The Wolf of Harcourt Street
SubstackArticles
7
Companies covered
6
Sectors
4
Countries
4
Research Articles
NU’s Customers Are Getting More Valuable, Again
Aug 20, 2026
Uber: 2026 Financial Model and Valuation Update
Aug 11, 2026
Adyen: 2026 Financial Model and Valuation Update
Jul 28, 2026
Take-Two Interactive Quick Pitch
May 23, 2026
Sea: The Triple Engine Firing on All Cylinders
May 16, 2026
Uber: 50 Million Members and Record Margins
May 10, 2026