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Archive
About
ALLY
Ally Financial: Speed Bump
Note: Tomorrow afternoon at 1 pm eastern time, I will be speaking with Bill Brewster of The Business Brew about the role of U.S.
Oct 28
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The Science of Hitting
10
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Ally Financial: Speed Bump
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Portfolio Change - 07/26/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
Jul 25
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The Science of Hitting
14
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Portfolio Change - 07/26/2024
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Ally Financial: Inflection Point
From “Ally: A Clearer Roadmap” (January 2023): “While I appreciate the nature of those concerns, I remain comfortable with the long-term risk / return…
Jul 25
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The Science of Hitting
16
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Ally Financial: Inflection Point
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Ally: From Headwinds To Tailwinds
From “Ally Financial: Moving Pieces” (April 2023): “The storm clouds have not passed.
Jan 22
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The Science of Hitting
30
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Ally: From Headwinds To Tailwinds
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"It's About Returns, Not Growth"
Update on Ally Financial
Oct 19, 2023
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The Science of Hitting
29
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"It's About Returns, Not Growth"
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Ally Financial: "Moving Pieces"
From “A Clearer Roadmap”:
Apr 24, 2023
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The Science of Hitting
20
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Ally Financial: "Moving Pieces"
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Ally Financial: A Clearer Roadmap
From “Past The Peak” (speaking about Ally’s auto loan book): “Is that sufficiently conservative? As always, it’s very difficult to say with anything…
Jan 30, 2023
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The Science of Hitting
19
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Ally Financial: A Clearer Roadmap
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Ally: Past The Peak
On the list of things you really don’t want to see the day before a company reports earnings, the abrupt resignation of a key executive would be near…
Oct 24, 2022
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The Science of Hitting
27
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Ally: Past The Peak
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"More Banks Than Bankers"
Note: TSOH will be off next week.
Sep 26, 2022
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The Science of Hitting
32
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"More Banks Than Bankers"
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Ally: "A Permanent Change"
In December 2021, I wrote the following in the conclusion of my Ally Financial deep dive (“Ally: A Banking Transformation”): “Over the past five years…
Apr 21, 2022
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The Science of Hitting
22
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Ally: "A Permanent Change"
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Ally: A Banking Transformation
In 1919, General Motors (GM) created a new division, General Motors Acceptance Corporation (GMAC), with the goal of helping GM dealers to finance their…
Dec 6, 2021
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The Science of Hitting
16
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Ally: A Banking Transformation
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