The Wolf of Harcourt Street | Substack

My Investment Philosophy

Balancing Growth, Discipline, and Long-Term Conviction

Aug 28, 2025 • Wolf of Harcourt Street

Portfolio Review - May 2026

Selling My Biggest Winner of 2026

May 30 • Wolf of Harcourt Street

Take-Two Interactive Quick Pitch

Why I Am Buying Shares in Take-Two Interactive (TTWO)

May 23 • Wolf of Harcourt Street

Sea: The Triple Engine Firing on All Cylinders

Sea Limited (SE) Q1 2026 Earnings Analysis

May 16 • Wolf of Harcourt Street

Uber: 50 Million Members and Record Margins

Uber Q1 2026 Earnings Analysis

May 10 • Wolf of Harcourt Street

Most Popular

Nu Holdings Investment Thesis

Jun 27, 2024 • Wolf of Harcourt Street

Evolution AB Investment Thesis

Oct 12, 2023 • Wolf of Harcourt Street

Adyen N.V. Investment Thesis

Sep 14, 2023 • Wolf of Harcourt Street

Rubrik Quick Pitch

Aug 21, 2025 • Wolf of Harcourt Street

The Wolf of Harcourt Street

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