The Wolf of Harcourt Street

The Wolf of Harcourt Street

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Balancing Growth, Discipline, and Long-Term Conviction
Aug 28 • 
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Portfolio Tracking That Actually Works
A Four-Year Review of Portseido
Oct 21 • 
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ASML: AI Momentum Sets a Floor for 2026
ASML Q3 2025 Earnings Analysis
Oct 16 • 
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28
The Succession: What’s Next for Mercado Libre
Lessons from the climbers & scalers podcast — Part 3
Oct 14 • 
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5 years, 9k investors, 15 questions
Book giveaway inside
Oct 10 • 
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Nu Holdings Investment Thesis
Jun 27, 2024 • Wolf of Harcourt Street
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Evolution AB Investment Thesis
Oct 12, 2023 • Wolf of Harcourt Street
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Adyen N.V. Investment Thesis
Sep 14, 2023 • Wolf of Harcourt Street
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Evolution: Trading Margin for Certainty
Jan 31 • Wolf of Harcourt Street
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Why I Sold Texas Instruments
A 22% Gain That Cost Me 60%
Oct 8 • 
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4
Mercado Libre’s Journey From Startup to Global Platform
Lessons from the climbers & scalers podcast — Part 2
Oct 3 • 
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Portfolio Review - September 2025
Outpacing the market at the end of Q3
Oct 1 • 
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How Mercado Libre’s Founders Built a $100B Business
Lessons from the climbers & scalers podcast — Part 1
Sep 25 • 
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12
Nu’s Customers Get 34x More Valuable Over Time
A deep dive into ARPAC by cohort and what it means for revenue in 2030
Sep 18 • 
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2
Rubrik: The Beat and Raise Playbook
Rubrik (RBRK) Q2 FY 2026 Earnings Analysis
Sep 11 • 
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47
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InPost: Growth Story or Value Trap?
InPost (INPST) Q2 2025 Earnings Analysis
Sep 3 • 
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The Wolf of Harcourt Street
The Wolf of Harcourt Street
Analyst-level Insights on the World’s Most Compelling Companies.
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