Archive - The Wolf of Harcourt Street

Shopee's Dominance in Southeast Asia's E-Commerce Market

The $128 Billion Market Opportunity

4 hrs ago •

Wolf of Harcourt Street

Portfolio Review - June 2025

Performance at the end of Q2

Jul 2 •

Wolf of Harcourt Street

June 2025

May 2025

April 2025

Nu Holdings: 2025 Financial Model and Valuation Update

What is the fair value of Nubank?

Apr 10 •

Wolf of Harcourt Street

Portfolio Review - March 2025

Performance at the end of Q1

Apr 1 •

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

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