Burn The Index
Deep research in undervalued stocks with a durable competitive advantage.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 47 | Founded | 6 months ago | Last Issue | 5 days ago |
| Active | |||||
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burntheindex.substack.comLatest Issues
LeMaitre Vascular: Betting on Niche Open Surgery Devices
Hi there 👋,
LeMaitre Vascular was founded in 1983 with the intent to design medical devices that lower the high rate of leg amputations caused by vascular disease.
Fast forward 43 years and you will find that LeMaitre is a household nam...
Portfolio Update: August 2026
Hi there 👋
The Burn The Index portfolio launched in May 2026 and exists out of five positions. So far, we have generated a return of 17%.
If you would have invested the same amount of money on the same days in the S&P500, your return wo...
Interview with the CEO of I-Tech AB
I had the opportunity to speak with Markus Jönsson who is the CEO of I-Tech. For those unfamiliar with the business: I-Tech is a Swedish small-cap whose business revolves around the product Selektope, an antifouling agent that prevents barn...
Innoscripta Q2 2026: Panic or Opportunity?
Hi there 👋
Innoscripta dropped Q2 results. The market’s initial reaction is ugly with a 10% drop in the share price as I write this article. Let’s dive in.
The Results and Outlook
First, the good news. H1 2026 YoY revenue growth was...
5 Out-of-Favor Heavyweights to Watch
Hi there 👋,
Getting caught out of position is what keeps CEOs up at night. Yet that is the new reality for 5 industry-leading companies on my watchlist. They either suffer from post-pandemic whiplash, or are labelled redundant on the back...
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Investing in undervalued quality businesses with attractive growth potential
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