HeyJaredBurn The Index
Investing in undervalued quality businesses with attractive growth potential
- Indexed issues, last 90 days
- 14
- Latest publication
- Sep 29, 2026
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- Earliest in this view
- Aug 20, 2026
Latest issues
Portfolio Update: September 2026 (opens the original)
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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 would have been 2.8%.<div class="i
📬 Portfolio update: Ashtead Technology (opens the original)
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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 gain on our investment (cost basis of £3.56 per share).That sounds great at face value. But is this a good deal for shareholders? And where in the M&A process are we exactly?Let’s get started.Ps. I wrote a deep-dive on Ashtead providing you with a better un
A Rude Awakening for Novo Shareholders (opens the original)
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Hi there 👋Novo hosted their Capital Markets Day earlier this week, and it is fair to say that investors were left disappointed as management’s guidance was underwhelming.That is on the back of multiple hyper-growth years, a stock decline of over 70% from its 2024 all-time highs, intensifying competition and a looming semaglutide patent cliff for selected countries.<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!yNBb!,f_auto,q_auto:good,fl_progressive:st
Interview with the CEO of Firefly AB (opens the original)
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Imagine a factory floor with machinery processing wood. Cutting that wood creates splinters. They can heat up in the feeding roller, fall onto the processing tray, mixed with dust, oil and pressurised air tubes. A fire breaks out, the fire extinguishing system actives and puts out the fire. Production is stopped, repairs are made. Very expensive.Now imagine a system that prevents all this, and extinguishes the threat before a real fire breaks out. Well, Firefly AB is a company that develops thes
Is Copart a Buy After the Q4 Results and the Acquisition of ACV Auctions? (opens the original)
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Wow. Quite the week for Copart shareholders. Not only did the company drop - dare I say - disappointing Q4 numbers, they also announced the acquisition of ACV Auctions.Shareholders must’ve blinked twice when they read the news. Finally some of that massive cash pile is being deployed on something other than buybacks.Investors were happy, excited, hopeful and depressed. All in one day:<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!8_6B!,f_auto,q_auto:go
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