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Allison Transmission - Keep on Trucking

Rahul Mepani
Rahul Mepani
A high ROIC company at a low multiple of FCF. How much of a concern is electrification? Click the link below to read about Allison Transmission and the debate around its investment merits. $ALSN

Allison: Keep on Trucking – Micawber Capital
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Rahul Mepani
Rahul Mepani @micawbercapital

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