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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.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | Nicholas D'AgnilloAce River Capital | RCI Hospitality $RICK• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Ace River Capital - RICK The investment thesis for RCI Hospitality has strengthened. The market remains... | NEUTRAL | View Pitch → |
| Aug 10, 2026 | Seeking Alpha | Seeking Alpha ContributorSeeking Alpha | RCI Hospitality $RICK• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | RCI Hospitality Holdings, Inc. RCI Hospitality Holdings, Inc. reported fiscal Q3 results with a revenue increase of 3.9% year-on-year, driven by temporary factors such as the NBA finals and FIFA W... | BEAR | View Pitch → |
| Feb 3, 2026 | Fund Letter | Nicholas D'AgnilloAce River Capital | RCI Hospitality $RICK• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Ace River Capital 2025 Q4 (RICK) During the fourth quarter, RCI Hospitality shares declined roughly 25% following the filing of bribery and tax-related charges against the CEO, CFO, and other executives by the New York Attorney General in September 2025. These developments created... | BULL | View Pitch → |
| Dec 3, 2025 | Fund Letter | Nicholas D'AgnilloAce River Capital | RCI Hospitality $RICK• NASDAQ | Hotels, Restaurants & LeisureHotels, Restaurants & Leisure | Ace River Capital 2025 Q2 (RICK) RICK is the only publicly traded owner of adult nightclubs in the US. Currently they own... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.