The Wolf of Harcourt Street

The Wolf of Harcourt Street

Home
Chat
Deep Dives
My Portfolio
Earnings Reviews
Market Movers
Musings
About

Sitemap - 2025 - The Wolf of Harcourt Street

Evolution: "not happy with our current growth"

Portfolio Review - April 2025

Nu Holdings: 2025 Financial Model and Valuation Update

Portfolio Review - March 2025

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

Airbnb: The Next Chapter

Adyen: Profit Margin Reaches Three-Year High

Uber: Record User Engagement

Portfolio Review - January 2025

Evolution: Trading Margin for Certainty

Market Movers - 25 January 2025

Market Movers - 18 January 2025

Market Movers - 11 January 2025

2024 Annual Report

Portfolio Review - December 2024

© 2025 Wolf of Harcourt Street
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More