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· AGCO
A cycle-trough, Europe-funded margin story trading at a deserved peer discount — own it for the 2026-27 ag recovery and the PTx self-help, but the entire thesis rests on EME holding up while North America bleeds tariff dollars and PTx Trimble proves it isn't a $2B impairment-in-waiting.
Agtech
A $2B SPAC zero — the tech was real, the business model never was; the only live residual is the IP estate now inside privately-held Confluence Genetics, not a tradeable Benson Hill.