Aurelion Research
Aurelion Research, NathanPIndependent equity research on global equities and commodities. Aurelion Index: +112% since July 2025.
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 101 | Subscribers | Read | aurelionresearch.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Touching Base on CLBT Following the Early 2026 SaaS Sell-Off
Cellebrite Launches Genesis, Its AI Agent, and Acquires SCG Inc.
Global Chemicals Primer 2026: Navigating the Year of Uncertainty
This aims to be the most complete piece possible on the sector, and a playbook for how we plan to approach the turnaround we expect in chemicals.
(FREE) Marex: An Overlooked High Quality Business at an Attractive Valuation
> We are adding this stock to the Aurelion Index today.
(FREE) LatAm Oil & Gas: What About Fuel Prices?
> #### Our Core Thesis on Oil
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Authors
The writers behind this newsletter.
Independent equity research on global equities and commodities by former investment fund analysts. Aurelion Index total return +112% since July 2025.
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