# ![@wolfofharcourt Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1304883350730047493.png) @wolfofharcourt Wolf of Harcourt Street

Wolf of Harcourt Street posts on X about $adyen, $uber, $meli, $nu the most. They currently have [------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1304883350730047493/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304883350730047493/c:line/m:interactions.svg)

- [--] Week [------] +68%
- [--] Month [-------] +246%
- [--] Months [---------] +9.60%
- [--] Year [---------] -23%

### Mentions: [--] [#](/creator/twitter::1304883350730047493/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304883350730047493/c:line/m:posts_active.svg)

- [--] Week [--] -24%
- [--] Month [--] +34%
- [--] Months [---] -3.90%
- [--] Year [-----] -14%

### Followers: [------] [#](/creator/twitter::1304883350730047493/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304883350730047493/c:line/m:followers.svg)

- [--] Week [------] +0.06%
- [--] Month [------] +0.10%
- [--] Months [------] +14%
- [--] Year [------] +30%

### CreatorRank: [-------] [#](/creator/twitter::1304883350730047493/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1304883350730047493/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  52% [technology brands](/list/technology-brands)  30% [finance](/list/finance)  18% [automotive brands](/list/automotive-brands)  8% [social networks](/list/social-networks)  3% [cryptocurrencies](/list/cryptocurrencies)  3% [countries](/list/countries)  3% [currencies](/list/currencies)  2% [fashion brands](/list/fashion-brands)  1% [travel destinations](/list/travel-destinations)  1%

**Social topic influence**
[$adyen](/topic/$adyen) #2, [$uber](/topic/$uber) #613, [$meli](/topic/$meli) #111, [$nu](/topic/$nu) #27, [$evo](/topic/$evo) #4, [$amzn](/topic/$amzn) #859, [$se](/topic/$se) 10%, [$meta](/topic/$meta) #374, [meta](/topic/meta) 10%, [$rbrk](/topic/$rbrk) #22

**Top accounts mentioned or mentioned by**
[@maxthecomrade](/creator/undefined) [@contrarianright](/creator/undefined) [@renesellmann](/creator/undefined) [@fundasyinvestor](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@stockfins](/creator/undefined) [@stonkmetal](/creator/undefined) [@aretardinvestor](/creator/undefined) [@returnsjourney](/creator/undefined) [@lukacapital](/creator/undefined) [@uber](/creator/undefined) [@adyen](/creator/undefined) [@theraymyers](/creator/undefined) [@sergitm12](/creator/undefined) [@europeandgi](/creator/undefined) [@sashinvesting](/creator/undefined) [@tickertalk1](/creator/undefined) [@vanhove_pieter](/creator/undefined) [@ecommerceking](/creator/undefined) [@vanhovepieter](/creator/undefined)

**Top assets mentioned**
[Uber Technologies, Inc. (UBER)](/topic/$uber) [MercadoLibre Inc (MELI)](/topic/$meli) [NuCypher (NU)](/topic/$nu) [Evotec SE (EVO)](/topic/$evo) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Sea Limited (SE)](/topic/$se) [Metadium (META)](/topic/$meta) [Rubrik, Inc.  (RBRK)](/topic/$rbrk) [Microsoft Corp. (MSFT)](/topic/$msft) [AbbVie Inc (ABBV)](/topic/$abbv) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Texas Instruments (TXN)](/topic/$txn) [Tesla, Inc. (TSLA)](/topic/$tsla) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Diageo plc (DEO)](/topic/$deo) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Duolingo, Inc.  (DUOL)](/topic/$duol) [Palo Alto Networks Inc (PANW)](/topic/$panw) [Alibaba Group (BABA)](/topic/$baba) [Cloudflare, Inc. (NET)](/topic/$net) [Home Depot, Inc. (HD)](/topic/$hd)
### Top Social Posts
Top posts by engagements in the last [--] hours

"$DEO taking price gouging to the next level. Leave our Guinness alone"  
[X Link](https://x.com/wolfofharcourt/status/2011576161902739848)  2026-01-14T23:08Z 19.3K followers, [----] engagements


"$ASML Thats it thats the tweet"  
[X Link](https://x.com/wolfofharcourt/status/2016432411156824371)  2026-01-28T08:45Z 19.3K followers, [----] engagements


"$RBRK at $56 the market is pricing in 19% annual growth for the next decade via an inverse DCF. Baby being thrown out with the bathwater here when it comes to enterprise SaaS"  
[X Link](https://x.com/wolfofharcourt/status/2016962765936587015)  2026-01-29T19:52Z 19.3K followers, 23.7K engagements


"@ReturnsJourney The comparison with $AMZN $2.5 Trillion market cap vs $100 Billion for $MELI. Decades of growth remaining given where e-commerce and digital payments penetration is today in LatAm relative to the US"  
[X Link](https://x.com/wolfofharcourt/status/2017012101571657993)  2026-01-29T23:08Z 19.3K followers, [----] engagements


