Thanks to visit codestin.com
Credit goes to aurelionresearch.substack.com
Aurelion Research
Subscribe
Sign in
Home
Aurelion Index
Small & Mid-Cap
Micro-Cap
Commodity
Thematic Research
About
November Performance | +60.1% Since July 2025
+ 5,000 bps of alpha in 5 months and + 1,500 bps in November alone
Dec 2, 2025
•
Aurelion Research
Codestin Search App
9
Codestin Search App
Codestin Search App
3
Why Does Celsius Deserve a Closer Look?
How Celsius Can Turn 2026 Into a Step Up Year
Dec 29, 2025
•
Aurelion Research
Codestin Search App
2
Codestin Search App
Codestin Search App
4
Free Tech Thematic Research Report & 2 Actionnable Ideas
Cross-Border Alpha: Exploiting the Canada-US Valuation Gap
Dec 27, 2025
•
Aurelion Research
Codestin Search App
12
Codestin Search App
Codestin Search App
3
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
•
Leo
and
Aurelion Research
Codestin Search App
7
Codestin Search App
Codestin Search App
2
Oil 2026 Research Primer: A Comprehensive Market Analysis
A Framework For Reading The Oil Market In 2026
Dec 23, 2025
•
Aurelion Research
Codestin Search App
14
Codestin Search App
Codestin Search App
2
Most Popular
View all
Valaris : Unmatched Deepwater Value
Jul 22, 2025
•
Aurelion Research
Codestin Search App
34
Codestin Search App
4
Codestin Search App
2
BORR: The Offshore Bet
Aug 22, 2025
•
Aurelion Research
Codestin Search App
20
Codestin Search App
2
Codestin Search App
4
Transocean (RIG): The Last Big Bet in Offshore
Aug 6, 2025
•
Aurelion Research
Codestin Search App
16
Codestin Search App
Codestin Search App
3
Bruker (BRKR): A Textbook Double Whammy
Oct 14, 2025
•
Leo
and
Aurelion Research
Codestin Search App
16
Codestin Search App
Codestin Search App
5
Latest
Top
Discussions
Huntsman: The Long Road Back in Chemicals
Detailed Coverage Report: Valuing a Cyclical Business in Early Recovery
Dec 18, 2025
•
Aurelion Research
Codestin Search App
14
Codestin Search App
Codestin Search App
4
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
•
Aurelion Research
Codestin Search App
12
Codestin Search App
3
Codestin Search App
2
AI Needs Power - Thematic Research
A Safe Way to Play the AI Growth Story
Dec 4, 2025
•
Aurelion Research
Codestin Search App
18
Codestin Search App
Codestin Search App
2
An Insurance Re-Rating That Has Yet to Begin
Hidden gem in the financial landscape with improving fundamentals
Nov 27, 2025
•
Aurelion Research
Codestin Search App
11
Codestin Search App
Codestin Search App
2
Oil Tankers: The Smoothest Trade in Shipping
The momentum remains on the upside
Nov 25, 2025
•
Aurelion Research
Codestin Search App
15
Codestin Search App
Codestin Search App
3
The Next Big Nickel Story in North America
Why a C$300M valuation doesn’t match a multi-billion-dollar project
Nov 20, 2025
•
Aurelion Research
and
Case Resources
Codestin Search App
15
Codestin Search App
11
Codestin Search App
5
The Quantum Bubble (Part 2)
When the Narrative Collapsed
Nov 18, 2025
•
Aurelion Research
and
NathanP
Codestin Search App
9
Codestin Search App
Codestin Search App
3
See all
Aurelion Research
Independent equity research on global equities and commodities. Aurelion Index: +60% since July 2025.
Subscribe
Aurelion Research
Subscribe
About
Archive
Recommendations
Sitemap
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts