TSOH Investment Research (Alex Morris)

TSOH Investment Research (Alex Morris)

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Ally Financial: Momentum
From “Ally Financial: The Importance Of Focus” (April 2025): “While the Ally thesis has faced its share of challenges, some of which are still present…
Oct 20, 2025 • TSOH Investment Research
Ally: End Of The Tunnel
From “Ally Financial: Inflection Point” (July 2024): “On a few key metrics, most notably credit quality (net charge-offs) and spreads (NIM’s), we’re…
Jan 27, 2025 • TSOH Investment Research
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