"The Importance Of Focus"
An update on Ally Financial (ALLY)
Note: TSOH will be off for a week as I make my way with the family to Omaha for the Berkshire Hathaway annual meeting (next write-up on May 12th). If you are attending the meeting, I will be selling / signing copies of “Buffett And Munger Unscripted” at the Markel Brunch on Sunday morning - come say hi!
From “Ally: End Of The Tunnel” (January 2025):
“I se…