting its current 7% dividend yield and a significant stock price sell-off over the past year. Despite a temporary decline in Las Vegas visitor traffic, the company's long-term leases with built-in escalators and signs of recovery in Vegas, coupled with strong financial results like increased AFFO, support the bullish thesis. The creator also briefly mentions EPR Properties and Gaming and Leisure Properties (GLPI) as comparable REITs.
June 30, 2026
The creator discusses Aries Capital (ARCC), a business development company, highlighting its current undervaluation and high dividend yield as a buying opportunity. Despite concerns about floating rate debt exposure and software company investments, the creator believes these are overblown and that ARCC's conservative underwriting and diversification make it a strong investment.
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 7/20/2026
VICI Properties is presented as a major buying opportunity due to its 7% dividend yield and a 20%+ stock price drop, supported by strong fundamentals and recovery signs in Las Vegas.
Analysis from 7/21/2026
1
Locked
Locked
Premium unlocks creator performance analytics, benchmark comparisons, and the historical signal table.
Premium analytics unlocks the trade outcome breakdown so you can see which calls were the biggest upside and downside contributors.
Premium unlocks the creator's full ticker timeline, including bullish, bearish, and research-only events with dates.
Sector concentration is part of the premium creator profile.