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.
Robotics· ALNT
A well-run, deleveraging precision-motion roll-up whose ~0.8% organic growth has been lapped by a +99% / 12-month stock that now trades at ~67x P/E and ~24x EV/EBITDA — the SAME EBITDA multiple as Ametek at 1/20th the scale and quality, and ~20-45% above every published analyst target. Quality business, dislocated price. WATCHING / lean BEARISH on valuation, not on the company.