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 - September 2026

The portfolio rebound in 2026 continues

Oct 1 • Wolf of Harcourt Street

Portfolio Review - August 2026

The market is losing patience with growth. I’m not.

Sep 1 • Wolf of Harcourt Street

NU’s Customers Are Getting More Valuable, Again

What the customer cohort data is revealing one year later

Aug 20 • Wolf of Harcourt Street

Uber: 2026 Financial Model and Valuation Update

What is the fair value of Uber?

Aug 11

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Nu Holdings Investment Thesis

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Evolution AB Investment Thesis

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Adyen N.V. Investment Thesis

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Rubrik Quick Pitch

Aug 21, 2025 • Wolf of Harcourt Street

The Wolf of Harcourt Street

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