Burn The Index
Deep research in undervalued stocks with a durable competitive advantage.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 39 | Founded | 5 months ago | Last Issue | 3 days ago |
| Active | |||||
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burntheindex.substack.comLatest Issues
Constellation Software Q2 2026: What Now After The 5% Drawdown?
The Results and Outlook
Revenues grew 17% YoY to $3.4 billion. Organic growth was unimpressive with 3%, but this was mainly due to an accounting fluke with its subsidiary Altera, as well as some other anomalies that were expected by m...
Kaspi Q2 2026: Still a Buy After Earnings?
The Results and Outlook
Kaspi Q2 revenue increased 15% YoY to $2.3 billion and net income was stable at $539 million (23.3% margin), even with investments in Turkey and high funding costs in Kazakhstan.
E-commerce remains the primary...
5 Small-Caps That Deserve a Closer Look
There’s around 40,000 to 50,000 publicly listed companies out there. A sizeable share of those are small-caps (market cap below $3 billion), yet only a fraction combine a robust business model, a healthy balance sheet that provides optional...
Portfolio update: Revisiting the option play on TransMedics post Q2
The original transaction
I sold put options on TransMedics for $2.40 per contract on May 9th. These options expire on January 15, 2027, and have a strike price of $40. This means I get the instant premium, and have to buy the shares i...
Ferrari Group PLC: The proxy for luxury
High value transportation is an invisible yet essential part of daily operations in the luxury industry. And Ferrari Group PLC is right in the middle of it. This Italian owner-operator caught my eye because of its healthy fundamentals, prox...
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Authors
The writers behind this newsletter.
Private investor with a background in private equity. Focused on identifying undervalued, high-quality businesses with durable competitive advantages. Follow along as I share my research and portfolio.
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