Long Cast Advisers, an investment management firm, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the third quarter, the fund’s cumulative net returns improved 4%. The fund returned a cumulative 266% net of fees, or 14% CAGR, since its inception in November 2015 through the quarter-end of Q3 2025. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its third-quarter 2025 investor letter, Long Cast Advisers highlighted stocks such as Research Solutions, Inc. (NASDAQ:RSSS). Headquartered in Henderson, Nevada, Research Solutions, Inc. (NASDAQ:RSSS) offers a cloud-based software-as-a-service research platform. The one-month return of Research Solutions, Inc. (NASDAQ:RSSS) was -3.47%, and its shares lost 17.07% of their value over the last 52 weeks. On November 28, 2025, Research Solutions, Inc. (NASDAQ:RSSS) stock closed at $3.06 per share, with a market capitalization of $100.57 million.
Long Cast Advisers stated the following regarding Research Solutions, Inc. (NASDAQ:RSSS) in its third quarter 2025 investor letter:
“Research Solutions, Inc. (NASDAQ:RSSS) also reported F1Q26 results, it’s seasonally slowest. It is growing and generating cash and helmed by an experienced C-suite and an impassioned product developer, the founder of Scite, which the company purchased in 2023. The company is broadly engaged in rights access to scientific literature; the legacy of the business is licensing libraries of scientific literature, bulk breaking that access and wrapping services around it. Given this description, it’s easy to extrapolate risks from disintermediation (publishers selling direct), from AI platforms that pay for rights and from open access scientific research. These at-hand reasons explain why this investment opportunity exists.
There’s a different perspective. Unlike the world of politics and entertainment where we tolerate and accept fiction, the world of science relies on facts and therefore requires a higher level of curation than what’s available in other spheres. This is especially true in a world of open access where research is free and “paper mills” churn out fake articles. The need for a solution isn’t going away.
The RSSS solution, Scite, differentiates itself by offering contextualized citation searches that includes whether underlying papers are supporting, contrasting or retracted, and they are building their brand around this capability. Is it a durable advantage? It’s impossible to say. This is still a small company in an industry seeing rapid development. I think our advantage is the quality of our experienced and entrepreneurial management team building a culture of growth and cash flow, and product development that tries to stay ahead of the customer.”
Research Solutions, Inc. (NASDAQ:RSSS) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 5 hedge fund portfolios held Research Solutions, Inc. (NASDAQ:RSSS) at the end of the third quarter, which was 6 in the previous quarter. In the first quarter of fiscal 2026, Research Solutions, Inc. (NASDAQ:RSSS) reported total revenue of $12.3 million compared to $12 million in the previous year’s comparable quarter. While we acknowledge the risk and potential of Research Solutions, Inc. (NASDAQ:RSSS) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Research Solutions, Inc. (NASDAQ:RSSS) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Research Solutions, Inc. (NASDAQ:RSSS) and shared Long Cast Advisers’ views on the company in the previous quarter. In addition, please check out our hedge fund investor letters Q3 2025 page for more investor letters from hedge funds and other leading investors.
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Disclosure: None. This article is originally published at Insider Monkey.
