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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
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Why Does Celsius Deserve a Closer Look?
How Celsius Can Turn 2026 Into a Step Up Year
Dec 29, 2025
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Free Tech Thematic Research Report & 2 Actionnable Ideas
Cross-Border Alpha: Exploiting the Canada-US Valuation Gap
Dec 27, 2025
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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
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Leo
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Oil 2026 Research Primer: A Comprehensive Market Analysis
A Framework For Reading The Oil Market In 2026
Dec 23, 2025
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Valaris : Unmatched Deepwater Value
Jul 22, 2025
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BORR: The Offshore Bet
Aug 22, 2025
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Transocean (RIG): The Last Big Bet in Offshore
Aug 6, 2025
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Bruker (BRKR): A Textbook Double Whammy
Oct 14, 2025
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Huntsman: The Long Road Back in Chemicals
Detailed Coverage Report: Valuing a Cyclical Business in Early Recovery
Dec 18, 2025
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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
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AI Needs Power - Thematic Research
A Safe Way to Play the AI Growth Story
Dec 4, 2025
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An Insurance Re-Rating That Has Yet to Begin
Hidden gem in the financial landscape with improving fundamentals
Nov 27, 2025
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Oil Tankers: The Smoothest Trade in Shipping
The momentum remains on the upside
Nov 25, 2025
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The Next Big Nickel Story in North America
Why a C$300M valuation doesn’t match a multi-billion-dollar project
Nov 20, 2025
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The Quantum Bubble (Part 2)
When the Narrative Collapsed
Nov 18, 2025
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Aurelion Research
Independent equity research on global equities and commodities. Aurelion Index: +60% since July 2025.
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