Aurelion Research
Independent research on global equities and commodities. Our commitment: deliver quality stock ideas and keep you ahead of the market. Aurelion Index +114% since July 2025.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 131 | Founded | a year ago | Last Issue | 12 days ago |
| Active | |||||
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read.aurelionresearch.comLatest Issues
Complete Portfolio Review
Updating every company in the Aurelion Index, including our recent management discussions, revised price targets, and forward outlooks.
Happy Friday! Summer has officially arrived (at least here in Montreal!).
The Next Inflection in Crude Oil: When Will the Hormuz Bottleneck Break?
Last week, we had a call with who we consider one of the best crude oil shipping company CEOs in the world. We had a genuinely good conversation about Hormuz and where oil prices are heading. We had our thoughts, he had his.
That said, we...
New Stock: Riding China's Chip Revolution
U.S. export controls just created a clear AI trade in semiconductors.
We are adding a new stock to the Aurelion Index.
Special Article: SpaceX, OpenAI, and Anthropic IPOs
This is not our typical article, but the subject was too interesting to pass up.
Three of the most consequential companies in the world are heading to public markets within months of each other:
- SpaceX just filed for what would be the...
2026 Shipping Primer: The Trade of the Year
We have been discussing shipping for over a year but never covered the industry in detail. In late 2024, major shipping stocks fell about 40%. We entered in early 2025, arguing the market was overlooking the fundamental supply shortage.
Ou...
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Authors
The writers behind this newsletter.
Independent research on overlooked stocks and investment themes by ex-fund analysts. Turning inflection points into actionable ideas. Aurelion Index +114% since July 2025.
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