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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.
Apr 28
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Aurelion Research
16
2
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…
Apr 23
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Aurelion Research
193
6
35
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.
Apr 21
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Aurelion Research
31
3
New Position: An Overlooked Winner in a Weakening Consumer Cycle
Why this under-followed name can outperform through a weaker demand environment.
Apr 16
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Aurelion Research
29
3
5
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.
Apr 14
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Aurelion Research
57
4
7
Amazon’s Moat: Fading or Getting Stronger?
Trading at One of the Lowest Valuation Multiples in Large-Cap Internet.
Apr 10
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Aurelion Research
47
9
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…
Apr 8
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Aurelion Research
52
5
Global Drone Primer 2026: Navigating the Shift Toward Autonomous Defense
We are in the early innings of A high-growth market driven by defense spending, autonomy, and evolving security needs.
Apr 2
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Aurelion Research
48
8
Our Highest Conviction Insurance Idea for 2026
A Small-cap and Under-followed Canadian Life Insurer: Trading at a 30%+ Discount to Fair Value, Even After a Conglomerate Discount.
Mar 30
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Aurelion Research
21
4
Beyond the Grid: Global Infrastructure
We believe we are on the verge of making the grid great again.
Mar 19
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Aurelion Research
and
Daniel's Deep Dive
52
2
9
Global Chemicals Primer 2026: Navigating the Year of Uncertainty
This aims to be the most complete piece possible on the sector, and a playbook for how we plan to approach the turnaround we expect in chemicals.
Mar 16
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Aurelion Research
70
11
Marex: An Overlooked High Quality Business at an Attractive Valuation
A post-IPO compounder trading at trough multiples: 47% profit CAGR, 8x 2026 earnings, and a PE overhang nearly resolved.
Mar 13
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Aurelion Research
and
Jack Maxwell
58
13
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