INDEPENDENT RESEARCH FOR PATIENT CAPITAL

Finding Value Where Markets
Stop Looking

Independent research on commodities, mining, shipping, and special situations — focused on neglected sectors, cycle inflections, and publicly tracked theses.
Each thesis is followed through updates, exits, ongoing results, and lessons learned — not just the winners.
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150+
Deep Dives
Public
Thesis Tracking
Generation Mining +429%
Open position — 2025 YTD
Investment Philosophy

Patient Research in Markets Most Investors Avoid

Alberto focuses on overlooked sectors where sentiment, capital flows, and commodity cycles can create large gaps between price and underlying value.

Commodity-Cycle Inflections

AAG Research studies markets where years of neglect, underinvestment, or poor sentiment may create asymmetric opportunities.
Uranium, copper, gold, silver, PGMs, and shipping cycles

Concentrated, Thesis-Led Thinking

The research does not try to cover everything. It focuses on a small number of situations where Alberto believes the market may be mispricing risk, timing, or long-term value.
Fewer ideas, deeper work, clearer tracking

Patience Through Volatility

Deep-value theses can take years to play out. The process requires patience, drawdown tolerance, and the discipline to separate temporary volatility from a broken thesis.
Built for patient investors, not short-term traders
PUBLIC THESIS TRACKING

Performance Shown With Context

AAG Research tracks selected theses from first publication through updates, exits, ongoing results, and mistakes. The full ledger separates closed ideas from open theses and includes both winners and losses.

67%

Avg. Return — Sold 2025
15 positions closed

172%

Avg. Return — Open
6 current positions

1,000%+

Uranium Trade (2017–22)
5-year hold period

356%

Top 2025 Win
Boab Metals
Stocks Sold in 2025
Returns since first report on the blog
Boab Metals
+356%
Goliath Resources
+199%
Hannan Metals
+122%
Radius Gold
+108%
Coppercorp
+80%
Inflection Resources
+32%
Gold
+31%
Azimut Exploration
+30%
District Metals
+26%
Aurion Resources
+12%
Star Bulk Carriers
+6%
Ero Copper
-14%
Mongolia Growth Group
-20%
AMRK
-25%
Average Return
+67%
Open Positions
2025 YTD returns — stories not over yet
Generation Mining
+429%
Liberty Gold
+220%
Bravo Mining
+170%
Okeanis Eco Tankers
+72%
Manolete Partners
-33%
Average Return
+172%
Uranium Trades (2017–2022)
1,000%+ avg. return — 5 year hold
Boss Energy
+1,452%
Vimy Resources
+1,229%
Global Atomic
+1,138%
Bannerman
+841%
Encore Energy
+503%
AAG Research provides general investment research and education only. It does not provide personalized financial advice. All investments involve risk, including loss of capital.
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Trusted by Serious Investors

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4,400+

Active Subscribers

67%

Avg. Return (2025 Sold)

172%

Avg. Return (Open)

1,000%+

Uranium Trade Return
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"Your deep dives are impressive (e.g. shipping). Thank you and keep it up!"
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"Hey! Made a ton of profit in 2025 investing in GENM, BRVO and PGM etfs, thank you for your work!!"
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AAG Research provides general investment research and education only. It does not provide personalized financial advice. All investments involve risk, including loss of capital.
Independent deep-value research for patient investors in overlooked markets.
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