Sitemap - 2024 - The Wolf of Harcourt Street
Market Movers - 21 December 2024
Lessons Learned From A Failed Investment
Market Movers - 7 December 2024
Portfolio Review - November 2024
Market Movers - 23 November 2024
Auto Partner: A Temporary Setback or a New Normal?
NU: Customer Base Surges to 110 Million
Sea: Fastest Growth Since Q1 2022
Airbnb: 2 Billion Guests and Counting
MercadoLibre: Investing For the Long-Term
Portfolio Review - October 2024
Evolution: A Sign of Resilience
The Secret Behind Nubank and Mercado Libre’s Rise to Market Dominance
Market Movers - 12 October 2024
Market Movers - 5 October 2024
Portfolio Review - September 2024
Market Movers - 28 September 2024
Auto Partner: Driving Margin Improvement
Market Movers - 14 September 2024
Datadog: 2024 Financial Model and Valuation Update
Market Movers - 7 September 2024
Portfolio Review - August 2024
Market Movers - 24 August 2024
Adyen: Fastest Volume Growth since 2022
NU: Giving Credit Where its Due
Airbnb: Weak Consumer Raises Travel Concerns
MercadoLibre: Doubling Profits While Accelerating Growth
Evolution: Revenue Growth Slows, but Shareholder Returns Set to Soar
Selling iRobot, Enthusiast Gaming, Peloton and Roku - Was I Right?
Auto Partner: The Impact of Poland's New Minimum Wage Laws
Airbnb: Swimming in Free Cash Flow
MercadoLibre: 25 Years of Little Boxes
Auto Partner: Steering Around a Challenging Environment
Adyen: 2024 Financial Model and Valuation Update
MercadoLibre: 2024 Financial Model and Valuation Update
Airbnb: 2024 Financial Model and Valuation Update
Evolution: 2024 Financial Model and Valuation Update
Sea: The Three-Headed Monster Awakens
Podcast: Evolution AB Business Breakdown
Portfolio Review - February 2024
MercadoLibre: Flat Earnings A Cause For Concern?
Adyen: Volume acceleration validates long-term strategy