Burn The Index
Helping you invest with more conviction.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 32 | Founded | 5 months ago | Last Issue | 6 days ago |
| Active | |||||
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burntheindex.substack.comLatest Issues
EVS: The engine behind major sporting events
Hi there,
It’s one of those summers where major sport events align on the calendar. Wimbledon just ended, we’re almost through the 2026 World Cup, and the Tour de France just started.
That tends to be a good time for a company called EVS...
Portfolio update: Buying a founder-led, undervalued and highly profitable R&D refund specialist
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.
Disclaimer: I am investing my own money. Do your own research. This art...
Ashtead Technology: From rental rack to integrated partner
Hi there,
There’s no better time to review Ashtead, a UK-listed small-cap that provides specialised underwater equipment and technical expertise required to build, maintain, and decommission oil, gas, and offshore wind infrastructure on th...
Interview with the CEO of Innoscripta
I had the opportunity to speak with the CEO of Innoscripta, the German small-cap that helps companies claim government refunds and grants for their R&D efforts through a software called Clusterix.
The company was founded in 2012, went publ...
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....
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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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