"@MaxTheComrade Yup have some write ups on Substack. Link in bio. Let me know if you cant find them should be able to just search"  
[X Link](https://x.com/wolfofharcourt/status/2017243233575665703)  2026-01-30T14:27Z 19.3K followers, [---] engagements


"@MaxTheComrade $MELI and $NU are my bets but $SE has some exposure too. Almost 25% of the portfolio in $MELI and $NU so happy with that allocation"  
[X Link](https://x.com/wolfofharcourt/status/2017304857250611639)  2026-01-30T18:32Z 19.3K followers, [---] engagements


"@e_commerce_king Been in $SE with years"  
[X Link](https://x.com/wolfofharcourt/status/2018347984941928579)  2026-02-02T15:37Z 19.3K followers, [---] engagements


"@FundasyInvestor I am just looking at the cold hard data. Sure you or I may not use it but its clear that there are so many more that are. Wont get into the ethics of companies because thats very personal to each investor and each to their own but I wouldnt let that cloud things"  
[X Link](https://x.com/wolfofharcourt/status/2018412843859587417)  2026-02-02T19:54Z 19.3K followers, [---] engagements


"@Vanhove_Pieter @Andan_swe This 👆"  
[X Link](https://x.com/wolfofharcourt/status/2018723873156743514)  2026-02-03T16:30Z 19.3K followers, [---] engagements


"@Stockfins Nope nothing its importance is only going to increase with AI"  
[X Link](https://x.com/wolfofharcourt/status/2019697129544102137)  2026-02-06T08:58Z 19.3K followers, [--] engagements


"@contrarianright You can model the future however you like but cash is what counts. What Evolution actually receives in is what can be returned to shareholders. Adjusted revenue does not fund dividends or buybacks"  
[X Link](https://x.com/wolfofharcourt/status/2019823570508214754)  2026-02-06T17:20Z 19.3K followers, [--] engagements


"@contrarianright I always opt for conservative assumptions when it comes to valuation. Baking in a currency tailwind is an optimistic assumption that I would not personally make"  
[X Link](https://x.com/wolfofharcourt/status/2019858864699765060)  2026-02-06T19:40Z 19.3K followers, [--] engagements


"@stonkmetal Mine is very modest bought in [----] but averaged down in 2025"  
[X Link](https://x.com/wolfofharcourt/status/2020790008227975203)  2026-02-09T09:20Z 19.3K followers, [---] engagements


"@LukaCapital @oost_marcel @Uber @Adyen Lets gooooo"  
[X Link](https://x.com/wolfofharcourt/status/2020881399830442114)  2026-02-09T15:24Z 19.3K followers, [--] engagements


"@FundasyInvestor Unified payments platform as an infrastructure distribution moat"  
[X Link](https://x.com/wolfofharcourt/status/2021156756160737398)  2026-02-10T09:38Z 19.3K followers, [---] engagements


"@ReneSellmann @stonkmetal Any hypothesis More sure that it will go through"  
[X Link](https://x.com/wolfofharcourt/status/2021285983547949568)  2026-02-10T18:11Z 19.3K followers, [---] engagements


"$UBER operating leverage is a thing of beauty Another quarter of record operating income as the operating margin doubles from 6% to 12% within the space of [--] months"  
[X Link](https://x.com/wolfofharcourt/status/2019815461257638072)  2026-02-06T16:48Z 19.3K followers, [----] engagements


"@TheRayMyers I think itll work out better for $ADYEN over the long term unified payment infrastructure as distribution is a moat nobody else can compete with"  
[X Link](https://x.com/wolfofharcourt/status/2021149117582385514)  2026-02-10T09:07Z 19.3K followers, [---] engagements


"$ADYEN is undervalued. Current market cap of $45 billion for context. Stripe tender at $140B up from $107B where they bought back shares from investors a few months ago Those crazy triple-layer SPVs valuing Stripe at $140B in [----] may end up making money for investors some day https://t.co/Q0t38vnoEC https://t.co/Kf5UuVpsM6 Stripe tender at $140B up from $107B where they bought back shares from investors a few months ago Those crazy triple-layer SPVs valuing Stripe at $140B in [----] may end up making money for investors some day https://t.co/Q0t38vnoEC https://t.co/Kf5UuVpsM6"  
[X Link](https://x.com/wolfofharcourt/status/2021185913078882524)  2026-02-10T11:34Z 19.3K followers, [----] engagements


"$HOOD might well be the biggest threat to $EVO in the US so you're essentially landing customers as a gambling app now. and youre cross-selling IRAs to people throwing $100 on the Patriots . very nice $HOOD https://t.co/WCCF7FPXOI so you're essentially landing customers as a gambling app now. and youre cross-selling IRAs to people throwing $100 on the Patriots . very nice $HOOD https://t.co/WCCF7FPXOI"  
[X Link](https://x.com/wolfofharcourt/status/2021359958709899591)  2026-02-10T23:05Z 19.3K followers, [----] engagements


"$EVO mandatory read is out A few thoughts on $EVO's [----] https://t.co/XkJX5ss4tu A few thoughts on $EVO's [----] https://t.co/XkJX5ss4tu"  
[X Link](https://x.com/wolfofharcourt/status/2021556418986594530)  2026-02-11T12:06Z 19.3K followers, [----] engagements


"Been saying this for some time now but AI is going to be a huge tailwind to a business like $ADYEN. A single unified platform sitting on an ocean of monetisable data. $ADYEN Adyen launches Personalize an AI tool that adapts checkout pages in real time to shopper behavior. It helps merchants increase conversions (up to +6%) and lower transaction costs (up to -3%) by reducing friction and optimizing payment methods 📈🤖 https://t.co/Fog7OFL9Wi $ADYEN Adyen launches Personalize an AI tool that adapts checkout pages in real time to shopper behavior. It helps merchants increase conversions (up to"  
[X Link](https://x.com/wolfofharcourt/status/2021661893572932054)  2026-02-11T19:05Z 19.3K followers, [----] engagements


"@a_living_fossil Adyen certainly does not trade at single digits. Important differentiation between legacy payments and modern fintech"  
[X Link](https://x.com/wolfofharcourt/status/2021316532807110826)  2026-02-10T20:13Z 19.3K followers, [---] engagements


"@sergitm12 The line between gambling and pure betting is becoming more and more blurred each day"  
[X Link](https://x.com/wolfofharcourt/status/2021510275443139062)  2026-02-11T09:03Z 19.3K followers, [--] engagements


"$NU Investment Thesis After spending the past six months researching the company here is my take on $NU If you find the content valuable a RETWEET really helps 🙏 Link below 👇"  
[X Link](https://x.com/anyuser/status/1806297675484037517)  2024-06-27T12:04Z 19.3K followers, 134.7K engagements


"Portfolio Review - January [----] $MELI $ASML $META $AMZN $NU $SE $ADYEN $V $MSFT $UBER $ABBV $RBRK $INPST $EVO $NIO Three positions I added to current buy list and general thoughts on market opportunities and diversification. Full review👇 https://twitter.com/i/web/status/2017566715354185929 https://twitter.com/i/web/status/2017566715354185929"  
[X Link](https://x.com/anyuser/status/2017566715354185929)  2026-01-31T11:52Z 19.3K followers, [----] engagements


"$PLTR earnings are insane quarter after quarter Good example of why its not always the best idea to short solely based on valuation Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of 115% Y/Y growth crushing consensus estimates. Q4 U.S. commercial revenue grew 137% y/y and adjusted operating https://t.co/b7a4BVTkRo Palantir reports Q4 [----] revenue growth of 70% Y/Y rule of [--] score of 127%; issues FY [----] revenue guidance of 61% Y/Y growth and U.S. commercial revenue guidance of"  
[X Link](https://x.com/anyuser/status/2018432906868232561)  2026-02-02T21:14Z 19.3K followers, [----] engagements


"$PYPL the writing for this one has been on the wall for years. Shareholders refused to acknowledge that its lunch was getting eaten from all angles and now are massive baggies. What a shock.turns out $PYPL is a shitco after all. What a shock.turns out $PYPL is a shitco after all"  
[X Link](https://x.com/anyuser/status/2018708619672391980)  2026-02-03T15:30Z 19.3K followers, [----] engagements


"Gentle reminder $PYPL $ADYEN The $PYPL CEO is spending his time apologising to Puru on Twitter. The $ADYEN CEO is busy building new solutions for clients. The $PYPL CEO is spending his time apologising to Puru on Twitter. The $ADYEN CEO is busy building new solutions for clients"  
[X Link](https://x.com/wolfofharcourt/status/2018709094773747947)  2026-02-03T15:32Z 19.3K followers, [----] engagements


"One of things I admire most about $MELI is its paranoia culture. This culture uses a sense of paranoia to constantly push for improvement and innovation. @marcos_galperin nails the downfall of $PYPL here"  
[X Link](https://x.com/anyuser/status/2018783271761702983)  2026-02-03T20:26Z 19.3K followers, [----] engagements


"This is an epic ad. Shots fired at OpenAI. https://t.co/jEWDjs30kf https://t.co/jEWDjs30kf"  
[X Link](https://x.com/wolfofharcourt/status/2019150354638615017)  2026-02-04T20:45Z 19.3K followers, [----] engagements


