Archive - The Wolf of Harcourt Street

Nu Holdings Investment Thesis

Nubank (NU) Deep Dive

Jun 27, 2024 •

Wolf of Harcourt Street

Market Movers - 21 December 2024

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

Dec 21, 2024 •

Wolf of Harcourt Street

Evolution AB Investment Thesis

Evolution (EVO) Deep Dive

Oct 12, 2023 •

Wolf of Harcourt Street

Adyen N.V. Investment Thesis

Adyen (ADYEN.AS) Deep Dive

Sep 14, 2023 •

Wolf of Harcourt Street

Evolution: Trading Margin for Certainty

Evolution AB Q4 2024 Earnings Analysis

Jan 31 •

Wolf of Harcourt Street

Evolution: 2025 Financial Model and Valuation Update

What is the fair value of Evolution?

Mar 13 •

Wolf of Harcourt Street

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

Evolution AB Q2 2024 Earnings Analysis

Jul 21, 2024 •

Wolf of Harcourt Street

Uber Quick Pitch

Why I Am Buying Shares in Uber (UBER)

Dec 26, 2024 •

Wolf of Harcourt Street

NU: Hidden Pressures Under the Hood

Nu Holdings (NU) Q4 2024 Earnings Analysis

Feb 25 •

Wolf of Harcourt Street

Evolution: "not happy with our current growth"

Evolution AB Q1 2025 Earnings Analysis

May 3 •

Wolf of Harcourt Street

InPost Quick Pitch

Why I Am Buying Shares in InPost (INPST)

Sep 26, 2024 •

Wolf of Harcourt Street

Why I Sold Airbnb

Airbnb (ABNB) Q1 2025 Earnings Analysis

May 18 •

Wolf of Harcourt Street

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