Archive - The Wolf of Harcourt Street

Portfolio Review - August 2025

A New Position and Taking Profits on an Old One

55 mins ago •

Wolf of Harcourt Street

My Investment Philosophy

Balancing Growth, Discipline, and Long-Term Conviction

Aug 28 •

Wolf of Harcourt Street

Rubrik Quick Pitch

Why I Am Buying Shares in Rubrik (RBRK)

Aug 21 •

Wolf of Harcourt Street

NU: Record ARPAC and Surging Deposits

Nu Holdings (NU) Q2 2025 Earnings Analysis

Aug 16 •

Wolf of Harcourt Street

Adyen: Why the Stock Fell 20% (and Rebounded)

Adyen H1 2025 Earnings Analysis

Aug 15 •

Wolf of Harcourt Street

Sea: Unleashing the 'Holy Grail' of Growth Investing

Sea Limited (SE) Q2 2025 Earnings Analysis

Aug 13 •

Wolf of Harcourt Street

Uber: Platform Power Drives Record Profits

Uber Q2 2025 Earnings Analysis

Aug 8 •

Wolf of Harcourt Street

MercadoLibre: The Tried and Tested Playbook

MercadoLibre (MELI) Q2 2025 Earnings Analysis

Aug 6 •

Wolf of Harcourt Street

Portfolio Review - July 2025

Consolidating to 16 Positions

Aug 1 •

Wolf of Harcourt Street

July 2025

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