Independent research on global equities and commodities. Aurelion Index 1-year return: +120%
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 155 | Founded | a year ago | Last Issue | 6 days ago |
| Active | |||||
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read.aurelionresearch.comLatest Issues
MDA Space: Houston, We Have a New Position
A Canadian Space Company Entering Its Next Growth Phase.
MDA Space is one of the most discussed companies in town.
UK Primer: The Equity Revival
Cover artwork by Hardo & Co.
UK equities trade at their widest valuation discount to developed-market peers in decades. We believe the tide is already turning, and highlight the stocks best positioned to benefit from this shift.
With the...
New Position: Doubling Down on Nuclear
An undervalued uranium producer at an inflection point.
We are adding a second holding to our portfolio that is a direct beneficiary of growing nuclear demand and higher uranium prices.
US-Canada Tariffs: Finding Investment Opportunities
Potential impacts & beneficiary companies
US-Canada trade talks broke down after both sides disagreed over what had been agreed to. The US then announced new tariffs, and Canada quickly followed with retaliatory tariffs on US goods.
Follow the Money: The AI Race
Last week, the latest round of 13F filings came out.
We now know what some of the biggest and most well-known hedge funds bought and sold last quarter. We went through a large number of 13F filings, looking beyond the headlines to build a...
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Independent research on overlooked stocks and investment themes by ex-fund analysts. Aurelion Index 1-year return: +120%
AP Research is an independent cross-asset platform focused on global macro and thematic investing, translating market developments into actionable positioning and asset allocation ideas, expressed both in research and in our own capital.
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