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Let's Talk Stocks!
Melrose industries which owns GKN aerospace is just so intresting. Feels like a great pairing with $GE
Which btw ... think about the parallels, is $GE the new "railroad" when it comes to moat in aviation?
Which btw ... think about the parallels, is $GE the new "railroad" when it comes to moat in aviation?
A+D
Insurance
Insurance
VMS/Tech
Pharma
My portfolio sectors. I really like this selection ( Pharma is a very special case here typically I avoid)
Insurance
Insurance
VMS/Tech
Pharma
My portfolio sectors. I really like this selection ( Pharma is a very special case here typically I avoid)
The GE spin off happened today. Shares were -20% pre market. In light of this happening I've updated my model. Trading about 20x 2025 FCF now.
General Electric - A Trojan Horse?
A closer look at $GE Aerospace is now out
Link to read: http://linktr.ee/anshulpuri
A closer look at $GE Aerospace is now out
Link to read: http://linktr.ee/anshulpuri
Constellation Software - $CSU and $CNSWF is one of the best performing Canadian stocks out there.
Two months ago I wrote about an interesting situation with them via Sygnity - $SGN.WA in Poland
I would give this a read: https://alankritcapital.substack.com/p/the-constellation-software-of-poland
Two months ago I wrote about an interesting situation with them via Sygnity - $SGN.WA in Poland
I would give this a read: https://alankritcapital.substack.com/p/the-constellation-software-of-poland
I forgot unlike twitter we can post links here!
I write about stocks, and detail performance here : https://alankritcapital.substack.com/
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I write about stocks, and detail performance here : https://alankritcapital.substack.com/
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Hey all! If your are interested in stocks please give this channel a follow! Would love to create a discussion where people can talk about stocks they own
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