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Allison Transmission: An Industrial Leader With Fortitude, But Valuation Calls For Patience
Seeking Alpha· 2025-05-26 22:39
公司概况 - Allison Transmission Holdings (NYSE: ALSN) 虽然知名度不及科技巨头 但其工程技术对全球货物、军事资产和人员的高效运输至关重要 [1] 市场评论风格 - Volatility and Reason (V&R) 专栏以清晰逻辑为导向 避免情绪化观点 专注于商业、经济和投资领域的本质分析 [2] - 该专栏强调逻辑优先于情绪 好奇心优先于干扰 旨在剔除噪音并聚焦核心问题 [2]
Stanley Retools Production To Move Out Of China
Seeking Alpha· 2025-05-23 00:01
BuildingBenjamins is a free stock picking and market commentary investment newsletter. Building Benjamins is the DBA (doing businesses as) publishing entity for Tradition Investment Management, LLC, a registered investment adviser. Benjamin Halliburton, our founder, also founded Tradition Capital Management in 2000 and was named “PSN Manager of the Decade” for All-Cap in the 2000s and “PSN Manager of the Decade” for Dividend Value in the 2010s. Since starting his investment career at Merrill Lynch in 1986, ...