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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.
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The Science of Hitting
2
Portfolio Change - 07/26/2024
Note: Review all prior portfolio changes at the “TSOH” tab on the website.
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The Science of Hitting
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…
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The Science of Hitting
2
Ally: From Headwinds To Tailwinds
From “Ally Financial: Moving Pieces” (April 2023): “The storm clouds have not passed.
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The Science of Hitting
"It's About Returns, Not Growth"
Update on Ally Financial
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The Science of Hitting
Ally Financial: "Moving Pieces"
From “A Clearer Roadmap”:
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The Science of Hitting
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…
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The Science of Hitting
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…
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The Science of Hitting
3
"More Banks Than Bankers"
Note: TSOH will be off next week.
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The Science of Hitting
2
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…
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The Science of Hitting
2
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…
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The Science of Hitting
6
© 2024 Alex Morris (TSOH Investment Research)
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