Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Red Rock Resorts, Inc., an operator of regional casino resorts serving the Las Vegas locals market, detracted from performance as investors grew concerned that higher interest rates, inflation, and oil prices could slow market growth. Red Rock is...
— Cliff Greenberg
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Red Rock Resorts, Inc.
Shares of Las Vegas Locals casino operator Red Rock Resorts decreased 23.5% in the third quarter and hurt performance by 72 bps as investors grew concerned that higher interest rates, inflation, and oil prices could slow market growth. However, despite ongoing...
Shares of Las Vegas Local casino operator, Red Rock Resorts, declined 11.2% in the first quarter and hurt performance by 44 bps as investors were concerned with a potential slowdown in Las Vegas gaming revenue brought about by the macro uncertainty from the war in Iran. Combine this slowdown...
More institutional theses from Baron Small Cap Fund
Intapp, Inc. is a vertical software platform serving professional and financial services firms. Shares rose on...
The Baldwin Insurance Group, Inc. is a leading independent insurance distribution firm. Shares rose after...
Vertiv Holdings Co is a global leader in critical digital infrastructure and services for data centers, including electrical and thermal management equipment. Shares declined as...