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Campaigns / Citron Research → Credit Acceptance Corporation
Citron Research vs. Credit Acceptance Corporation

Credit Acceptance Corporation · CACC

1 deck published between 2026-03-01 and 2026-03-01 — 14 pages, 14 analysed slides total.

initial thesis

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2026-03-01 initial thesis

    2026 03 Credit Acceptance Corporation Citron Re Examines CACC

    14pp · research_note

    Citron reverses course on CACC: with CFPB/NYAG overhang resolved Feb 13 2026, 61% of float retired, and an Amazon-bred CEO, fair value is $714 (16x 2026E EPS of $44.62).