Allison Transmission (ALSN) is a market leader with a 100-year history, a 60% (and growing) global market share in its industry, an asset-light, cash flow gushing, capital-efficient business model which Mr. Market has priced as if its future prospects are in secular decline. I see this is an opportunity to start building a position. For those investors who may be worried about an economic slowdown that appears to be gaining traction, this stock is certainly one to have on your watch list.
The Company:
Allison Transmission is the world's largest manufacturer of fully-automatic transmissions for