#Real Estate · Pundit Scoreboard · Stock calls
11 calls
10 decided
4 hits
0 partial
6 misses
1 pending
🏆 The Scoreboard
⚡ Short <60 days
📈 Mid 60-360 days
🌳 Long >360 days
💡 Three time horizons: Short <60d · Mid 60-360d · Long >360d
💰 Avg P/L = equal-weight blind-follower model — average return per decided call
💸 Spectacular Misses
Sorted by loss magnitude. Up to 3 cards per pundit.
KBH SHORT
Home building is a terrible business right now. You can't touch this group until the Fed starts cutting rates. Poll Brothers, Lenar, KB Homes, all weaker, all …
VS Reality
Miss: P/L -1940.0% · vs SPY +154.0%
SPG LONG
this might actually be a gem in your long-term portfolio delivering double-digit returns
VS Reality
Miss: Entry $114.55 → Exit $77.03 · P/L -32.8% · vs SPY -65.9%
DHI SHORT
this isn't the chart of a stock we would necessarily want to buy... So even if things are better than expected, it just seems like there's a lot of headwinds o…
VS Reality
Miss: Entry $118.03 → Exit $142.21 · P/L -20.5% · vs SPY -49.2%
VICI LONG
because of the low valuation compressed multiple likelihood of interest rates going down and the success of Vegas diversification I believe VICI Properties is …
VS Reality
Miss: Entry $26.65 → Exit $28.50 · P/L +6.9% · vs SPY -25.1%
VICI LONG
vichi is a real estate company meaning they owned land and they own buildings they are not Casino operators the tenants that rent from them are Casino operator…
VS Reality
Miss: Entry $25.43 → Exit $30.38 · P/L +19.5% · vs SPY -15.9%
VICI LONG
right now I believe vich is undervalued I think the company is set up for a lot of growth in the future they have an extremely strong tenant roster they have v…
VS Reality
Miss: Entry $23.90 → Exit $29.42 · P/L +23.1% · vs SPY -17.5%
🎯 Spot-On Calls
Sorted by realized gain. Up to 3 per pundit.
LEN SHORT
Home building is a terrible business right now. You can't touch this group until the Fed starts cutting rates. Poll Brothers, Lenar, KB Homes, all weaker, all …
VS Reality
Bullseye: P/L +1291.0% · vs SPY +3386.0%
VICI SHORT
I trimmed $5,000 of vichi and $5,000 of Apple... vich is a great company but it's operating in a very difficult environment with high interest rates I don't kn…
VS Reality
Bullseye: Entry $27.15 → Exit $27.67 · P/L -1.9% · vs SPY -19.6%
SPG LONG
Simon Property Group. Well, they have some exposure because they have some retail, but you know what? I've got to tell you, they are a terrific company. Got a …
VS Reality
Bullseye: Entry $140.22 → Exit $204.76 · P/L +46.0% · vs SPY +7.4%
O LONG
I went over that quarter with a fine two comb. I know the stock dropped down to the low 50s when they reported. I felt that there was an overreaction. I actual…
VS Reality
Bullseye: Entry $53.62 → Exit $62.78 · P/L +17.1% · vs SPY -15.0%
🔮 Pending Verdicts
Bold calls whose horizon hasn't expired yet. Bullseye or miss?
LEN LONG
Sandy, you buy Lennar... You're going to make money in the home builders. I think you buy some Lennar tomorrow, and Stuart Miller will not let you down.
VS Reality
Horizon: 2027-04-28 · 241 days remaining