The Wolf of Harcourt Street
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My Investment Philosophy
Balancing Growth, Discipline, and Long-Term Conviction
Aug 28
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Rubrik: The Beat and Raise Playbook
Rubrik (RBRK) Q2 FY 2026 Earnings Analysis
Sep 11
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InPost: Growth Story or Value Trap?
InPost (INPST) Q2 2025 Earnings Analysis
Sep 3
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36
10
Portfolio Review - August 2025
A New Position and Taking Profits on an Old One
Aug 30
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Rubrik Quick Pitch
Why I Am Buying Shares in Rubrik (RBRK)
Aug 21
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Nu Holdings Investment Thesis
Jun 27, 2024
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Evolution AB Investment Thesis
Oct 12, 2023
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Adyen N.V. Investment Thesis
Sep 14, 2023
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Evolution: Trading Margin for Certainty
Jan 31
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NU: Record ARPAC and Surging Deposits
Nu Holdings (NU) Q2 2025 Earnings Analysis
Aug 16
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Adyen: Why the Stock Fell 20% (and Rebounded)
Adyen H1 2025 Earnings Analysis
Aug 15
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Sea: Unleashing the 'Holy Grail' of Growth Investing
Sea Limited (SE) Q2 2025 Earnings Analysis
Aug 13
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Uber: Platform Power Drives Record Profits
Uber Q2 2025 Earnings Analysis
Aug 8
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4
MercadoLibre: The Tried and Tested Playbook
MercadoLibre (MELI) Q2 2025 Earnings Analysis
Aug 6
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Portfolio Review - July 2025
Consolidating to 16 Positions
Aug 1
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Market Movers - 26 July 2025
Stocks covered: SE, UBER, ADYEN, NU, MELI
Jul 26
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The Wolf of Harcourt Street
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