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Aurelion Research

Hundreds of paid subscribers

Independent research on global equities and commodities. Aurelion Index 1-year return: +120%

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PricingFreemiumPublishesDaily
Issues149Foundeda year agoLast Issue3 days ago
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Latest Issues

New Position: Long-Term Compounder in Surgical Robotics

Cheap valuation and best-in-class margins

We view the company as appealing in the short term, given its low earnings multiple and recent strong Q2 earnings.

3 days ago
13
Paid

New Position: A High-Conviction Bet on Copper

An undervalued copper producer at an inflection point

We found a company that meets each of our criteria in our investment process: a well-run business at an inflection point, trading at a reasonable valuation with a clear path for growth...

5 days ago
20
9
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India Primer: The World's Next Growth Story

India is a market we have been following for a long time.

It is shaped by a unique combination of culture, policy, and its position as one of the world’s largest and fastest-growing economies, expanding at a mid-teens pace each year. Compa...

9 days ago
47
18

New Position: Our Favorite LATAM Bank

A scalable digital banking platform at an attractive inflection point

We recently highlighted the growing investment opportunities we see across Latin America.

16 days ago
21
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Portfolio Review

A look at every holding amid Q2 earnings season and Fed uncertainty, plus our current shortlist

Q2 2026 earnings season is kicking off.

18 days ago
22
1
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    Independent research on overlooked stocks and investment themes by ex-fund analysts. Aurelion Index 1-year return: +120%

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