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2025 Performance Recap: +66% since July
Continued Outperformance in December & Inside the Winning Ideas
Jan 6
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LandBridge: The Permian Power Monopoly
LandBridge offers investors a blend of near term exposure to Permian Basin activity and longer term upside tied to the broader use of its land position.
Jan 16
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High Conviction European Idea for 2026
A Continuous Growth Story in Retail Tech
Jan 13
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European Media: Thematic Research & 2 Actionable Ideas
Lost in the Noise of Europe’s Hotter Sectors
Jan 8
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Our Highest Conviction Tech & AI Idea For 2026
Software Company with Recurring Growth & AI Upside
Jan 2
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Most Popular
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Valaris : Unmatched Deepwater Value
Jul 22, 2025
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BORR: The Offshore Bet
Aug 22, 2025
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Transocean (RIG): The Last Big Bet in Offshore
Aug 6, 2025
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Is Sibanye-Stillwater Still Cheap?
Jul 28, 2025
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Latest
Top
Discussions
Why Does Celsius Deserve a Closer Look?
How Celsius Can Turn 2026 Into a Step Up Year
Dec 29, 2025
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Free Tech Thematic Research Report & 2 Actionnable Ideas
Cross-Border Alpha: Exploiting the Canada-US Valuation Gap
Dec 27, 2025
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Several Ideas from Management Meetings at an Investment Conference (1-on-1s with CEO/CFO)
Takeaway from the +30 meetings our team had during the conference
Dec 26, 2025
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Leo
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Oil 2026 Research Primer: A Comprehensive Market Analysis
A Framework For Reading The Oil Market In 2026
Dec 23, 2025
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Huntsman: The Long Road Back in Chemicals
Detailed Coverage Report: Valuing a Cyclical Business in Early Recovery
Dec 18, 2025
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Our Highest-Conviction Crude Tanker Idea
We have repeatedly stated that we are and remain bullish on crude oil tanker equities and on the crude tanker market through 2026.
Dec 11, 2025
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AI Needs Power - Thematic Research
A Safe Way to Play the AI Growth Story
Dec 4, 2025
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Aurelion Research
Independent equity research on global equities and commodities. Aurelion Index: +90% since July 2025.
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