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ALLY
Ally: From Headwinds To Tailwinds
From “Ally Financial: Moving Pieces” (April 2023): “The storm clouds have not passed. The combination of normalized credit losses and NIM pressures…
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”: “While Ally is far from being out of the woods, we now have some clarity on what a difficult 2023 might look like for the…
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. I’ll be back October 10th with the Q3 FY22 Portfolio Update. As always, feel free to contact me if you need anything…
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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