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· ZBH
The #1 knee/hip implant franchise priced for failure (~12x fwd EPS) — but it is the value trap until it proves organic growth can clear 3% without the Paragon/Monogram M&A crutch and stops losing the robotics war to Mako. Cheap is the thesis and the warning.
Robotics· ZBRA
A cheap, well-run AIDC compounder mis-tagged "robotics" — it just SOLD its robots; the real bet is whether ~4% organic hardware growth + buybacks + a tariff-refund kicker re-rates a 13x stub the Street already targets at $330.