"$EVO is a humble reminder that it can always get worse than you think it can"  
[X Link](https://x.com/wolfofharcourt/status/2019479321321120132)  2026-02-05T18:32Z 19.3K followers, 11.4K engagements


"$AMZN AWS revenue growth accelerated to 24% the fastest pace since Q3 [----] and the third straight quarter of acceleration. Now a $142B run rate business despite capacity constraints. Order backlog reached $244B in Q3 up from $200B a year ago"  
[X Link](https://x.com/wolfofharcourt/status/2019817613296386271)  2026-02-06T16:57Z 19.3K followers, 17.1K engagements


"$INPST taken private for just [-----] Incredibly disappointing for the current shareholders. Price far too low considering its IPO was [-----] [--] years ago"  
[X Link](https://x.com/wolfofharcourt/status/2020786695147237577)  2026-02-09T09:07Z 19.3K followers, [----] engagements


"$ADYEN and $UBER 🤝 @Uber just launched physical kiosks 🤯 Powered by @Adyen : After more than a decade togetherAdyenandUberare expanding their global partnership and its a big one. Whats new: 👉 Adyen now powers Uber payments across70+ countries 👉 More local payment methods via https://t.co/8oEvBHzo0h @Uber just launched physical kiosks 🤯 Powered by @Adyen : After more than a decade togetherAdyenandUberare expanding their global partnership and its a big one. Whats new: 👉 Adyen now powers Uber payments across70+ countries 👉 More local payment methods via https://t.co/8oEvBHzo0h"  
[X Link](https://x.com/wolfofharcourt/status/2020882147473580244)  2026-02-09T15:27Z 19.3K followers, [----] engagements


"The biggest bear case for $META might literally be global population decline. Sustaining this level of Daily Active People growth at this scale is incredible. And before the its just bots crowd arrive check ad impressions and pricing. Bots dont drive real monetisation"  
[X Link](https://x.com/wolfofharcourt/status/2020937669551980896)  2026-02-09T19:07Z 19.3K followers, [----] engagements


"Calling this chart misleading is generous. Buybacks and dividends are optional they can be switched off overnight. Finance 101: you fund growth first capex and reinvestment come before any shareholder returns. Dividends and buybacks are whats left after that. BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN BofA: only Microsoft generating cash flow in excess of capex in FY26 https://t.co/sZbFXP1beN"  
[X Link](https://x.com/wolfofharcourt/status/2020961715249103105)  2026-02-09T20:43Z 19.3K followers, [----] engagements


"Chart looks like the stock price $DUOL Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh Duolingo saw a 35% increase in Spanish learners last night. Is this what a one-night stand feels like https://t.co/acf0DZczhh"  
[X Link](https://x.com/wolfofharcourt/status/2021196319109546403)  2026-02-10T12:15Z 19.3K followers, [----] engagements


"$EVO price back to where it was a week ago before the earnings sell off. Interesting"  
[X Link](https://x.com/wolfofharcourt/status/2021289711109537899)  2026-02-10T18:26Z 19.3K followers, 10.3K engagements


"One word answer: Agent Rewind $RBRK The simple problem here is that the 2% human error is traceable attributable and can be fixed relatively easily. If the 2% error is coming from AI hallucinations how are you going to fix it Who is responsible for the error if the tax calculation is wrong https://t.co/xS3ShaLWbj The simple problem here is that the 2% human error is traceable attributable and can be fixed relatively easily. If the 2% error is coming from AI hallucinations how are you going to fix it Who is responsible for the error if the tax calculation is wrong https://t.co/xS3ShaLWbj"  
[X Link](https://x.com/wolfofharcourt/status/2021300942818222430)  2026-02-10T19:11Z 19.3K followers, [----] engagements


"@AretardInvestor Football and tennis are not the same they are forms of sport. Same as the comparison I made. Show me where I said people who play live casino are going to stop because of prediction markets. Point of the original post has went over your head"  
[X Link](https://x.com/wolfofharcourt/status/2021673848526319804)  2026-02-11T19:53Z 19.3K followers, [--] engagements


"@ReneSellmann 100% agree. $MELI and $NU are great examples. @FedexSTi has written and spoken a lot about this"  
[X Link](https://x.com/wolfofharcourt/status/2012491414538498336)  2026-01-17T11:45Z 19.3K followers, [----] engagements


"@GabGrowth Coming up to [--] years writing for free in [----]. Playing the super super long game"  
[X Link](https://x.com/wolfofharcourt/status/2012516441694593314)  2026-01-17T13:24Z 19.3K followers, [---] engagements


