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 - December 2025

Revealing the total return for 2025

Dec 31, 2025 • Wolf of Harcourt Street

Portfolio Review - November 2025

Remembering your why

Nov 29, 2025

Q&A with Evolution Investor Relations

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

Nov 8, 2025 • Wolf of Harcourt Street

Portfolio Review - October 2025

Nov 1, 2025 • 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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