Aurelion Pro
Aurelion Pro is our bespoke research service, including:
Direct access to us via call or email.
Ongoing coverage of Aurelion Index holdings, including earnings, news, and other developments through Substack Chat and reports.
Arrangement of management calls with CEOs/CFOs, when available.
Aurelion Pro is limited to 30 spots to keep service quality. Currently at 16/30.
Substack Guide to upgrade subscription. Email: contact@aurelionresearch.com
This is for informational purposes and is not investment advice or a recommendation to buy or sell any security.
Several Ideas from Management Meetings at an Investment Conference (1-on-1s with CEO/CFO)
Aurelion Research’s team assisted Planet MicroCap, a North American conference featuring both small and micro-cap companies over multiple days. More than 30 management teams presented their businesses to us, often with both CEOs and CFOs present, which provided valuable insight into each company’s business model and value proposition.
Touching Base on CLBT Following the Early 2026 SaaS Sell-Off
Our last update on CLBT was on February 3, 2026, when we discussed the SaaS sell-off that significantly impacted our favorite software company that we hold in the portfolio, Cellebrite.
Macro Update: The Big Picture on Oil Markets
Everyone is watching the recent developments in the Middle East and the massive economic impacts of the Strait of Hormuz closing.
Aurelion Research Pro: Fixed Income Monitor
Our fixed income outlook on the Fed, rates, and what it means for markets and portfolio positioning.
Aurelion Index Update: Analyzing Recent Earnings across the Portfolio
First, on a nice note, 2026 has been good for the Index so far. We are seeing really great setups, and most of our picks are playing out amazingly.
Why Does Celsius Deserve a Closer Look?
Celsius deserves a closer look because the business is reaching a point where execution can move the numbers. The portfolio is gaining relevance in U.S. energy, Alani has become large enough to matter at the company level, and the next distribution step should improve shelf execution over time. The near term can still look noisy because a major transition often creates temporary distortions in reported results, even when the underlying trend is improving.