Archive - The Wolf of Harcourt Street

Portfolio Review - August 2026

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

Sep 1 • Wolf of Harcourt Street

August 2026

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

Portfolio Review - July 2026

Trimming What Ran and Buying What Fell

Aug 1 • Wolf of Harcourt Street

July 2026

Adyen: 2026 Financial Model and Valuation Update

What is the fair value of Adyen?

Jul 28

MercadoLibre: 2026 Financial Model and Valuation Update

What is the fair value of MercadoLibre?

Jul 16 • Wolf of Harcourt Street

Portfolio Review - June 2026

Performance at the midpoint of 2026

Jul 1 • Wolf of Harcourt Street

May 2026

Portfolio Review - May 2026

Selling My Biggest Winner of 2026

May 30 • Wolf of Harcourt Street

Take-Two Interactive Quick Pitch

Why I Am Buying Shares in Take-Two Interactive (TTWO)

May 23 • Wolf of Harcourt Street

Sea: The Triple Engine Firing on All Cylinders

Sea Limited (SE) Q1 2026 Earnings Analysis

May 16 • Wolf of Harcourt Street

Uber: 50 Million Members and Record Margins

Uber Q1 2026 Earnings Analysis

May 10 • Wolf of Harcourt Street

Portfolio Review - April 2026

May 1 • Wolf of Harcourt Street

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