Burn The Index | Substack

My investment approach

How I think and go about investing

Mar 12 • Burn The Index

Portfolio

Portfolio update: Buying a super-app compounder

Jun 9 • Burn The Index

Portfolio update: June 2026

Jun 2 • Burn The Index

Portfolio update: Adding the 8th world wonder

May 14 • Burn The Index

Deep dives

AerCap: Dominant in an industry short of everything

May 26

Firefly AB: Invisible but essential infrastructure

May 13

I-Tech AB: The Swedish secret sauce making ships more efficient

Apr 23

Burn The Index

Burn The Index

Helping you invest with more conviction.

Recommendations

The Valuation Framework

The Valuation Framework

EquityLab's Substack

EquityLab

The Market Dispatch

The Market Dispatch

R-Capital's Substack

R-Capital Research

Flashpoint | Deacon Brantley

Flashpoint | Deacon Brantley

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Burn The Index

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