Professional
Added to YB: 2026-02-04
Pitch date: 2026-01-30
RICK [bullish]
RCI Hospitality Holdings, Inc.
+2.29%
current return
Author Info
Ace River Capital is a concentrated, long-term fund focused on asymmetric risk/reward opportunities. Sign up for the newsletter.
Company Info
RCI Hospitality Holdings, Inc., through its subsidiaries, engages in the hospitality and related businesses in the United States.
Market Cap
$186.5M
Pitch Price
$24.01
Price Target
N/A
Dividend
1.15%
EV/EBITDA
7.67
P/E
-71.67
EV/Sales
1.60
Sector
Hotels, Restaurants and Leisure
Category
special_situation
Ace River Capital – Investor Update (Year-End 2025) - RCI Hospitality Holdings, Inc.
RICK (added to position): CEO/CFO stepped down after Sept bribery/tax charges drove 25% Q4 decline. Core business intact - cash flow continues, buybacks ongoing. Trades below real estate value, ignoring earnings power. 12% short interest compressing small float. Legal risks priced in, governance improved. Long-term thesis unchanged.
Read full article (1 min)