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The Wolf of Harcourt Street

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Sector Tech
Content Type Analysis
Website Substack
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Content

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Portfolio Review - May 2025

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Why I Sold Airbnb

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Evolution: "not happy with our current growth"

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Portfolio Review - April 2025

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Nu Holdings: 2025 Financial Model and Valuation Update

April 10, 2025, 6:02 a.m.

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Portfolio Review - March 2025

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Adyen: 2025 Financial Model and Valuation Update

March 28, 2025, 7 a.m.

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MercadoLibre: 2025 Financial Model and Valuation Update

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Evolution: 2025 Financial Model and Valuation Update

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Sea: The $100 Billion Milestone

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Portfolio Review - February 2025

March 1, 2025, 7:02 a.m.

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NU: Hidden Pressures Under the Hood

Feb. 25, 2025, 7:01 a.m.

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MercadoLibre: Accelerating at Scale

Feb. 21, 2025, 7:02 a.m.

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Airbnb: The Next Chapter

Feb. 17, 2025, 7 a.m.

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Adyen: Profit Margin Reaches Three-Year High

Feb. 14, 2025, 7:01 a.m.

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Uber: Record User Engagement

Feb. 6, 2025, 7:01 a.m.

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Portfolio Review - January 2025

Feb. 2, 2025, 7:01 a.m.

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Evolution: Trading Margin for Certainty

Jan. 31, 2025, 7:01 a.m.

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Market Movers - 25 January 2025

Jan. 25, 2025, 7:01 a.m.

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Market Movers - 18 January 2025

Jan. 18, 2025, 7:01 a.m.

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Market Movers - 11 January 2025

Jan. 11, 2025, 7:01 a.m.

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2024 Annual Report

Jan. 8, 2025, 7:01 a.m.

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Portfolio Review - December 2024

Jan. 2, 2025, 7:01 a.m.

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Uber Quick Pitch

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Market Movers - 21 December 2024

Dec. 21, 2024, 10:02 a.m.

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