The Wolf of Harcourt Street

The Wolf of Harcourt Street is an investment-focused newsletter that offers detailed analysis and investment theses on companies across various sectors, alongside portfolio reviews and market updates. It provides strategic insights aimed at refining investment strategies to achieve market-beating returns, with a focus on Growth at a Reasonable Price (GARP).

Investment Strategy Portfolio Management Market Analysis Company Analysis Financial Growth and Risk Sector Trends Investor Education

The hottest Substack posts of The Wolf of Harcourt Street

And their main takeaways

Portfolio Review - January 2024

393 implied HN points • 01 Feb 24
💰 Finance Investing Stocks Portfolios Earnings Valuation
  1. The newsletter discusses investing in NU Holdings as a new position due to its growth potential in Latin America.
  2. The author shares insights on adding to their Auto Partner position, seizing an opportunity when the stock price dropped.
  3. The author presents a buy list, highlighting Evolution and NU as stocks to watch and potentially add to the portfolio.

2023 Annual Report

471 implied HN points • 09 Jan 24
💰 Finance Investments Performance Goals Lessons Learned Newsletter
  1. Achieved a return of 34.3% in 2023 compared to 24.1% for the S&P.
  2. Focused on refining the investment strategy, promoting Growth at a Reasonable Price (GARP) over Growth at Any Price (GAAP), and emphasizing value for long-term market-beating potential.
  3. Learned lessons such as avoiding blind dollar-cost averaging, seeking stocks with low expectations, and collaborating with others to improve quality and results.

Auto Partner: A Boring Business with Brilliant Results

530 implied HN points • 23 Nov 23
💰 Finance Stock Market Business Growth Financial Performance Investment Opportunities
  1. Auto Partner, a distributor of spare parts, is focusing on automation to strengthen its distribution capabilities and increase competitiveness.
  2. The company's revenue growth is attributed to market responsiveness, geographic expansion, and effective management of economic challenges.
  3. Auto Partner's growth strategy includes building new hubs, expanding branches, and increasing automation in warehouses and logistics to prepare for potential expansion into other verticals.
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Adyen N.V. Investment Thesis

805 implied HN points • 14 Sep 23
💰 Finance Investment Payment processing Competition Market Dynamics Valuation
  1. Adyen's success is attributed to its ability to simplify complex payment processing challenges for businesses, nurturing customer relationships and offering tailored solutions.
  2. Adyen competes in a crowded payment processing landscape, facing challenges such as intense competition, commoditization of payments, and the need to differentiate through value-added services.
  3. Adyen is well-positioned to capitalize on the growing digital payment market and expand its reach by supporting emerging technologies and offering versatile payment solutions.

Portfolio Review - October 2023

353 implied HN points • 03 Nov 23
💰 Finance Investing Stocks Portfolio Management Market Analysis
  1. The author discusses reducing their portfolio from 24 to 20 stocks by selling off positions in companies like SQ, DOCU, IIPR, and JNJ.
  2. They reinvested the proceeds into companies like AMZN, MELI, Adyen, and Evolution.
  3. The author is focusing on concentrated positions in companies like MELI and AMZN, with some cash holdings for future investments.

Market Movers - 20 October 2023

314 implied HN points • 20 Oct 23
💰 Finance Stocks Earnings Investor Relations Acquisitions Logistics
  1. PepsiCo exceeded analyst estimates in Q3 earnings by focusing on consumer interaction and pricing for smaller packs.
  2. Adyen's Investor Relations Update hints at strong Q3 results and their launch of Tap to Pay for Australian retailers.
  3. Block, previously Square, made another costly acquisition with Hifi, a music-focused fintech startup, following previous less successful deals.

Cheers to Three Years

294 implied HN points • 05 Oct 23
💰 Finance Investing Stock Market
  1. The newsletter community has grown globally over three years, reaching subscribers in 98 countries.
  2. Challenging perceptions around investing, especially in Ireland, is a key goal of the newsletter.
  3. Emphasizing content quality over quantity has led to increased engagement and growth.

Datadog, Inc. Investment Thesis

452 implied HN points • 14 Apr 23
💰 Finance Investment Revenue Management Risks Opportunities
  1. Datadog is a leading company in cloud-based monitoring, with a diverse customer base and a focus on R&D for innovation and growth.
  2. The cloud monitoring industry is dynamic, with risks like disruption from new technologies and increased competition, but Datadog's market leadership positions it well to benefit from industry growth.
  3. Datadog utilizes a 'Land and Expand' strategy, showing potential for growth as businesses continue to adopt cloud computing technology, offering opportunities for revenue expansion and market share increase.

MercadoLibre, Inc Investment Thesis

334 implied HN points • 24 Mar 23
💰 Finance Market Analysis Investment Strategies Financial Performance Business Analysis Risk Assessment
  1. MercadoLibre (MELI) is a Latin American e-commerce giant with remarkable growth, experiencing over 4,000% return in 16 years since its IPO.
  2. MELI's success is driven by a strong ecosystem of online commerce, digital payments, logistics, and advertising solutions.
  3. The company faces risks like regulatory changes, geopolitical instability, and increasing competition, but has growth opportunities in the unbanked market and logistics services.