ACHC -- bull case update

u/Independent-Fragrant · Reddit — r/ValueInvesting · February 13, 2026 at 18:39 · ⬆ 1 pts  | View on Reddit ↗
AI Summary

Original Reddit post

Author updates a bullish ACHC thesis citing CEO replacement, Einhorn's long position, and Khrom's added stake, noting heavy short interest.

ACHC — LONG The author argues Acadia Healthcare's bull case has strengthened after CEO Chris Hunter was replaced by former CEO Debbie Osteen, David Einhorn went long and touted it on CNBC, and Khrom Investments bought more. The validation by Einhorn is the key catalyst the author cites for turning more positive on the stock. The main risk implied is the crowded short side, with 20MM shares short out of 91MM total.

I thought perhaps the stock was a bit too hairy but now that Einhorn validated it, I think its looking pretty good (or bad if you're one of the 20MM shares short out of 91MM shares total.)

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u/Independent-Fragrant Reddit r/ValueInvesting
Einhorn validation strengthens ACHC bull case
The author argues Acadia Healthcare's bull case has strengthened after CEO Chris Hunter was replaced by former CEO Debbie Osteen, David Einhorn went long and touted it on CNBC, and Khrom Investments bought more. The validation by Einhorn is the key catalyst the author cites for turning more positive on the stock. The main risk implied is the crowded short side, with 20MM shares short out of 91MM total.
ACHC HIGH
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This Reddit post, published February 13, 2026, features u/Independent-Fragrant discussing ACHC. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/Independent-Fragrant  · Tickers: ACHC