Archive - Alankrit Capital

First Athene, then AEL - Now FG?

A previously covered insurer is trading well below book and might not stay public for long

Apr 1 •

December 2024

Bel Fuse Buys Enercon

A Transformative New Acquisition

Dec 31, 2024 •

October 2024

Alankrit Capital Q3 Letter

Alankrit Capital

Oct 17, 2024 •

August 2024

Full Portfolio / Watchlist and Update

Updates on My Current Positions, Upcoming Plans, and Potential New Interests

Aug 13, 2024 •

July 2024

Alankrit Capital Q2 2024 Letter

Alankrit Capital

Jul 29, 2024 •

June 2024

Quick Defense ETF Primer: Optimal Pairing and Industry Insights

Quick primer, write ups on Curtiss-Wright, Melrose Industries and Leonardo soon.

Jun 4, 2024 •

April 2024

Alankrit Capital Q1 2024 Letter

Alankrit Capital

Apr 2, 2024 •

March 2024

General Electric - A Trojan Horse?

A closer look at GE Aerospace

Mar 19, 2024 •

January 2024

The Constellation Software of Poland

Sygnity Deep Dive

Jan 9, 2024 •

December 2023

Dec 31, 2023 •

2024 Outlook | Macro | Holdings | Thoughts |

A look into the portfolio heading into 2024 and more

Dec 26, 2023 •

F&G Annuities & Life ($FG)

A gem on the market

Dec 16, 2023 •

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