Independent investment research on global equities and commodities.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 161 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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read.aurelionresearch.comLatest Issues
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?
Shipping Tankers: The Party Isn’t Over Yet
Things Keep Getting Better for Oil Shipping.
Back on June 29, we published our Shipping Memo arguing that the downturn in shipping was temporary following the partial “reopening” of the Strait of Hormuz. We argued rates (and our tanker equ...
Is It Time to Play Defense? New Position
Uncorrelated, high-growth company driven by the aging U.S. population.
Over the past few weeks, markets have come under pressure from rising oil prices, while volatility around the AI trade has persisted.
In Conversation: NVIDIA
Our core framework at Aurelion is to identify investment themes at inflection points. We believe conversations with management teams are one of the best ways to identify them early.
Our recent post-earnings discussion with NVIDIA a week ag...
New Position: A Best-in-Class Gold Producer
An overlooked gold producer entering its next growth phase.
We are adding our first gold only holding to the portfolio, giving us direct exposure to higher gold prices, which we expect to reach $5,000/oz by 2027, while also gaining exposur...
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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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