The Index
400 dossiers · 1 need attention
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.
Energy· AEE
A best-in-class regulated growth utility whose 6–8% EPS CAGR is now under-written by real, contracted data-center load (2.2 GW signed) and ~10.6% rate-base growth — but the market already pays 20x for it, the FCF is structurally negative, and the entire thesis rides on Missouri and Illinois regulators staying constructive.
Energy· AMPX
A real, first-mover aviation/drone battery franchise inflecting to its first profitable year — but priced at ~17x guided 2026 sales with a China related-party supplier (Berzelius, ~36% of COGS, tied to the founder) now the subject of an active short report; the franchise is bullish, the stock is a show-me on revenue quality.