Independent investment research on global equities and commodities.
| Platform |  | Pricing | Freemium | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 169 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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read.aurelionresearch.comLatest Issues
New Ideas From The Road
Promising sectors, management meetings, and stocks on our radar.
The idea behind this report is to share the opportunities we are researching and where our conviction stands at the moment.
Why Offshore Drilling Is the Next Big Trade
New Position: Betting on the Offshore Oil Upcycle
We are always looking for the next “big trade,” and we think we’ve found it: offshore drilling.
Field Trip: AI Has to Be Seen to Be Believed
There are so many diverging opinions about AI.
We did not understand it enough, so we took matters into our own hands.
Last week, we traveled to Seattle, one of America’s biggest tech talent hubs, to see firsthand what is happening in AI...
New Position: Compounder at Inflection Point
An inflation-resilient compounder at a multi-year low.
As inflation troubles the market, one sector has consistently been resilient or has benefited: healthcare.
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...
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Authors
The writers behind this newsletter.
Independent investment research on global equities 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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