#Real Estate · Pundit Scoreboard · Stock calls
13 calls
8 decided
3 hits
0 partial
5 misses
5 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.
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.
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%
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%
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 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
Horizon: 2026-06-25 (expired 19 days ago — pending manual price check)
DHI UNDERPERFORM
in terms of supply out there, it is starting to build and I think it's going I think we will see house prices come. We're already seeing it. KB Home uh their p…
VS Reality
Horizon: 2027-01-14 · 184 days remaining
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
Horizon: 2026-06-25 (expired 19 days ago — pending manual price check)
KBH UNDERPERFORM
if you look at uh new homes for sale they are meaning the builders are carrying this inventory uh they are near record highs uh almost as high as they were in …
VS Reality
Horizon: 2027-01-14 · 184 days remaining
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 · 288 days remaining