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Burn The Index

Investing in undervalued quality businesses with attractive growth potential

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Substack
PricingOnly free issuesPublishesTwice weekly
Issues58Founded7 months agoLast Issue4 days ago
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Latest Issues

EVS: Opportunity or Problem?

Hi there 👋

EVS shareholders have had a miserable year. The share price is down a staggering 49% on the back of a guidance cut and ongoing erosion of trust in management.

Nobody had this on their bingo card. Instead, we all expected EVS t...

4 days ago
5

Accenture Investors Face A Palantir Dilemma

Hi there 👋

Accenture has been a talking point for months as part of the broader AI discussion. Every indication of weak results led to a strong drawdown.

To put this into perspective: ChatGPT launched on November 30th, 2022. Since then,...

9 days ago
3
1

Portfolio Update: Innoscripta

Hi there 👋

Innoscripta, one of our portfolio holdings, had a terrible week to say the least.

I’m briefly going to walk you through what happened, where we are today, and share my next steps.

Today’s article is a bit of a short one. I do...

13 days ago
3
1

Portfolio Update: September 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 20.8%.

If you would have invested the same amount of money on the same days in the S&P500, your return...

18 days ago
5
2

📬 Portfolio update: Ashtead Technology

Hi there 👋

Ashtead Technology (Ashtead), one of our portfolio holdings, received a non-binding indicative proposal from Ember Infrastructure Management (Ember).

The proposed price per share is £6.15, implying a potential 72% realised gai...

22 days ago
2

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  • Burn The Index

    Investing in undervalued quality businesses with attractive growth potential

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