Sitemap - 2025 - The Wolf of Harcourt Street
Evolution: "not happy with our current growth"
Nu Holdings: 2025 Financial Model and Valuation Update
Adyen: 2025 Financial Model and Valuation Update
MercadoLibre: 2025 Financial Model and Valuation Update
Evolution: 2025 Financial Model and Valuation Update
Sea: The $100 Billion Milestone
Portfolio Review - February 2025
NU: Hidden Pressures Under the Hood
MercadoLibre: Accelerating at Scale
Adyen: Profit Margin Reaches Three-Year High
Portfolio Review - January 2025
Evolution: Trading Margin for Certainty
Market Movers - 25 January 2025
Market Movers - 18 January 2025