Since I have been toying with the idea of $VICI (+2,65%) out of the portfolio and replace it with $UBER (-2,45%) I finally made the trade today. The fact that Bill Ackman has now also built up a larger Uber position has reinforced my analysis.

I think the future for Uber as an aggregator in the transportation and delivery service sector is greener than it is estimated today and I do not believe that self-driving cars (Waymo, Tesla) will permanently weaken Uber's business and platform.

I have also trimmed my $AXP (-2,31%) trimmed my position and invested the capital in Uber.

VICI Properties Inc. $VICI (+2,65%) has announced the establishment of a new $2.5 billion multi-currency unsecured revolving credit facility. This new financing agreement, which matures on February 3, 2029, replaces the Company's previous credit facility in the same amount and has received the substantial support of a syndicate of 15 financial institutions.

The facility, which was reportedly oversubscribed, provides VICI Properties with the option to extend its maturity for additional six-month periods or a single twelve-month period. The interest rate is 85.0 basis points above the SOFR rate or the equivalent index rate for foreign currency loans, depending on the company's current credit ratings and leverage ratios. In addition, the company is obliged to pay a commitment fee of 20.0 basis points on the total commitments.

David Kieske, Executive Vice President and CFO of VICI Properties, expressed his gratitude for the continued support of the banking group and their confidence in the company's business model. He emphasized that the new credit facility strengthens the company's liquidity and financial flexibility, which is crucial for taking advantage of potential investment opportunities. According to InvestingPro data, VICI has a solid current ratio of 15.87, indicating exceptional liquidity with assets far exceeding current liabilities.

The syndicate of financial institutions backing this credit facility includes Wells Fargo Securities, LLC and JPMorgan Chase Bank, N.A. as Joint Bookrunners, with Wells Fargo Bank, N.A. serving as Administrative Agent. Other key participants included BofA Securities, Inc, Citibank, N.A. and JPMorgan Chase Bank, N.A. as Syndication Agents, in addition to several others who assumed roles as Documentation Agents and Joint Lead Arrangers.

For growth in the portfolio, 0.5 additional shares of $NFLX (-1,73%) were added to the portfolio yesterday.

I now have 4 shares.

I think Netflix will perform very well in 2025 and I'm clearly betting on a split here. Several analysts see the price targets at around 1000$ 🚀

Lots of positive news recently, good earnings and the business model speaks for itself.

The dividend cash flow was $VICI (+2,65%) expanded to 200 shares with a further 25 shares.

Strong dividend and dividend growth.

Gambling is and always will be 🎲🎲

For both stocks, I don't see any problem that the further Trump term in office could slow things down here.

With the gif, everyone probably knows who gave me the share ;)

Still see long-term potential here and good dividends...

Several other hedge funds have also recently increased or reduced their stakes in the company. $VICI (+2,65%) recently increased or reduced their stakes in the company.

• Quarry LP raised its holdings in shares of VICI Properties by 780.5% in the 2nd quarter. Quarry LP now owns 1,127 shares of the company's stock worth $32,000 after buying an additional 999 shares during the period

• Rothschild Investment LLC acquired a new stake in VICI Properties during the second quarter worth approximately $47,000

• Continuum Advisory LLC increased its stake in VICI Properties by 30.5% in the third quarter.

• Continuum Advisory LLC now owns 1,599 shares of the company's stock worth $50,000 after acquiring an additional 374 shares during the period

• UMB Bank n.a. increased its position in shares of VICI Properties by 37.4% in the 3rd quarter. UMB Bank n.a. now owns 1,880 shares of the company's stock worth $63,000 after acquiring an additional 512 shares in the last quarter

• Finally, Brown Brothers Harriman & Co. raised its stake in VICI Properties by 512.6% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 1,948 shares of the company's stock worth $65,000 after acquiring an additional 1,630 shares during the period

Institutional investors and hedge funds now own 97.71% of the company's stock.