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.
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| "The 'Maxar' instrument has dissolved — Lanteris (the satellite-builder) was sold to Intuitive Machines (LUNR) in Jan 2026, leaving the private residual = Vantor, an Advent carve-out repricing 30 cm imagery as defense-software ahead of a ~$14.5B exit. WATCHING the Vantor IPO/strategic-exit; the only tradeable Maxar today is LUNR's space-systems half." | — | 8 | |
| The category-defining digital-ag platform is now a non-core software unit inside a balance-sheet-stressed Bayer that gives it away to sell chemicals — great product, captive owner, no clean way to own it. | — | 8 | |
| Path-to-tradeable already resolved — Marvell bought Celestial for $3.25B upfront (+$2.25B earnout) and closed Feb 2, 2026; the only way to own this thesis is MRVL, and the bet is whether photonic scale-up I/O hits a $1B run-rate by FY29 or stalls at a science-fair demo. | — | 8 | |
| The most physically capable humanoid in the world, wholly bankrolled by its own customer (Hyundai) — which is exactly why the standalone economics are unprovable until a third party pays full price in 2027. | — | 8 | |
| "The platform pioneered AI drug discovery and was real; the public-market vehicle and the unit economics were not — a £1.5bn SPAC that destroyed ~96% of value and was taken private by its founders at a ~€40-57m carcass. UNINVESTABLE as a public name (delisted); WATCH only as a private/strategic-acquisition tell for the ai-bio thesis. The lesson, not the ticker, is the asset." | — | 8 | |
| No verdict yet | — | — |