Allison Transmission with Rod Alzmann (Ticker: ALSN)

Allison Transmission Holdings Inc. (Ticker: ALSN) is an American manufacturer of automatic transmissions and hybrid propulsion systems for commercial vehicles. The company was founded in 1915 and is headquartered in Indianapolis, Indiana. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show!

*****************************

This episode is sponsored by Stratosphere.io, a web-based terminal for financial data, KPIs, and more. Try it out for FREE or use code “CCM” for 15% off any paid plan. Sign up here: https://www.stratosphere.io/

*****************************

Want updates on future shows and projects? Follow us on Twitter: https://twitter.com/chitchatmoney 

Subscribe to our Substack to receive free show notes and charts that go along with every episode: https://chitchatmoney.substack.com/

Interested to see more of Rod's work? Check out their Twitter here: https://twitter.com/RodAlzmann?s=20&t=tmx8adXOBhmyc2jCqCsiHw

Contact us: chitchatmoneypodcast@gmail.com

Timestamps

ALSN | (6:55)

Bear Thesis | (22:19)

Competitive Advantages | (30:25)

Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.