"Ive been thinking a lot about how investors monitor their holdings. For most its just confirmation bias Ive been guilty of it too. How many actually act when evidence contradicts their thesis If you wont reading quarterly reports is pointless. In that case the coffee can approach is better"  
[X Link](https://x.com/wolfofharcourt/status/2012521442940751931)  2026-01-17T13:44Z 19.3K followers, [----] engagements


"@FundasyInvestor No particular one a general observation over the years"  
[X Link](https://x.com/wolfofharcourt/status/2012581451225501798)  2026-01-17T17:43Z 19.3K followers, [---] engagements


"RT @ReneSellmann: #24 @wolfofharcourt's annual report https://x.com/wolfofharcourt/status/2012157896037957640s=20 https://x.com/wolfofharcourt/status/2012157896037957640s=20"  
[X Link](https://x.com/anyuser/status/2012988455840526633)  2026-01-18T20:40Z 19.3K followers, [--] engagements


"@MyGrowthStocks Implied FCF growth is 21% at $65"  
[X Link](https://x.com/wolfofharcourt/status/2014407118455972317)  2026-01-22T18:37Z 19.3K followers, [--] engagements


"$DNP.WA down 11% over the past month and starting to get very interesting 🤔 Trading at [--] times forward earnings heading into Q4 earnings tomorrow"  
[X Link](https://x.com/wolfofharcourt/status/1770387778729316667)  2024-03-20T09:51Z 19.3K followers, [----] engagements


"13. Fortnox $FNOX Market cap: $4 billion Fortnox is a Swedish provider of internet-based business software programs for office applications including accountancy bookkeeping payroll and invoicing"  
[X Link](https://x.com/wolfofharcourt/status/1797270125978198480)  2024-06-02T14:12Z 19.3K followers, [----] engagements


"14. Camurus $CAMX Market cap: $3 billion Camurus is a Swedish research-based pharmaceutical and biotechnology company specialising in the commercialization of medicines for treating serious and chronic diseases"  
[X Link](https://x.com/wolfofharcourt/status/1797270129824367067)  2024-06-02T14:12Z 19.3K followers, [----] engagements


"This weeks earnings Portfolio Nothing Watching $PANW $DNP.WA Nice quite week ahead for me after last week"  
[X Link](https://x.com/wolfofharcourt/status/1825470970183766208)  2024-08-19T09:52Z 19.3K followers, [----] engagements


"$RMS.PA -6% Is there news"  
[X Link](https://x.com/wolfofharcourt/status/1831651933213618502)  2024-09-05T11:13Z 19.3K followers, [----] engagements


"Shopee's Dominance in Southeast Asia's E-Commerce Market The $128 billion market opportunity for $SE $BABA $BUKA $AMZN and others. Read the full article 👇 https://twitter.com/i/web/status/1943992306165854694 https://twitter.com/i/web/status/1943992306165854694"  
[X Link](https://x.com/wolfofharcourt/status/1943992306165854694)  2025-07-12T11:14Z 19.3K followers, [----] engagements


"Why doesn't the $NET CEO just focus on his own company rather than bashing others in a completely unnecessary and arrogant way"  
[X Link](https://x.com/wolfofharcourt/status/1949728367416156421)  2025-07-28T07:07Z 19.3K followers, [----] engagements


"Portfolio Review - August [----] $MELI $SE $META $AMZN $ADYEN $NU $MSFT $ASML $ABBV $EVO $UBER $V $INPST $RBRK $TXN $NIO $HD One new position one complete sale to lock in profits two positions I added to and current buy list. Full review👇"  
[X Link](https://x.com/wolfofharcourt/status/1961759078260322613)  2025-08-30T11:53Z 19.3K followers, 11.3K engagements


"$EVO golden cross formation 🤔"  
[X Link](https://x.com/wolfofharcourt/status/1969401576109588748)  2025-09-20T14:01Z 19.3K followers, 13.1K engagements


"$EVO looks like iGaming is not as easy as it sounds"  
[X Link](https://x.com/wolfofharcourt/status/1975115826287251620)  2025-10-06T08:28Z 19.3K followers, 24.5K engagements


"@venusinox1 Cheers"  
[X Link](https://x.com/wolfofharcourt/status/1977289666199273487)  2025-10-12T08:26Z 19.3K followers, [--] engagements


"The new Portseido Year in Review update is such a great feature. What gets measured gets managed. Product Monthly Update for January [----] Did you beat the market last year 🏆 Your [----] Year In Review is now live We've summarized your performance portfolio allocation top buy & sell and balance breakdown. Click the " 2025" icon to get your report and export your https://t.co/i8uwXSgYYj Product Monthly Update for January [----] Did you beat the market last year 🏆 Your [----] Year In Review is now live We've summarized your performance portfolio allocation top buy & sell and balance breakdown. Click"  
[X Link](https://x.com/wolfofharcourt/status/2008685451079770289)  2026-01-06T23:41Z 19.3K followers, [----] engagements


