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.
No call3 names· avg TR 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 | |||||
| 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 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 | ||||||