Better research.
Continuous improvement.

About Melius  Our Services

Driving productivity in the research process.

Melius Research was founded in October 2017 as an independent, equity investment research boutique. The seven founding partners share a common vision for creating a best-in-class product that continuously improves the investment research process through increased productivity and original thinking. We find inspiration in being truly independent and partnering with our clients to make better investment decisions.

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Commitment to
best-in-class research content.

Our Research Edge

A purely subscription based model allows clients to pay for what they want/need from their partners in an explicit manner.

Core

A core subscription offers an entry level solution for those seeking connection with our thoughts, ideas, sector coverage, and macro work in read-only format.

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Core Plus

A Core Plus subscription offers all benefits of being a Core client but adds a higher level of connectivity with the firm’s resources.

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Priority

A Priority subscription is our highest tier offering, designed for the needs of successful money-managers looking for a tangible edge to outperform their peers.

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What’s new.

Research Report
February 20, 2018

BA: Dream Big… Why Not Go After GE Aviation?

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By: Carter Copeland Is M&A the next leg of BA’s transformation? We think BA is still in the early stages of a once-in-50-year transformation focused on becoming a higher return, lower risk…

Research Report
February 20, 2018

Better Truck History Shows Cycle Duration and Efficiency Risk to Growth in Machinery

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By: Rob Wertheimer  Truck cycle analysis suffers from a short history of available data, with the widely used ACT series going back only to 1996. We dug up a longer history for…

Research Report
February 15, 2018

EMR: Still a Top Pick

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By: Scott Davis Analyst day was well attended, mostly long only community vs. HF’s, mostly NYC and Boston folks.  General mood among attendees was bullish – most people like this…

Research Report
February 15, 2018

Airbus: Back on Track? Feels Like It

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By: Carter Copeland We’ve been bullish on the multi-year outlook for Airbus for the last several years, but admittedly our optimism has been modestly tempered over the last ~6 months…

Research Report
February 14, 2018

Cycles and Unexpected Outcomes on Fleet Dynamics

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By: Rob Wertheimer  A theme in our fleet and cycle work is that when normal sales on aging and shrinking fleets run into a surge in demand, results can be…



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