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 - March 2026

The Evolution (EVO) Post-Mortem.

Apr 4 • Wolf of Harcourt Street

Portfolio Review - February 2026

The art of doing nothing

Feb 28 • Wolf of Harcourt Street

Portfolio Review - January 2026

A Tale of Two Markets

Jan 31 • Wolf of Harcourt Street

2025 Annual Report

Managing Expectations to Maintain Focus

Jan 16 • 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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