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.
| A genuinely differentiated case-handling robotics moat wrapped around an ungovernable accounting-and-concentration core — adverse ICFR opinion + active SEC whistleblower probe + >90% Walmart revenue means the multiple is pricing a clean compounder that the filings say does not yet exist. | — | 1 | |
| A profitable EV maker priced as a solved-autonomy robotics company — the car business is shrinking, the GAAP profit prop (reg credits) is going to zero, and the entire ~190x multiple now rents on robotaxi + Optimus execution that is real but years behind the price. | — | 1 |