The Wolf of Harcourt Street

Uber: 2026 Financial Model and Valuation Update

What is the fair value of Uber?

Aug 11

30

Portfolio Review - July 2026

Trimming What Ran and Buying What Fell

Aug 1 • Wolf of Harcourt Street

44

8

1

July 2026

Adyen: 2026 Financial Model and Valuation Update

What is the fair value of Adyen?

Jul 28

50

17

8

MercadoLibre: 2026 Financial Model and Valuation Update

What is the fair value of MercadoLibre?

Jul 16 • Wolf of Harcourt Street

67

15

2

Portfolio Review - June 2026

Performance at the midpoint of 2026

Jul 1 • Wolf of Harcourt Street

34

5

3

May 2026

Portfolio Review - May 2026

Selling My Biggest Winner of 2026

May 30 • Wolf of Harcourt Street

55

1

1

Take-Two Interactive Quick Pitch

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

May 23 • Wolf of Harcourt Street

42

10

4

Sea: The Triple Engine Firing on All Cylinders

Sea Limited (SE) Q1 2026 Earnings Analysis

May 16 • Wolf of Harcourt Street

44

4

2

Uber: 50 Million Members and Record Margins

Uber Q1 2026 Earnings Analysis

May 10 • Wolf of Harcourt Street

47

9

1

Portfolio Review - April 2026

Fully Invested

May 1 • Wolf of Harcourt Street

42

2

2

April 2026

Portfolio Review - March 2026

The Evolution Post-Mortem.

Apr 4 • Wolf of Harcourt Street

57

17

3

February 2026

Portfolio Review - February 2026

The art of doing nothing

Feb 28 • Wolf of Harcourt Street

41

6

2