The Wolf of Harcourt Street

2025 Annual Report

Managing Expectations to Maintain Focus

Jan 16 • Wolf of Harcourt Street

55

14

2

December 2025

Portfolio Review - December 2025

Revealing the total return for 2025

Dec 31, 2025 • Wolf of Harcourt Street

45

7

3

November 2025

Portfolio Review - November 2025

Remembering your why

Nov 29, 2025

60

11

3

Q&A with Evolution Investor Relations

Exclusive Q&A with Evolution AB’s Investor Relations on moats, strategy, regulation, and communication priorities.

Nov 8, 2025 • Wolf of Harcourt Street

49

10

4

Portfolio Review - October 2025

The Magic 15

Nov 1, 2025 • Wolf of Harcourt Street

50

7

2

October 2025

Evolution: Are Asia’s Problems Becoming Unfixable?

Evolution AB Q3 2025 Earnings Analysis

Oct 28, 2025 • Wolf of Harcourt Street

41

14

2

Portfolio Tracking That Actually Works

A Four-Year Review of Portseido

Oct 21, 2025 • Wolf of Harcourt Street

16

9

1

ASML: AI Momentum Sets a Floor for 2026

ASML Q3 2025 Earnings Analysis

Oct 16, 2025 • Wolf of Harcourt Street

34

1

The Succession: What’s Next for Mercado Libre

Lessons from the climbers & scalers podcast — Part 3

Oct 14, 2025 • Wolf of Harcourt Street

27

4

2

5 years, 9k investors, 15 questions

Book giveaway inside

Oct 10, 2025 • Wolf of Harcourt Street

25

2

3

Why I Sold Texas Instruments

A 22% Gain That Cost Me 60%

Oct 8, 2025 • Wolf of Harcourt Street

39

7

3

Mercado Libre’s Journey From Startup to Global Platform

Lessons from the climbers & scalers podcast — Part 2

Oct 3, 2025 • Wolf of Harcourt Street

23

1