47 Public Companies With Meaningful Naval Exposure
Public companies with ≥10% revenue exposure to naval shipbuilding, systems, or submarines
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Modiv Industrial
Get Paid to Wait
Innovative Aerosystems: On Track
Q4 2025 Review & Updated Model
Innovative Solutions & Support Inc - $ISSC
Targeting a 93% upside over the next 36 months / 4 yr projection attached
First Athene, then AEL - Now FG?
A previously covered insurer is trading well below book and might not stay public for long
Bel Fuse Buys Enercon
A Transformative New Acquisition
Alankrit Capital Q2 2024 Letter
Alankrit Capital
Quick Defense ETF Primer: Optimal Pairing and Industry Insights
Quick primer, write ups on Curtiss-Wright, Melrose Industries and Leonardo soon.
Alankrit Capital Q1 2024 Letter
Alankrit Capital
General Electric - A Trojan Horse?
A closer look at GE Aerospace
The Constellation Software of Poland
Sygnity Deep Dive
Q4 2023
33.97%
2024 Outlook | Macro | Holdings | Thoughts |
A look into the portfolio heading into 2024 and more
F&G Annuities & Life ($FG)
A gem on the market
Q3 Update
Not bad ...
Beta, Bloomberg Terminals, and More
My thoughts on beta, and more, along with some future plans.
Q2 Portfolio Review
Modest Over Performance
Coming soon
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