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 call12 names· avg TR 7 | ||||||||
| A $2B SPAC zero — the tech was real, the business model never was; the only live residual is the IP estate now inside privately-held Confluence Genetics, not a tradeable Benson Hill. | — | 8 | ||||||
| The clear commercial leader in laser weeding with a real data flywheel and a fresh CFO-led pre-IPO posture — but penned into the narrow, cyclical specialty-crop niche with a ~$370M-marked-up-to-~$550M valuation that already prices the broadacre dream it has not yet earned. WATCHING, not buying, until the AutoTractor RaaS line and a credible row-crop path prove the TAM is bigger than vegetables. | — | 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 | ||||||
| A wide-moat seed/chem duopolist priced for steady compounding, sitting on a triple inflection — royalty flip to net out-licensor, the Bayer settlement unlocking corn/cotton licensing, and a 2H26 split that hands the clean-growth Seed business to SpinCo and dumps every legacy liability on Crop-Protection-Co; own the seeds, scrutinize the chem. | — | 0 | ||||||
| Best-in-class ag-equipment compounder at the bottom of a brutal large-ag cycle, already re-rated to ~32x on a trough-earnings recovery — the moat and the precision-ag option are real, but the price has front-run the recovery, so this is a high-quality WATCH, not a fresh entry. | — | 0 | ||||||
| A real ag-distribution disruptor that just admitted the hard part — the Oct-2025 GCS spin-off makes FBN an asset-light marketplace whose thesis now lives or dies on take-rate and lending, not on owning crop-protection inventory; an eventual IPO is a story, not a date, and the entry round you'd actually clear is a flat-to-down one. | — | 8 | ||||||
| A George Church / Flagship gene-editing platform whose entire "freedom-to-operate" moat — edit a rival's already-GM trait and call it your own — is precisely what Corteva is suing to invalidate; a Jan-2026 ~33% site layoff one year after a "robust" $144M raise says the commercialization clock is running faster than the cash. | — | 8 | ||||||
| The cautionary tale of the agtech bubble — a $3.5B "biology-will-rewire-farming" thesis that survived only by shrinking into a soil-carbon broker; the equity is impaired by ~94% and the surviving business is a thin-margin MRV middleman in a market with an additionality problem. WATCHING, not buyable — and not investable until there is a real revenue/margin disclosure, not a credit-tonnage press release. | — | 8 | ||||||
| A counter-cyclical compounder mid-re-rate — the destocking trough is behind it and the FY26 earnings snapback is real, but at ~¥2,900 / +81% off the lows the easy money is made; tariffs and a structurally weak NA ag market cap the upside from here. | — | 8 | ||||||
| A dead company — Zimeno/Monarch shipped 500 real tractors but never a real business; collapsed into an assignment-for-creditors and an IP-only Caterpillar acqui-hire. Uninvestable; value here is the post-mortem, not a position. | — | 8 | ||||||
| World's #1 potash producer + #1 ag-retailer, mid-cycle and cheap (~11x fwd P/E, 1.8x levered), self-help via portfolio simplification — a high-quality cyclical you buy near trough, not a compounder; BULLISH-tactical, not structural. | — | 8 | ||||||
| The category-defining gene-edited nitrogen-fixation company with real revenue (>$100M, 2023) and a tier-1 syndicate — but the product only displaces 15-30% of synthetic N, independent university trials largely fail to find a yield benefit, and it has not raised primary capital since its July-2021 $430M / $2B Series D; WATCHING a private name living off a five-year-old round whose terminal value hinges on an unresolved efficacy question. | — | 8 | ||||||