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Opinions Jason Del Vicario
Credit Acceptance CorpCACCPAST TOP PICKMay 27, 2024
Jason Del VicarioOwned
$481.29
Stock price when the opinion was issued
$563.32
As of Jun 17, 2026. Market Open.
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PAST TOP PICK
(A Top Pick May 23/23, Up 2%)
Auto loan business that has low capital requirements. Disciplined capital allocation process - willing to buy back shares at correct time. Only willing to under write loans at sensible prices. Not a founder led business, but believes culture at company still strong. Will keep shares in business. Buying on share price weakness.
Jason Del VicarioOwned
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TOP PICK
Sub-prime auto loan business with low competition.
~10% market share.
Very good capital allocation strategy (willing to turn down unprofitable loan business).
High margin products.
Not worried about slowdown in auto business.
Jason Del VicarioOwned
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HOLD
One of his larger positions. Offers better value than the comparable GSY in Canada.
Jason Del VicarioOwned
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His choice instead of GSY. Over its history, great job of allocating capital. When liquidity gets tight, like right now with interest rates up, it will be busy underwriting loans. When liquidity becomes easy, it will reduce loan underwriting and continue to buy back shares. A 5% holding for him.