The Wolf of Harcourt Street

Portfolio Review - May 2026

Selling My Biggest Winner of 2026

May 30 • Wolf of Harcourt Street

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Take-Two Interactive Quick Pitch

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

May 23 • Wolf of Harcourt Street

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Sea: The Triple Engine Firing on All Cylinders

Sea Limited (SE) Q1 2026 Earnings Analysis

May 16 • Wolf of Harcourt Street

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Uber: 50 Million Members and Record Margins

Uber Q1 2026 Earnings Analysis

May 10 • Wolf of Harcourt Street

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Portfolio Review - April 2026

Fully Invested

May 1 • Wolf of Harcourt Street

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April 2026

Portfolio Review - March 2026

The Evolution (EVO) Post-Mortem.

Apr 4 • Wolf of Harcourt Street

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February 2026

Portfolio Review - February 2026

The art of doing nothing

Feb 28 • Wolf of Harcourt Street

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January 2026

Portfolio Review - January 2026

A Tale of Two Markets

Jan 31 • Wolf of Harcourt Street

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2025 Annual Report

Managing Expectations to Maintain Focus

Jan 16 • Wolf of Harcourt Street

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December 2025

Portfolio Review - December 2025

Revealing the total return for 2025

Dec 31, 2025 • Wolf of Harcourt Street

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November 2025

Portfolio Review - November 2025

Remembering your why

Nov 29, 2025

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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

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