@BurnTheIndex

Investing in undervalued quality businesses with attractive growth potential.

 Belgium
burntheindex.substack.com/
Joined March 2026
  • Tweets625
  • Following35
  • Followers60
147Media
Check out my deep-dives and portfolio updates @substack burntheindex.substack.com
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$TMDX TransMedics is a great business in investment mode. But investors don’t seem to appreciate management prioritising growth over profitability. Here’s what you need to know ahead of Q3 earnings. burntheindex.substack.com/p/…
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$NVO is giving investors a headache. But are things all that bad? @TacticzH and I teamed up for an extensive analysis which you can find here: burntheindex.substack.com/p/… Please like and share if you think this is valuable information!
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Burn The Index retweeted
TacticzHazel
@TacticzHOct 16
$NVO is now down 75% from it's all-time high. Time to do another extensive update on where Novo currently sits, and for this occasion I teamed up with @BurnTheIndex Looks cheap looking purely at valuation metrics, but is that really the case? Full update can be found (for free) on my Substack. Link here: tacticzhazel.substack.com/p/… Please like and share if you thought this was valuable information!
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Insider trading activity at $CRWV. Having a hard time finding a chart with more sell dots on it.
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After last week's EVS guidance drama, @DaanHeijneman and I worked on a short article explaining what happened, and where the journey can go next for shareholders. Find it in the usual place!
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$ACN Accenture delivered good Q4 results, but guided for tepid growth. Its business model remains under pressure, especially by the Forward-Deployed Engineer (FDE) model, popularised by $PLTR Palantir. You can read my thoughts in the usual place.
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Based on the central order book, EVS could open anywhere between -10% and -20%. Or even lower.
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Funny. Also, if you blame her, don’t forget about the people voluntarily handing over their capital to a high risk fund with a terrible track record. And that in a time of a technological revolution.
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I think the all-time highs sketch the wrong picture about the market. We’re dealing with inflation, higher bond yields, bigger credit spreads, and just a handful of companies are carrying the S&P500 results.
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Difficult end of the week for Innoscripta shareholders. I jotted down my thoughts on the situation in the usual place.
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$ACN Accenture posted good Q4 numbers and a 1.2x book-to-bill ratio. FY27 guidance is enough to stave off any apocalyptic AI fears. I’m sticking to my original thesis: Accenture’s business model will drastically change, but won’t become obsolete.
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The portfolio is humming along quite well, up 20.8% YTD. No crazy numbers here, just a sustainable portfolio which does not require you to check your broker regularly. In this article you’ll find the transactions, portfolio holdings and performance, relevant news bits and something worth your time!
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Call me crazy but this measure is laser-focused on $FICO
Pulte
@pulteSep 28
We are Simplifying Mortgage Pricing following feedback from lenders and consumers. Instead of two separate pricing grids, which makes zero sense, Fannie and Freddie are hereby moving to ONE PRICING GRID with VantageScore joining the existing FICO Classic pricing grid.
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$NVO Novo’s Capital Markets Day may have left investors with more questions than answers. I put this article together to provide the necessary background, break down Novo’s strategy going forward, and explain what investors should take away from it.
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$META Every service whose moat is built, at least in part, on friction (insurance, subscriptions) is now in the eye of the Meta Muse storm. It reminds me of the early ChatGPT days, when it suddenly felt like all software was about to become irrelevant. This paradigm shift won’t make businesses obsolete, but rather erode their pricing power. Just my two cents.
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