The Index
400 dossiers
A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.
Agtech
The category-defining gene-edited nitrogen-fixation company with real revenue (>$100M, 2023) and a tier-1 syndicate — but the product only displaces 15-30% of synthetic N, independent university trials largely fail to find a yield benefit, and it has not raised primary capital since its July-2021 $430M / $2B Series D; WATCHING a private name living off a five-year-old round whose terminal value hinges on an unresolved efficacy question.
Agtech· NTR
World's #1 potash producer + #1 ag-retailer, mid-cycle and cheap (~11x fwd P/E, 1.8x levered), self-help via portfolio simplification — a high-quality cyclical you buy near trough, not a compounder; BULLISH-tactical, not structural.