"Another banger of an article from @systematicls https://t.co/xTGa5EC1aM https://t.co/xTGa5EC1aM"  
[X Link](https://x.com/wolfofharcourt/status/2010462831121256751)  2026-01-11T21:24Z 19.3K followers, [----] engagements


"The market and my portfolio are at all time highs yet Im seeing more opportunities than ever. Ive already added to [--] positions this month. As my buddy @European_DGI says its a market of stocks not a stock market"  
[X Link](https://x.com/wolfofharcourt/status/2016246176182370452)  2026-01-27T20:25Z 19.3K followers, [----] engagements


"@European_DGI Yes it demonstrates how sector diversification impacts opportunities. There is always a sector or two that are out of favour for whatever reason"  
[X Link](https://x.com/wolfofharcourt/status/2016249364289671170)  2026-01-27T20:38Z 19.3K followers, [---] engagements


"To anyone who still thinks $META cant monetize their CapEx. Just go look at their numbers. The people who say $META can't monetize their CapEx should look into how consistently & materially they've used these investments to extract more engagement & monetization from their core apps. AI is already putting this financial engine on its back. Quarter after quarter. The people who say $META can't monetize their CapEx should look into how consistently & materially they've used these investments to extract more engagement & monetization from their core apps. AI is already putting this financial"  
[X Link](https://x.com/wolfofharcourt/status/2016634631336955993)  2026-01-28T22:08Z 19.3K followers, [----] engagements


"@KairosPraxis Cyber SaaS is most insulated from AI disruption. Backup is subtractive risk management requiring independence while AI tools are additive. Even with internal AI enterprises still need trusted third-party backup"  
[X Link](https://x.com/wolfofharcourt/status/2016964053206270249)  2026-01-29T19:57Z 19.3K followers, [----] engagements


"@dolores_capital Revenue alone will grow by 30% for the next couple of years and that does not factor in faster FCF growth as the business scales and matures"  
[X Link](https://x.com/wolfofharcourt/status/2016986280668598688)  2026-01-29T21:26Z 19.3K followers, [----] engagements


"@MaxTheComrade No thoughts to be honest. Both outside my wheelhouse. Parked in the too hard pile"  
[X Link](https://x.com/wolfofharcourt/status/2017245535388786871)  2026-01-30T14:36Z 19.3K followers, [---] engagements


"@MaxTheComrade Yup"  
[X Link](https://x.com/wolfofharcourt/status/2017248237493596358)  2026-01-30T14:47Z 19.3K followers, [---] engagements


"@MaxTheComrade Not core to my thesis. I suspect itll be aimed at the large Hispanic population though. Interesting to see how it plays out though"  
[X Link](https://x.com/wolfofharcourt/status/2017296284000895126)  2026-01-30T17:58Z 19.3K followers, [---] engagements


"- Three positions I added to - Buy list - General thoughts on market opportunities and diversification https://www.thewolfofharcourtstreet.com/p/portfolio-review-january-2026 https://www.thewolfofharcourtstreet.com/p/portfolio-review-january-2026"  
[X Link](https://x.com/wolfofharcourt/status/2017566717677908236)  2026-01-31T11:52Z 19.3K followers, [----] engagements


"The $PYPL CEO is spending his time apologising to Puru on Twitter. The $ADYEN CEO is busy building new solutions for clients. @saxena_puru Apologies for your experience Puru - and expert will reach out directly to help solve this. DM me if you have any other issues. @saxena_puru Apologies for your experience Puru - and expert will reach out directly to help solve this. DM me if you have any other issues"  
[X Link](https://x.com/anyuser/status/1777661559386353977)  2024-04-09T11:35Z 19.3K followers, 51.7K engagements


"RT @wolfofharcourt: Portfolio Review - January [----] $MELI $ASML $META $AMZN $NU $SE $ADYEN $V $MSFT $UBER $ABBV $RBRK $INPST $EVO $NIO"  
[X Link](https://x.com/wolfofharcourt/status/2017921994390446181)  2026-02-01T11:24Z 19.3K followers, [--] engagements


"Big Oil Big Tech $ARAMCO $TSLA $META $AAPL $MSFT"  
[X Link](https://x.com/wolfofharcourt/status/1579198393263755264)  2022-10-09T19:53Z 19.3K followers, [--] engagements


"Happy Easter to all that celebrate If you are enjoying some chocolate there is a good chance its owned by one of the below 🍫 $MDLZ $NESN.SW $UA $GIS $HSY"  
[X Link](https://x.com/wolfofharcourt/status/1645020536588898304)  2023-04-09T11:07Z 19.3K followers, [----] engagements


"This weeks earnings Portfolio Nothing Watching $DNP.WA $LULU"  
[X Link](https://x.com/wolfofharcourt/status/1769652011581243565)  2024-03-18T09:08Z 19.3K followers, [----] engagements


