The creator is buying a lot of VICI Properties lately and considers it one of their favorite REITs, highlighting three reasons why they can't stop buying it.
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The creator is evaluating Intuit (INTU) and Salesforce (CRM) as potential buys due to their recent stock price drops and attractive valuations. While acknowledging the risks in the software sector due to AI and increased competition, the creator believes both companies have strong moats and potential for long-term growth. The creator personally leans towards Intuit due to familiarity but is also considering adding to existing positions like Visa (V).
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Visa is mentioned as an example of a company the creator already owns and understands well, with a wide moat and comparable financial profile to Intuit and Salesforce.
Salesforce is a potential buy due to its deeply embedded role in businesses as a 'neural network' and its AI initiatives making it harder to switch, despite concerns about AI reducing headcount.
Intuit is a potential buy due to its strong moat in accounting/tax software, decades of customer trust, and attractive valuation, despite concerns about commoditization.
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