My Most Contrarian Investment For 2026: Caesars Entertainment
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Jussi Askola, CFAInvesting Group LeaderFollow5ShareSavePlay(9min)Comments(2)SummaryCaesars is down 80% from its 2021 highs due to recession fears.We think that the market has overlooked the growth of its digital business and the value of its real estate.We estimate fair value at a 3x higher level. This is a higher-risk investment, but it presents significant upside potential. primeimages/iStock via Getty Images Right now, there are growing fears that we might be headed into a recession. The job market is cooling at a rapid pace. Consumer spending is softening. And the trade war is leading to higherThis article was written byJussi Askola, CFA68.39K FollowersFollowJussi Askola is the President of Leonberg Capital, a value-oriented investment boutique that consults hedge funds, family offices, and private equity firms on REIT investing. He has authored award-winning academic papers on REIT investing, has passed all three CFA exams, and has built relationships with many top REIT executives. He is the leader of the investing group High Yield Landlord, where he shares his real-money REIT portfolio and transactions in real-time. Features of the group include: three portfolios (core, retirement, international), buy/sell alerts, and a chat room with direct access to Jussi and his team of analysts to ask questions. Learn more.Analyst’s Disclosure:I/we have a beneficial long position in the shares of CZR, VICI either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.Recommended For You