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.
No call4 names· avg TR 8 | ||||||||
| A genuine semiconductor moat wrapped around a sub-scale, still-unprofitable medtech — the Midjourney/Embedded licensing pivot is real and re-rates the story, but at ~10x forward sales with episodic licensing revenue and a founder selling, the price already imputes the platform it has not yet proven. | — | 8 | ||||||
H Hyperfinecatalyst in 43d | A real, FDA-cleared portable-MRI razor finally finding its blade — Q1 device units +67% and runway into 2028 de-risk the going-concern story, but at ~$22M revenue and a ~$140M cap it is still a sub-scale, founder-controlled call option on point-of-care neuro-imaging, not yet a business. | — | ||||||
| Cheapest large-cap medtech (fwd P/E ~13x, ~half of BSX/SYK) finally inflecting — PFA + Hugo + an Elliott-forced cost/portfolio reset put a credible re-rating in play, but the whole thesis rests on one unproven number: does organic growth hold above 5%? | — | 8 | ||||||
| A first-mover NGPS tools story whose commercial engine is going backwards (revenue −20% in FY25, −69% in Q1'26 to $258K) while it bets the company on Proteus by end-2026; ~$190M cash funds the bet, but a 69%-Rothberg-controlled sub-$1 microcap with collapsing instrument demand is a binary option, not an investment — WATCHING until Proteus ships and consumable pull-through proves real. | — | 8 | ||||||