Sitemap - 2025 - The Wolf of Harcourt Street
Portfolio Review - November 2025
Q&A with Evolution Investor Relations
Portfolio Review - October 2025
Evolution: Are Asia’s Problems Becoming Unfixable?
Portfolio Tracking That Actually Works
ASML: AI Momentum Sets a Floor for 2026
The Succession: What’s Next for Mercado Libre
5 years, 9k investors, 15 questions
Mercado Libre’s Journey From Startup to Global Platform
Portfolio Review - September 2025
How Mercado Libre’s Founders Built a $100B Business
Nu’s Customers Get 34x More Valuable Over Time
Rubrik: The Beat and Raise Playbook
InPost: Growth Story or Value Trap?
Portfolio Review - August 2025
NU: Record ARPAC and Surging Deposits
Adyen: Why the Stock Fell 20% (and Rebounded)
Sea: Unleashing the 'Holy Grail' of Growth Investing
Uber: Platform Power Drives Record Profits
MercadoLibre: The Tried and Tested Playbook
Shopee's Dominance in Southeast Asia's E-Commerce Market
Uber’s Sleeping Giant Ad Business
Uber: 2025 Financial Model and Valuation Update
Mercado Libre's Bold New Pricing Strategy in Brazil
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