Burn The Index
Helping you invest with more conviction.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 28 | Founded | 4 months ago | Last Issue | 7 days ago |
| Active | |||||
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burntheindex.substack.comLatest Issues
Portfolio update: July 2026
Hi there,
Our portfolio launched in May of this year, and currently holds 3 positions and 1 option play. The goal is simple: outperform the S&P 500 by owning high-quality, dominant businesses.
My approach to investing is straightforward....
Accenture: Through the lens of a consultant
Hi there,
ChatGPT launched on November 30th, 2022. Since then, Accenture’s stock price went from hero to zero, declining 58% in the process.
It doesn’t take a genius to figure out that AI is making a lot of investors nervous about the fut...
Shortlist update: 5 portfolio candidates
The Burn The Index portfolio is live since May 2026 and exists out of 3 long positions (Constellation Software, Kinsale Capital and Kaspi) and 1 option play (TransMedics).
This article explains my thinking on 5 companies that are starting...
Interview with David Ferguson of Kaspi.kz
There’s a lot going on at Kaspi these days. The business is still growing fast in Kazakhstan, they locked in a new Eurobond, the Hepsiburada turnaround is in full swing, and Tencent joined the party.
No better time to sit down for a conver...
Portfolio update: Buying a super-app compounder
Hi there,
You can track my investment activity through these portfolio updates. I will share my trade details and provide the necessary context around each decision.
Here are the latest updates:
I primarily focus on quality businesses....
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Authors
The writers behind this newsletter.
I’m a concentrated investor with a background in Private Equity. My focus is on quality stocks with a durable competitive advantage. Follow along to track my portfolio and to receive comprehensive stock analyses.
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