Blue bus moving on the road in city in early morninggetty I first made Allison Transmission (ALSN) a Long Idea in June 2020 and most recently reiterated my thesis in August 2024.After the company beat on the bottom-line but missed top-line 1Q25 estimates, my thesis remains intact, and the stock looks poised to outperform further.ALSN still offers favorable Risk/Reward based on the company’s: diversified business model and end customers, long-term growth tailwinds across segments, strong track record of reve ...