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.
| 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. | — | 8 | |
| A counter-cyclical compounder mid-re-rate — the destocking trough is behind it and the FY26 earnings snapback is real, but at ~¥2,900 / +81% off the lows the easy money is made; tariffs and a structurally weak NA ag market cap the upside from here. | — | 1 | |
| Best-in-class ag-equipment compounder at the bottom of a brutal large-ag cycle, already re-rated to ~32x on a trough-earnings recovery — the moat and the precision-ag option are real, but the price has front-run the recovery, so this is a high-quality WATCH, not a fresh entry. | — | 1 | |
| A wide-moat seed/chem duopolist priced for steady compounding, sitting on a triple inflection — royalty flip to net out-licensor, the Bayer settlement unlocking corn/cotton licensing, and a 2H26 split that hands the clean-growth Seed business to SpinCo and dumps every legacy liability on Crop-Protection-Co; own the seeds, scrutinize the chem. | — | 1 | |
| A structurally-sound #2 ag-equipment franchise at trough earnings and a 0.84x EV/Sales — but the bull case rests on a 2027 cyclical recovery that tariffs, a self-inflicted precision-tech gap vs Deere, and Brazil credit stress can each defer. WATCHING — own the cycle turn, not the current print. | — | 1 | |
| A real ag-biologicals franchise (Rizobacter) trapped inside an over-levered Cayman holdco in going-concern doubt — creditors are credit-bidding the US crown jewels for cents, $222M of debt matures in FY2026 against $14M cash, and the equity at $0.42 is a near-worthless option on a restructuring, not an investment in the science. | — | 1 | |
A | 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. | — | 1 |