Start Here: A Simple Guide to Our Substack
If you are new to Aurelion or want to know how our Substack works, this post is for you.
Start here to get to know what we do, what we offer, and how to navigate our Substack to get the most value from it.
We are one of the fastest growing investing Substacks.
We see 2 reasons: our portfolio performance (+112.22% gross return in 8 months) and our comprehensive investment research offering.
Our Subscription Tiers
Free Subscription
Access select reports for free, and preview a portion of certain paid reports.
Paid Subscription
~2 investment research reports per week. In depth initiating coverage, stock ideas, thematic research, investment conference or meeting with C-suite highlights, and more. Example (NASDAQ: BRKR)
Full access to our entire library of reports. Currently >75 reports.
Live access to our actively managed portfolio: the Aurelion Index.
All companies in the portfolio have research reports to back up our conviction.
Access to our real-time trades. As a reminder, this is not investment advice, please conduct your own research.
Pricing: $70/month or $400/year (USD)
Aurelion Research Pro Tier
1) Recurring Global Macro Research Reports: A key portion of our recent performance was driven by our global macro views. We have added a dedicated macro analyst to the team to generate actionable investment ideas.
Macro themes are a goldmine for finding new ideas and represent a new layer on top of the bottom-up focus of the basic subscription.
2) Ongoing Detailed Coverage on Covered Companies: The basic paid subscription does not include following up on companies after initiation in the portfolio. The Pro tier adds ongoing coverage, including timely updates on material news and earnings, our current stance, and any portfolio adjustments. We are experts on our stocks, you can be as well.
Earnings, news & management meetings summary helps you stay up to date on our current view and new public information.
3) Full access to Aurelion’s Analysts: by email to ask questions/debate on investment ideas. Aurelion’s Team has reserved time only for pro subscribers.
4) Early Access to Investment Ideas: Often, stocks have moved up significantly before we finished a full report and added them to the portfolio. Pro subscribers will receive early access to select ideas.
5) Access to management teams including arranging 1-on-1 calls when feasible.
6) Ability to expense the cost through your employer or bill it directly to your business.
Pricing: $2,500/year (USD)
Find more information here: Aurelion Research Pro
How to Navigate our Substack
On Desktop (Recommended):
Access the Substack website to navigate all our offering (Free, Paid & Pro) here: Substack Website
Access our Substack chat from the icon on the left of Substack’s home page
On Mobile App:
Click here for the Aurelion Index
Click here for About Us
All other reports are blended in the “posts” tab
Access our Substack chat from the icon at the bottom of your screen
On Mobile Browser:
Same functionality as on a computer, only slightly less appealing visually. Substack Website
The Aurelion Index Explained
The Aurelion Index is our actively managed stock portfolio. The Aurelion Index measures the performance of each of our “Buy-Rated” companies (stocks for which we expect the share price to increase significantly). It is equally weighted. This means that with 14 stocks, each position would carry a portfolio weight of 7.1%.
Every time a stock is added to or removed from the index, Paid & Pro subscribers receive a timely announcement. This is not investment advice; subscribers should make their own research.
We provide both real-time access to the “Buy-Rated” companies in the Index and complete, in-depth research coverage to our paid subscribers. Transparent performance updates are provided regularly.
Who We Serve
Hedge funds, investment managers and family offices seeking small and mid-cap ideas
Professional investors looking for institutional grade research
Serious individual investors who value professional research to manage their portfolios
Operators and executives tracking capital allocation trends
What’s Next
Visit the About Page for more on our story, testimonials & investment philosophy. We look forward to welcoming some of you to the Paid & Pro tier.
Send any questions to: info.aurelion.research@gmail.com
Our company website: aurelionresearch.com
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