Independent investment research on global equities and commodities.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 165 | Founded | a year ago | Last Issue | 10 days ago |
| Active | |||||
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read.aurelionresearch.comLatest Issues
The Uranium Cycle Is Turning Up: In Conversation with YCA & Cameco
We spoke with YCA and CCJ about the timing of the uranium cycle.
We find a lot of value in our conversations with management teams because they allow us to confirm or challenge the timing of an investment theme. Management will (almost) al...
New Position (ONON): Game is On
An undervalued sports brand with plenty of room to grow.
Great brands are rare. When a company becomes part of how people express themselves, the returns to shareholders can be exceptional.
Getting Out of Tankers
Why oil and product shipping are near the top of the cycle.
We first outlined our bullish view on tankers in April 2025. Since then, the trade has played exceptionally well, delivering triple-digit returns.
Ciena & Fabrinet: The Road Ahead for Optics
In this piece, we examine where optics and photonics are heading, combining our industry work with conversations with management at Fabrinet (NYSE: FN) and Ciena (NYSE: CIEN). Both companies are crucial players in the optical ecosystem, but...
Cellebrite (CLBT) Management Meeting: The Road Ahead
Reassessing Our High-Growth Software Holding
Cellebrite has not been a good performer, and to keep a position, we always ask ourselves: would we buy this stock again today?
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The writers behind this newsletter.
Global investment research on equities, themes and commodities. 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.
EE Ph.D. and Silicon Valley semiconductor engineer making complex technology easy to understand
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