Athelas Research
Investor with an interest in real assets and capital cycles. Not investment advice.
| Platform |  | Pricing | Freemium | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 10 | Founded | 2 years ago | Last Issue | a month ago |
| Active | |||||
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athelasresearch.substack.comLatest Issues
Royalty Trust Renaissance
West Side of the Gorge, John Moyers
Disclosure: The author is long units of CRT, PBT, and SJT. None of this article is financial advice. Please read the full disclaimer here.
My favourite opportunities are those where you can buy a...
Keeping the Eye on the Ball: Ideas Update May 2026
Analyzing the latest developments at Scully Royalty, Transocean, Tronox
Disclosure: The author may own securities discussed in this article. See individual disclaimers throughout. None of this article is financial advice. Please read the f...
A Framework for Capital Cycle Investing
Natural resources, contrarianism and bottom feeding
Disclosure: None of this article is financial advice. Please read the full disclaimer here.
Scully Royalty: A Compelling Activist Turnaround
Long awaited governance changes have finally arrived.
Disclosure: None of this article is financial advice. The author owns Scully Royalty stock and may buy or sell at any time. Please read the full disclaimer here.
The Unloved Necessity of Offshore Drilling
Transocean and the next offshore exploration boom
Disclosure: None of this article is financial advice. The author owns Transocean stock and may buy or sell at any time. Please read the full disclaimer here.
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Athelas Research.
| Subscribers | Engagement | 64 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Investor with an interest in real assets and capital cycles. Not investment advice.
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