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
April 24, 2018

3M: Downside of Extreme Diversification

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By: Scott Davis 3M is a fascinating company, incredibly unique in quality of product, established channels, pricing power, and geographic reach.  Its products sell across a very wide range of…

Research Report
April 24, 2018

LMT/Defense: Must’ve Already Been in the Price

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By: Carter Copeland  We sensed a growing desire among the fast money crowd to play LMT reversion vs. RTN/NOC into the quarter, which we think was behind much of the…

Research Report
April 24, 2018

ST: Back to Above Peer Growth

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By: Scott Davis The knock on ST has been growth below close peers like TE Connectivity and… also growth below industrial peers that we cover.  In a cyclical upturn, ST…

Research Report
April 24, 2018

Context on $2.00 Outlook Raise From 1Q18

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By: Rob Wertheimer  CAT’s 30% earnings beat and $2.00 guidance range in 1Q are why we focus on the direction of revenue, and why we keep writing on the theme…

Research Report
April 23, 2018

BA/AIR: What Almost No One Realizes About Aircraft Costs

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By: Carter Copeland  Comparing/contrasting BA/ERJ with AIR’s deal with Bombardier: If BA’s transaction for Embraer gets done, we presume the press will write that it’s a similar move to the…



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