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description=Independent research on global equities and commodities. Our commitment: deliver quality stock ideas and keep you ahead of the market. Aurelion Index +117% since July 2025. Click to read Aurelion Research, a Substack publication with thousands of subscribers.;
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aurelion research substack aurelion research subscribe sign in home chat aurelion index strategies company research thematic equity commodity about canada the comeback a decade of underperformance is reversing new investment themes are emerging and we play them through a fresh thematic equity basket read the latest most popular view all global fertilizer primer 2026 uncovering the real threat to global farming mar 24 aurelion research 120 1 28 latin america primer why the region is the most obvious bet for the next decade apr 23 aurelion research 192 6 34 marex an overlooked high quality business at an attractive valuation mar 13 aurelion research and jack maxwell 58 13 16 japan field trip one of the most compelling opportunities in global equities jun 11 aurelion research 81 8 8 join 5 300 subscribers free research every 2 weeks full access with a paid subscription subscribe aurelion memos view all aurelion index one year anniversary first year in review current positioning jul 8 aurelion research 29 12 3 portfolio update improved portfolio performance update and how we find attractive risk reward opportunities through thematic bottom up investing may 11 aurelion research 31 3 welcome start here a short read to get to know what we do apr 30 aurelion research 9 3 thematic equity view all canada the comeback a decade of underperformance is reversing new investment themes are emerging and we play them through a fresh thematic equity basket jul 2 aurelion research 56 4 10 japan field trip one of the most compelling opportunities in global equities best positioned sectors top stock ideas and a full japanese equity basket from our analyst in japan jun 11 aurelion research 81 8 8 special article spacex openai and anthropic ipos analyzing upcoming ipos whether their valuations are attractive and the implications for global markets may 26 aurelion research 48 7 9 company research view all 6 stock ideas investment conference following our 1 on 1 meetings with ceos or cfos ranked by risk reward jun 24 aurelion research 22 2 cellebrite clbt management meeting the setup from here the saas apocalypse and whether ai replaces or improves their business jun 18 aurelion research 16 1 new position a hidden world cup beneficiary in latin america we are adding an undervalued latam small cap we believe is at an inflection point with meaningful upside ahead jun 16 aurelion research 13 3 commodity research view all shipping memo navigating opportunities and the hormuz situation we break down shipping market dynamics insights from an oil tanker ceo and conversations with shipping analysts jun 29 aurelion research 15 2 2 the next inflection in crude oil when will the hormuz bottleneck break navigating the volatile balance of geopolitics and global oil inventories jun 2 aurelion research 54 17 6 2026 shipping primer the trade of the year field research industry leader interviews and our full playbook to understand and benefit from the trade may 21 aurelion research 122 11 14 aurelion research independent research on global equities and commodities our commitment deliver quality stock ideas and keep you ahead of the market aurelion index 117 since july 2025 subscribe aurelion research website x account linkedin plutus portfolio aurelion index more x account of our analyst jérémie additional portfolios baskets aurelion research independent research on global equities and commodities our commitment deliver quality stock ideas and keep you ahead of the market aurelion index 117 since july 2025 subscribe about archive recommendations sitemap 2026 aurelion research publisher privacy publisher terms substack privacy terms collection notice start your substack get the app substack is the home for great culture this site requires javascript to run correctly please turn on javascript or unblock scripts