Alankrit Capital
Anshul PuriAlankrit - a space to share, learn, and grow
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 20 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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alankritcapital.substack.comLatest Issues
47 Public Companies With Meaningful Naval Exposure
I put together a list of publicly traded companies with meaningful naval exposure (≥10% of revenue) across NATO countries.
Many of these do not show up on standard screeners or through AI.
The dataset includes 47 companies, ranked by % of...
Modiv Industrial
Modiv Industrial (NYSE:MDV) is a real estate investment trust1 (REIT) focused on critical industrial manufacturing properties, with tenants in sectors such as aerospace & defense and broader infrastructure.
Management’s focus over the past...
Innovative Aerosystems: On Track
“Our IA Next strategy prioritizes profitable growth, sustained operational excellence, and disciplined capital allocation as key drivers of long-term value creation. This framework is the mechanism by which we intend to deliver on our long-...
Innovative Solutions & Support Inc - $ISSC
ISSC
Share Price: $12.95
Shares Outstanding: 17.60M
Market Capitalization: $228M
Total Debt: $23.30M
Cash: $0.60M
Enterprise Value: $251M
Innovative Solutions & Support (ISSC) is a niche avionics systems integrator that designs...
First Athene, then AEL - Now FG?
This summer, will become eligible to be sold. Recent transactions validate a 25–30% upside. The stock has recently pulled back following a share issuance to fund further growth. Until that overhang clears, I expect it to remain range bound...
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| Subscribers | Engagement | 64 | Monthly Web Visits | ||
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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