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
November 21, 2017

What if Orders Reaccelerate?

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By: Carter Copeland Since our re-launching of coverage, we’ve fielded a lot of questions on Boeing and Airbus, most frequently, “What pushes these stocks higher?” and “Can the stocks work…

Research Report
November 21, 2017

Melius Industrials Strategy

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By: Scott Davis Multi-Industry & Electrical Equipment, Aerospace & Defense, Machinery Folks, today we are introducing the new Melius Industrials Macro Strategy Databook, representing the next evolution in our historical…

Research Report
November 16, 2017

ROK: : $225 WOW – View From the Front Row

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By: Scott Davis I’m literally sitting on the front row of the ROK annual analyst day, having spent much of the morning speaking to ROK employees, most of whom seem…

Research Report
November 16, 2017

Cummins Investor Day – Electric Truck Thoughts ahead of Tesla & A Few Thoughts on Capital and Growth

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By: Rob Wertheimer  There will probably be more people live blogging the Tesla truck launch event tonight at 11 EST than the Cummins Analyst day here in Indianapolis, though there…

press
November 15, 2017

Scott Davis – CNBC Clip “GE is an asset story at this point”

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Scott Davis speaks with CNBC’s “Squawk Alley” about what to do with the stock   



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