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Sitemap - 2023 - The Wolf of Harcourt Street

Essential Listening: 4 Podcasts Worth Tuning Into

Market Movers - 8 December 2023

Portfolio Review - November 2023

Auto Partner: A Boring Business with Brilliant Results

Sea: The Quarter of Reckoning Approaches

Market Movers - 10 November 2023

Portfolio Review - October 2023

Market Movers - 20 October 2023

Evolution AB Investment Thesis

Cheers to Three Years

Portfolio Review - September 2023

Interview with Leandro from Best Anchor Stocks

Adyen N.V. Investment Thesis

DocuSign: The Beat and Raise Playbook

Portfolio Review - August 2023

NIO: Guidance Triumph or Management Mismatch?

MercadoLibre: Opportunity Meets Execution

Sea: From Growth to Profit to Growth again?

Datadog: Are the Dog Days Over?

Portfolio Review - July 2023

Q2 2023 Earnings Preview

Portfolio Review - June 2023

DocuSign: From Overpriced Growth to a Value Play?

Portfolio Review - May 2023

Know What You Own, and Who Else Owns It

Sea: Another step on the profitability pathway

Cloudflare, Inc. Research Report

MercadoLibre: Profitable Growth Trajectory Continues to Soar

Portfolio Review - April 2023

Microsoft: Revenue growth reaccelerates powered by the Cloud

Why Professional Money Managers tend to be Worse at Selling Stocks

Datadog, Inc. Investment Thesis

Position Sizing: The Vital Secret to Success in Stock Investing

Portfolio Review - Q1 2023

MercadoLibre, Inc Investment Thesis

Cloud Computing 101: Key Trends and Market Impact

Airbnb: Headcount down 5%, revenue up 75%

Sea: First-ever profitable quarter

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