Boston Scientific (BSX): New Position
Company meeting and why we're buying the drawdown
Aurelion Research
Independent research on global equities and commodities. Aurelion Index 1-year return: +120%
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Latest posts
New Position: Long-Term Compounder in Surgical Robotics
Cheap valuation and best-in-class margins
New Position: A High-Conviction Bet on Copper
An undervalued copper producer at an inflection point
India Primer: The World's Next Growth Story
A closer look at India's economy and long-term potential.
New Position: Our Favorite LATAM Bank
A scalable digital banking platform at an attractive inflection point
Portfolio Review
A look at every holding amid Q2 earnings season and Fed uncertainty, plus our current shortlist
Commodity Memo: Navigating the Mining Cycle
Exploring the key trends driving gold, silver, and copper prices, from monetary uncertainty to AI infrastructure demand.
New Position: High Growth Industrial Compounder
Deep-dive into an emerging compounder
Thoughts on Markets, July 2026
AI's price is collapsing. Meta is selling spare compute, China gave away a frontier model Kimi, and chip stocks fell 18%. Five takeaways for investors.
Latin America: Go Big or Go Home
Positioning into the next global capital rotation