"Dino Polska $DNP.WA Q4 [----] Earnings Revenue: PLN [---] billion +18% YoY EBITDA: PLN [---] million +7% YoY Initial thoughts are revenue looks a bit light and actually declined QoQ. EBITDA margin trended down also. https://twitter.com/i/web/status/1770948457358049485 https://twitter.com/i/web/status/1770948457358049485"  
[X Link](https://x.com/wolfofharcourt/status/1770948457358049485)  2024-03-21T22:59Z 19.3K followers, [----] engagements


"$DNP.WA worth reading New Post: Dino Polska Adding on Weakness In this $DNP.WA Dino Polska Post I cover: Updates on the Business Strategy What we as Investors can expect from the future A Napkin Math Calculator Update Overall Theme: Why I added to my position on Friday on the 11% drop https://t.co/mjfdBmOgTa New Post: Dino Polska Adding on Weakness In this $DNP.WA Dino Polska Post I cover: Updates on the Business Strategy What we as Investors can expect from the future A Napkin Math Calculator Update Overall Theme: Why I added to my position on Friday on the 11% drop https://t.co/mjfdBmOgTa"  
[X Link](https://x.com/wolfofharcourt/status/1772448771932082338)  2024-03-26T02:21Z 19.3K followers, [----] engagements


"$DNP.WA continuing to bleed post earnings down 4% today and 20% over the past month Still on the watchlist"  
[X Link](https://x.com/wolfofharcourt/status/1775497134110134342)  2024-04-03T12:14Z 19.3K followers, 165.2K engagements


"8. Auto Trader $AUTO Market cap: $9 billion Auto Trader is a British automotive online marketplace and classified advertising business"  
[X Link](https://x.com/wolfofharcourt/status/1797270107523371212)  2024-06-02T14:12Z 19.3K followers, [----] engagements


"9. CTS Eventim $EVD Market cap: $8 billion CTS Eventim is a German company in the leisure-events market with ticketing and live entertainment"  
[X Link](https://x.com/wolfofharcourt/status/1797270111369469989)  2024-06-02T14:12Z 19.3K followers, [----] engagements


"The Mexico Unbanked Opportunity Visualised Only 49% of adults in Mexico have access to a bank account leaving around [--] million unbanked customers. Strong growth driver for $NU $MELI"  
[X Link](https://x.com/anyuser/status/1805543939585270113)  2024-06-25T10:09Z 19.3K followers, 10K engagements


"Dino Polska $DNP.WA Opens [--] New Stores in H1 [----] $DNP.WA store network reached [----] stores at the end of H1 [----] an increase of 10% YoY. https://twitter.com/i/web/status/1808092154520297717 https://twitter.com/i/web/status/1808092154520297717"  
[X Link](https://x.com/wolfofharcourt/status/1808092154520297717)  2024-07-02T10:55Z 19.3K followers, [----] engagements


"Anyone a buyer of $DNP.WA at these levels Trading towards the low end of its historical forward multiple"  
[X Link](https://x.com/wolfofharcourt/status/1813543771788980325)  2024-07-17T11:58Z 19.3K followers, [----] engagements


"Dino Polska $DNP.WA Q2 [----] Earnings Revenue: PLN [----] billion +11% YoY EBITDA: PLN [---] million -9% YoY Initial thoughts are revenue looks a light LFL growth of just 6%. EBITDA margin continues to trend down also. New store growth also plateauing"  
[X Link](https://x.com/wolfofharcourt/status/1826872316178890866)  2024-08-23T06:41Z 19.3K followers, 14.5K engagements


"Build-A-Bear $BBW saw same-day deliveries increase tenfold following the partnership with $UBER. On-demand delivery remains a huge opportunity"  
[X Link](https://x.com/wolfofharcourt/status/1901202384317292556)  2025-03-16T09:22Z 19.3K followers, 14.5K engagements


"$NVDA Q1 earnings call: $UBER is a leader in NVIDIA's foundational model for humanoid robots Cosmos World"  
[X Link](https://x.com/anyuser/status/1928044069793522155)  2025-05-29T11:01Z 19.3K followers, 17.2K engagements


"Current Priority Watchlist Wise $WISE Axon $AXON Hermes $RMS Coupang $CPNG Hims & Hers $HIMS What's on yours"  
[X Link](https://x.com/wolfofharcourt/status/1929132868573495460)  2025-06-01T11:08Z 19.3K followers, 16.4K engagements


"@FromValue Respectfully disagree that valuation doesnt matter. No need to chase stocks plenty of opportunities out there. Its all relative"  
[X Link](https://x.com/wolfofharcourt/status/1936421412232966641)  2025-06-21T13:50Z 19.3K followers, [---] engagements


