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AAG Research

My purpose is to find the truth by pursuing my passion: uncovering situational value stocks positioned for both short and long term price appreciation. Vision: becoming a trusted source of opportunities known for embracing quality and honesty.

aagresearch.substack.comSource feed ↗20 episodes

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Latest episodes

A Junior Gold Stock Remains Undervalued After Recent Progress

One of the lowest-capex paths to production has been secured, yet the market has barely reacted. My updated analysis shows clear upside remains.

Why I’m Raising Cash Right Now

Short, honest reflections on a portfolio decision

What My Stocks Have Been Up To: April 2026 Edition

Permitting Wins, Drill Results, Financings & Execution Progress

Iran: The World’s Fortified Highway – 2026 War Sitrep (Free Report)

A history of Iran, its geography, and the ongoing conflict

This thesis is nuts

Summary

The Next Chapter of My Deep Value Research (and a massive thank you)

About the blog

The making of a new gold miner

Massive upside if it executes. Very cheap developer even if they don't execute

2025 portfolio review: Good returns in metals, shipping and mining

Reflecting on a great year in metals, mining, and strategic portfolio moves

Selling Boab Metals for a 400%+ gain

Selling Boab Metals

The Ultimate Guide to Undervalued Silver Developers Worldwide

Top Picks for 2025 Investments in the Pre-Revenue Space

Doubling my investment in one of my stock picks

Riding the wave

Why I moved to Andorra

There is no perfect time, just do it

Platinum Group Metals: A Comprehensive Supply and Demand Forecast to 2050

PGM Crisis Looms: 90% Grade Drop Since 1800, Deficits to 2050

The Tide Is Turning: Shorting 14 Stocks

How I Used Data to Bet Against Overvalued Stocks in a Volatile Market

Selling 50% of my portfolio at a 62% average return

The Culling

Analyzing the value of currencies

History, price mechanisms and case studies of currencies

My portfolio and one of the accounts I manage

Introduction

Buying a new top pick PGM stock

Deep dive into one of the largest PGM projects and an update on the market

Selling a mineral exploration firm: 89% gain

My purpose is to find the truth by pursuing my passion: uncovering situational value stocks positioned for both short and long term price appreciation. Vision: becoming a trusted source of opportunities known for embracing quality and honesty.

Podcast with Brandon Beylo @marketplunger1

It was great to chat once again with Brandon Beylo @marketplunger1. We talked about silver, mining, investing and $BML @BoabMetals