Investing in undervalued quality businesses with attractive growth potential.
Belgium
Joined March 2026
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Check out my deep-dives and portfolio updates @substack
burntheindex.substack.com
$Adyen cutting their EBITDA objective to double down on growth initiatives is a positive sign.
Q3 growth was excellent and management sees more opportunities coming from the recent acquisitions.
Take rates are slowly declining but that’s inherent to the business model and nothing to worry about.
It’s great to see management focusing on growth, and not holding to earlier guidance, just for the sake of it.
I don’t get investors’ negative reaction. They should be happy.
🤖 Made with AI
Burn The Index retweeted
Adyen groeit sneller dan verwacht, maar schrapt opnieuw zijn margedoel. $Adyen
De cijfers van Adyen lees je hier:
tijdvooraandelen.nl/artikel-…
Only policy matters to the stock market, not election results.
Brazil's sell-off on the back of the elections is a typical knee-jerk reaction by the market, offering great opportunities along the way.
It reinforces one of my key hypothesis around successfully investing: psychology matters a lot.
Here’s the position I started.
$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/…
$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!
Burn The Index retweeted
$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!
Insider trading activity at $CRWV.
Having a hard time finding a chart with more sell dots on it.
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!
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.
