Aurelion Research
Subscribe
Sign in
Home
Chat
Aurelion Index
Strategies
Company Research
Thematic Equity
Commodity
About
Company Research
Latest
Top
Discussions
New Position: Long-Term Compounder in Surgical Robotics
Cheap valuation and best-in-class margins
11 hrs ago
•
Aurelion Research
12
3
New Position: A High-Conviction Bet on Copper
An undervalued copper producer at an inflection point
Aug 10
•
Aurelion Research
20
9
7
New Position: Our Favorite LATAM Bank
A scalable digital banking platform at an attractive inflection point.
Jul 30
•
Aurelion Research
21
3
New Position: High Growth Industrial Compounder
Deep-dive into an emerging category leader
Jul 21
•
Aurelion Research
20
8
2
New Position: Volatility Merchant
A less-known, largely uncorrelated trading company that thrives on volatility and has grown FCF at a 25% CAGR since 2017.
Jul 14
•
Aurelion Research
22
2
5
In Conversation: Cerebras Systems (CBRS)
Management on the OpenAI deal, Nvidia, and the inference race
Jul 13
•
Aurelion Research
30
5
6 Stock Ideas - Investment Conference
Based on 1-on-1 meetings with CEOs and CFOs, ranked by risk/reward.
Jun 24
•
Aurelion Research
25
1
Cellebrite (CLBT) Management Meeting: The Setup from Here
The SaaS apocalypse and whether AI replaces or improves their business.
Jun 18
•
Aurelion Research
16
1
New Position: A Hidden World Cup Beneficiary in Latin America
We are adding an undervalued small cap we believe is at an inflection point, with meaningful upside ahead.
Jun 16
•
Aurelion Research
15
3
Complete Portfolio Review
Updating every company in the Aurelion Index, including our recent management discussions, revised price targets, and forward outlooks.
Jun 5
•
Aurelion Research
19
4
2
New Stock: Riding China's Chip Revolution
U.S. export controls just created a clear AI trade in semiconductors.
May 28
•
Aurelion Research
19
8
5
What Q1 Told Us About Our Insurance Companies
Breaking down Q1 2026 for the two insurance companies in the Aurelion Index.
May 19
•
Aurelion Research
13
2
2
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
