Archive - The Wolf of Harcourt Street

Evolution: Revenue Growth Slows, but Shareholder Returns Set to Soar

Evolution AB Q2 2024 Earnings Analysis

Jul 21 •

Wolf of Harcourt Street

North Star Metrics ⭐️

A Single Metric that Defines Success

Jul 11 •

Wolf of Harcourt Street

Market Movers - 6 July 2024

Stocks covered: SE, EVO, NIO, ADYEN, AMZN, APR.WA, NU

Jul 6 •

Wolf of Harcourt Street

June 2024

Portfolio Review - June 2024

Performance at the end of Q2

Jun 30 •

Wolf of Harcourt Street

Nu Holdings Investment Thesis

Nubank (NU) Deep Dive

Jun 27 •

Wolf of Harcourt Street

Market Movers - 22 June 2024

Stocks covered: MELI, EVO, ADYEN, META, ABNB

Jun 22 •

Wolf of Harcourt Street

Market Movers - 15 June 2024

Stocks covered: EVO, NU, SE, ADYEN, MELI

Jun 16 •

Wolf of Harcourt Street

Selling iRobot, Enthusiast Gaming, Peloton and Roku - Was I Right?

Reflecting on sell decisions from 2022

Jun 13 •

Wolf of Harcourt Street

Market Movers - 8 June 2024

Stocks covered: ABNB, ADYEN, CRWD, LULU, NIO, MELI, APR.WA

Jun 8 •

Wolf of Harcourt Street

Portfolio Review - May 2024

Balancing High-Conviction Holdings with New Opportunities

Jun 4 •

Wolf of Harcourt Street

Market Movers - 1 June 2024

Stocks covered: EVO, SE, NU, AMZN, MELI, ABNB

Jun 1 •

Wolf of Harcourt Street

May 2024

Market Movers - 25 May 2024

Stocks covered: NU, ADYEN, EVO, MELI, SE

May 25 •

Wolf of Harcourt Street

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts