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.
Space
The only credible bet on FULL (both-stages) reuse besides SpaceX — a metallurgy/physics moat the others ducked — but it is a single-vehicle, zero-revenue, zero-flights company whose entire value is gated on one un-flown second stage surviving reentry; WATCHING, not investable, until Nova reaches orbit and the upper stage comes home intact.
Space· SPCX
A genuine launch-and-connectivity monopoly wrapped inside an unprofitable $2T+ aspiration stock — Starlink is the real business, but at ~110x sales the market is paying for Mars, orbital AI data centers, and a $60B Cursor bet that aren't earnings yet.