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Investment Themes & Primers

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Latin America Primer: Why the Region is the Most Obvious Bet for the Next Decade
This is intended to be the most comprehensive piece on the sector. We have dedicated a tremendous amount of effort to producing what we believe is the…
 • Aurelion Research
Japan’s Great Reallocation: 3 Ways to Play the ¥1,100 Trillion Shift
Rising volumes, higher interest rates, and inflecting returns meet a powerful demographic tailwind. 3 stocks & 1 basket set to outperform.
 • Aurelion Research
The Iran War Playbook: Chemicals, Fertilizers, and 2 New High‑Conviction Stocks
Amid a potential ceasefire and reopening of Hormuz, this report aims to provide the most comprehensive analysis of the supply disruption driven by the…
 • Aurelion Research

Individual Company Research

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A Not-So-Boring Defensive Small-Cap Compounder in an Uncertain Market
We believe this new stock addition is the perfect way to capture alpha through defensive positioning in an uncertain macro environment.
 • Aurelion Research
New Position: An Overlooked Winner in a Weakening Consumer Cycle
New Portfolio Addition Amid Oil Shock and AI Uncertainty.
 • Aurelion Research
Amazon’s Moat: Fading or Getting Stronger?
Trading at One of the Lowest Valuation Multiples in Large-Cap Internet.
 • Aurelion Research

Commodity Research

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Global Nickel Primer: A New Bull Cycle Is Inevitable
A comprehensive analysis of the nickel market, from Indonesia's supply dominance to the stocks positioned to benefit from a new cycle.
 • Aurelion Research
Macro Update: The Big Picture on Oil Markets
Why the market is drastically underpricing the worst oil supply shock in modern history.
 • Aurelion Research
Global Fertilizer Primer 2026: Uncovering the Real Threat to Global Farming
We believe behind the daily headlines of shipping disruptions lies a fundamental threat to the agricultural supply chain that has yet to be fully priced…
 • Aurelion Research
Aurelion Research
Aurelion Research
Independent research on global equities and commodities. Our commitment: deliver quality stock ideas and keep you ahead of the market. Aurelion Index +119% since July 2025.
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Aurelion Research

Independent research on global equities and commodities. Our commitment: deliver quality stock ideas and keep you ahead of the market. Aurelion Index +119% since July 2025.
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