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.
| A commercial-imagery company that quietly became a sovereign-defense satellite-services contractor — the backlog (+72%) and the Rule-of-40 inflection are real, but a $1.5B ATM on top of ~30x sales means the bet is now whether durable government demand outruns relentless dilution. | — | 8 | |
| Best-in-class aerospace-aftermarket compounder firing on all engines (18% organic, record margins) — but the moat is in the price; at ~60x forward earnings the stock is a great company priced as a bond you can never lose on, and any organic deceleration re-rates it hard. | — | 8 | |
A AST SpaceMobilecatalyst in 42d | A pre-revenue option on owning the only direct-to-unmodified-phone cellular layer in space — FCC-blessed and ~$4.5B-funded through ~90 satellites, but the entire bull case is a single binary that resolves in 2027: can it manufacture, launch, and switch on a 45–60 satellite constellation before Starlink's good-enough text/voice layer makes "broadband from space" a feature nobody pays a premium for. At ~$31B on $71M of 2025 revenue, the market is already paying for flawless execution it has not yet seen. | — |
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