Archive - The Wolf of Harcourt Street

Auto Partner: Steering Around a Challenging Environment

Auto Partner S.A. (APR.WA) Full Year 2023 Earnings Analysis

Apr 17 •

Wolf of Harcourt Street

Adyen: 2024 Financial Model and Valuation Update

What is the fair value of Adyen?

Apr 12 •

Wolf of Harcourt Street

MercadoLibre: 2024 Financial Model and Valuation Update

What is the fair value of MercadoLibre?

Apr 5 •

Wolf of Harcourt Street

Portfolio Review - March 2024

Portfolio performance at the end of Q1

Apr 2 •

Wolf of Harcourt Street

March 2024

Airbnb: 2024 Financial Model and Valuation Update

Analysing the fair value of Airbnb

Mar 21 •

Wolf of Harcourt Street

Evolution: 2024 Financial Model and Valuation Update

What is the fair value of Evolution AB?

Mar 14 •

Wolf of Harcourt Street

Sea: The Three-Headed Monster Awakens

Sea Limited (SE) Q4 2023 Earnings Analysis

Mar 5 •

Wolf of Harcourt Street

Podcast: Evolution AB Business Breakdown

Guest appearance on the Dividend Talk podcast

Mar 3 •

Wolf of Harcourt Street

Portfolio Review - February 2024

Selling My First Stock of 2024

Mar 1 •

Wolf of Harcourt Street

February 2024

MercadoLibre: Flat Earnings A Cause For Concern?

MercadoLibre (MELI) Q4 2023 Earnings Analysis

Feb 23 •

Wolf of Harcourt Street

Adyen: Volume acceleration validates long-term strategy

Adyen H2 2023 Earnings Analysis

Feb 8

Portfolio Review - January 2024

A New Position to Start 2024

Feb 1 •

Wolf of Harcourt Street

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