What podcasts say about Tim Travis
Every statement, with the speaker, the exact quote and the moment it was said.
What Tim Travis has said on podcasts
26 statements · 14 positive · 11 negative · 1 neutral
Business values are currently detached from stock prices
“business values, I feel like are very detached from stock prices right now”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 1:40
Competition among AI products may limit providers’ pricing power
“what is the pricing power of the business?”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 9:33
Hyperscaler stocks remain reasonably valued
“the hyperscalers are still decent values”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 10:24
Meta was significantly undervalued for a period
“meta was dirt cheap for a while”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 10:28
Meta’s Muse strategy appears likely to continue improving
“it seems like it's going to keep getting better”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 10:39
Higher debt costs likely undermined the proposed MGM acquisition
“I think debt costs, you know, to finance the acquisition probably got a little overwhelming”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 13:58
MGM stock was trading around $28
“that stock's trading at like 28 and change right now”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 14:15
MGM generates substantial free cash flow
“MGM generates a ton of free cash flow”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 14:48
Las Vegas casino-related stocks have fallen sharply
“I think you look at those. I mean, Vegas stuff's gotten crushed.”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 15:26
VICI offers a fully occupied real estate investment trust
“you're buying a real estate investment trust with 100% occupancy”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 15:40
VICI trades at ten times cash flow and yields an increasing eight-percent dividend
“you're buying it at 10 times cash flow. And you're getting an 8% dividend that's gone up.”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 15:57
VICI is substantially undervalued
“to me, that's such an obvious undervaluation”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 16:17
VICI stock could rise to $28 if buybacks are announced
“I think you see that stock trade up to 28 again”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 16:30
The war in Ukraine is likely to persist without a near-term solution
“it's just a a total quagmire that that is going to last and there's no solution that's going to make things better”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 17:37
Housing prices remain too high to make purchasing economically sensible
“housing prices just haven't dropped to a level where it makes a lot of sense yet”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 18:35
Despite poor CPI data, ten-year yields fell and bonds rallied
“the CPI was so bad today and the 10 years actually, the yield's gone down. Bonds have actually rallied a little bit today.”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 19:02
Hyperscalers are developing their own chips
“all of the hyperscalers are building their own chips now”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 20:26
Hyperscalers’ custom chips use less energy than alternatives
“they utilize less energy. And so they're more energy efficient.”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 20:37
Google displaced Yahoo as the leading search company
“Yahoo is the top dog, right? And then... Google started just eating them up.”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 23:00
Losing AI market leadership would reduce companies’ capital access and spending
“you're not going to be able to raise capital at the same levels. You're not going to be able to spend at the same level”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 23:34
- on Dividend stocks, utilities, real estate, Pepsi, and McDonald’sPositiveOct 17, 2026· The Acquirers Podcast
Dividend stocks, utilities, real estate, Pepsi, and McDonald’s offer long-term opportunities
“I think there's real opportunity there for the long-term investor”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 26:42
Approximately 80% of stocks have declined more than 10%
“I think 80 percent of stocks are down over 10 percent”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 27:03
MSDL trades at approximately 67% of stated value
“it's trading at like 67 cents on the dollar”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 27:46
MSDL’s price implies defaults worse than Great Recession or Depression levels
“the amount of defaults are far beyond a great recession, depression scenario, and that's priced into the stock”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 28:29
MSDL offers approximately a 13% yield
“you get like a 13% yield”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 28:50
MSDL and similar investments would perform well over five years
“I'm very, very confident in how that would look”
Open the episode · MGM and VICI: Finding Value in the Las Vegas Selloff | Value Options PodcastListen at 29:16
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.