Who is behind @AAGresearch?

AAG are just the initials for my name: Alberto Álvarez González. The reason I chose the the ending “research” is just because that is what I love doing: reading reports to hunt for investing opportunities. I think investing is very similar to the work a historian or a journalist might do: finding the truth about something by learning and thinking. I have always loved learning about almost anything: mathematics, physics, geography, art and particularly history. And I consider investing a great way to turn knowledge into money.

I put hundreds of hours of research into each report, I do it because I love hunting for opportunities.

I carry out all the research and writing you find in the reports you see in this blog. In that sense you can say this blog is a one man job. However, this blog would not be possible without the support (in every sense of the word) of my wife Yeimy, with whom I live. To her I thank all that I have achieved.

What Paid Subscribers Get

As a paid subscriber you receive full access to:

• Every detailed 30–40 page research report (my full deep-dive analysis).

• Real time trade alerts and portfolio updates. I share every position I take, the moment I take it.

• Exclusive deep-dive analysis, inflection points and situational value opportunities in unloved sectors (mining, metals, uranium, shipping, deep value and special situations).

• Direct participation in our private community of serious investors.

The Annual plan offers the best value and is the option most of our members choose. You can see the current pricing and plans here (or scroll down to the membership section below).

As a Founding Member subscriber you will also get a guaranteed quarterly group video call with me. I will answer any questions you may have.

Why subscribe?

I have been investing in the stock market for over 12 years. I am deeply passionate about learning and hunting for investing opportunities. From 2017 to 2022 I was fully invested in the uranium market, in which I returned around 1000% on my money.

My best stocks were:

Global atomic (1138%)

Boss Energy (1452%)

Encore Energy (503%)

Vimy Resources (1229%)

Bannerman (841%)

I invested in 10 stocks in the uranium market. My worst stock was ALX resources which returned 90%. After selling all my uranium stocks in 2022 I made enough money to become financially independent and I quit my job. Since then I am 100% focused on researching stocks for opportunities.

On February the 29th I decided to start a blog to write about my investments and how I approach investing.

For two years I wrote this blog completely for free, with the sole intention of helping serious investors and getting direct feedback on my ideas. As the community grew to thousands of engaged readers, I started receiving dozens of emails and messages every week.

In order to continue answering everyone personally while maintaining the depth of research, AAG Research is now a paid Substack newsletter. Free subscribers receive occasional public updates and selected teasers.

Paid subscribers get full access to everything: Every detailed 30–40 page research report, real time trade alerts and portfolio updates (I share every position I take), exclusive deep dive analysis, and direct participation in our private community of serious investors. My commitment remains unchanged: Radical transparency, rigorous research, and high-conviction ideas in unloved sectors. The paid model simply allows me to dedicate the hundreds of hours required for this level of work without compromise.

My education background

Undergraduate degree in Accounting and Finance.

MA in Value Investing and Austrian School Economics.

MSc in Big data and Data Science programming.

My approach

My circle of competence includes mining, shipping, especial situations, and deep value opportunities. I search in any every market except China due to the lack of accounting standards and opacity in information. My approach is always bottom up, searching for stocks on an individual basis, however if I see market trends that the market isn´t pricing in I will invest in them.  I search for tailwinds in the industry my stocks are operating in. I also seek for out of favour or unknown industries and stocks, which tend to be the most mispriced. Although cash flow is important in my criteria, if the stock is trading to a large discount to the market value to its assets, I’m happy to invest in them.

I will publish whenever I have something interesting to share. This means that I may not publish anything new for weeks or even (many) months, depending on the opportunities I find, and the time it requires me to do in depth analysis of opportunities. I will always prioritize quality over quantity in my work, even if this means delaying the publishing date of a newsletter.

I believe the best trades and investments are those in which you are the best informed party in that transaction. And I believe that the best information requires hard work and intelligent analysis. I tend to hold stocks for an average of 5 years or so.

I don’t do ads in my blog, and I don’t accept fees from companies for writing about them. I don´t live off my blog, I live off my investments. I just want to get my ideas known and get feedback to further improve my analysis . At times I may be wrong, and I will try to recognize so and learn from my mistakes.

My favourite quote:

“We go slowly, because we are heading far.”

Diego Guerrero.