Changing your mind as investor can be surprisingly hard to do, but it's an important skill if you're going to generate consistent returns. While I haven't typically been all that bullish on Allison Transmission (ALSN), largely due to what I saw as underinvestment in electrification and, thus, meaningful long-term risk from EV adoption, today's valuation and relative performance makes less and less sense to me. That's particularly so in the context of a commercial truck market that still offers share growth potential and increased efforts at highlighting its R&D efforts.
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Allison Transmission's Lagging Performance Pushing The Stock Into Value Territory
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