The Wolf of Harcourt Street | Substack

My Investment Philosophy

Balancing Growth, Discipline, and Long-Term Conviction

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Wolf of Harcourt Street

Q&A with Evolution Investor Relations

Exclusive Q&A with Evolution AB’s Investor Relations on moats, strategy, regulation, and communication priorities.

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Wolf of Harcourt Street

Portfolio Review - October 2025

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Wolf of Harcourt Street

Evolution: Are Asia’s Problems Becoming Unfixable?

Evolution AB Q3 2025 Earnings Analysis

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Wolf of Harcourt Street

Portfolio Tracking That Actually Works

A Four-Year Review of Portseido

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The Wolf of Harcourt Street

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