"This weeks earnings Portfolio $SE $ADYEN $NU Together they make up almost a quarter of my portfolio. Big week ahead"  
[X Link](https://x.com/wolfofharcourt/status/1954432782870118592)  2025-08-10T06:41Z 19.3K followers, [----] engagements


"$UBER announces the launch of Uber Trains From [----] [--] high-speed trains could connect Stratford Intl to Brussels Paris Lille & more via the Channel Tunnel. Partnering with Gemini Trains tickets may be booked directly in the app alongside cabs bikes and more"  
[X Link](https://x.com/anyuser/status/1960621691287298313)  2025-08-27T08:33Z 19.3K followers, 19K engagements


"$MELI fell 6% yesterday as $AMZN made its most aggressive move in Brazil since entering the market. From Sept [--] to Dec [--] right in Black Friday season $AMZN is resetting all storage and shipping fees for Fulfillment by Amazon. For new sellers the push is even bolder: no logistics charges no commissions and reimbursements for other costs. In short joining $AMZN marketplace is practically free. This looks like a strong play to lure sellers away from $MELI but heres the catch: beating $MELI requires more than aggressive promos. $MELI has spent years building out logistics and fulfillment"  
[X Link](https://x.com/wolfofharcourt/status/1973692407502999866)  2025-10-02T10:11Z 19.3K followers, 73.3K engagements


"$RBRK Congrats to all fellow shareholders who were buying in the $70s"  
[X Link](https://x.com/wolfofharcourt/status/1996951154027090047)  2025-12-05T14:33Z 19.3K followers, 21.5K engagements


"Portfolio Review - December [----] $MELI $AMZN $META $NU $SE $ADYEN $ASML $RBRK $UBER $ABBV $MSFT $V $INPST $EVO $NIO Two positions I added to Q4 and YTD performance and current buy list. Full review👇"  
[X Link](https://x.com/wolfofharcourt/status/2006331427080609808)  2025-12-31T11:47Z 19.3K followers, [----] engagements


"DEGIROs most traded stocks of [----] Pretty cool graphic $WDI.DE $TSLA $DANSKE.CO $IAG $OUTFF $ALNOV.PA $MARA $NIO $RDSA.AS $OTGLY"  
[X Link](https://x.com/wolfofharcourt/status/1346535737513140225)  2021-01-05T19:15Z 19.3K followers, [--] engagements


"Which Semi stock outperforms over the next [--] years $AMD $ASML $NVDA $TSM Advanced Micro Devices ASML Taiwan Semiconductor NVIDIA Advanced Micro Devices ASML Taiwan Semiconductor NVIDIA"  
[X Link](https://x.com/wolfofharcourt/status/1884189311899455930)  2025-01-28T10:38Z 19.3K followers, [----] engagements


"$UBER is a TAM expander for restaurants and merchants "helping capture younger and more affluent guests. a significant incremental opportunity" Darden Restaurants Q1 [----] earnings call https://twitter.com/i/web/status/1973700707506405843 https://twitter.com/i/web/status/1973700707506405843"  
[X Link](https://x.com/wolfofharcourt/status/1973700707506405843)  2025-10-02T10:44Z 19.3K followers, [----] engagements


"$NU has been named Best Digital Bank globally by Finovate The reward is recognition of $NU customer-first approach innovative tech and mission to make finance more accessible. https://twitter.com/i/web/status/1966050621649465581 https://twitter.com/i/web/status/1966050621649465581"  
[X Link](https://x.com/wolfofharcourt/status/1966050621649465581)  2025-09-11T08:06Z 19.3K followers, [----] engagements


"Portfolio Review - October [----] $MELI $AMZN $SE $META $NU $ADYEN $ASML $MSFT $RBRK $ABBV $UBER $INPST $EVO $V $NIO $TXN Three positions I added to one position I sold and current buy list. Full review 👇"  
[X Link](https://x.com/wolfofharcourt/status/1984695800853881061)  2025-11-01T18:55Z 19.3K followers, 13.7K engagements


"Portfolio Review - November [----] $MELI $NU $AMZN $SE $META $ADYEN $ASML $MSFT $ABBV $RBRK $UBER $V $EVO $INPST $NIO Three positions I added to and current buy list. Full review 👇 https://twitter.com/i/web/status/1994745039650787366 https://twitter.com/i/web/status/1994745039650787366"  
[X Link](https://x.com/wolfofharcourt/status/1994745039650787366)  2025-11-29T12:27Z 19.3K followers, 13.3K engagements


"@AretardInvestor @portseido Cheers most cost basis on $ADYEN is half the current price"  
[X Link](https://x.com/wolfofharcourt/status/1994871053089464691)  2025-11-29T20:48Z 19.3K followers, [---] engagements

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