The Wolf of Harcourt Street
Wolf of Harcourt StreetAnalyst-level Insights on the World’s Most Compelling Companies.
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 218 | Subscribers | Read | thewolfofharcourtstreet.com |
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Latest Issues
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Q&A with Evolution Investor Relations
A couple of months ago, I mentioned that Evolution’s IR team kindly invited me to a Q&A session. I circulated a list of topics and questions to Carl Linton, Head of Investor Relations, and this week he got back to me with the responses. It’...
Portfolio Review - October 2025
Welcome back to the Wolf of Harcourt Street Newsletter.
Evolution: Are Asia’s Problems Becoming Unfixable?
### Executive Summary
Portfolio Tracking That Actually Works
For years I managed my portfolio the same way many individual investors do, manually in Google Sheets, pulling data from separate brokerage statements. Every transaction meant multiple updates. Every month-end review meant reconciling numbe...
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Understanding the world of investing, one number at a time
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