Archive - The Wolf of Harcourt Street

March 2025

Adyen: 2025 Financial Model and Valuation Update

What is the fair value of Adyen?

Mar 28 •

Wolf of Harcourt Street

MercadoLibre: 2025 Financial Model and Valuation Update

What is the fair value of MercadoLibre?

Mar 19 •

Wolf of Harcourt Street

Evolution: 2025 Financial Model and Valuation Update

What is the fair value of Evolution?

Mar 13 •

Wolf of Harcourt Street

Sea: The $100 Billion Milestone

Sea Limited (SE) Q4 2024 Earnings Analysis

Mar 5 •

Wolf of Harcourt Street

Portfolio Review - February 2025

A New Position and the Sale of an Existing Holding

Mar 1 •

Wolf of Harcourt Street

February 2025

NU: Hidden Pressures Under the Hood

Nu Holdings (NU) Q4 2024 Earnings Analysis

Feb 25 •

Wolf of Harcourt Street

MercadoLibre: Accelerating at Scale

MercadoLibre (MELI) Q4 2024 Earnings Analysis

Feb 21 •

Wolf of Harcourt Street

Airbnb: The Next Chapter

Airbnb (ABNB) Q4 2024 Earnings Analysis

Feb 17 •

Wolf of Harcourt Street

Adyen: Profit Margin Reaches Three-Year High

Adyen H2 2024 Earnings Analysis

Feb 14 •

Wolf of Harcourt Street

Uber: Record User Engagement

Uber Q4 2024 Earnings Analysis

Feb 6 •

Wolf of Harcourt Street

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