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Deep | BKNG: Re-routing $7B of Paid Search in the Agentic Era
Booking Holdings spent $32B on advertising over the last 5 years.
Jul 9
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Deep | Solaria: Valuing this Powered Land Bank Platform in a Grid-Constrained Europe
Breaking down the valuation drivers as Solaria transitions from price-taking solar developer to energy infrastructure platform selling time-to-power
Jul 4
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Flash | easyJet Board Recommends 690p Offer, Merger Arb Spread Sits at 13%. Too Wide?
Castlelake put forward a (fifth) offer at 690p / share which finally garnered enough support for the Board to recommend.
Jul 7
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Deep | Inside Athene: An Exposé on Apollo's Growth Engine
Apr 24
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Deep | Honeywell: Catalysts Galore and an Option on Quantum
May 6
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Deep | easyJet vs. Castlelake: Put Up or Shut Up
Jun 8
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Weekly | Alts in Focus
Mar 15
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Deep | Gambling Man: Inside Masa's Playground
May 9
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Deep | Equity-like returns on an A- Rated Bond?
Feb 2
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Recent posts
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Excel | Solaria Valuation Model
Sharing the valuation model on Solaria with paid subscribers.
Jul 14
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Weekly | Kimchi, Burgers and Planes
ADR Arb vs. Merger Arb
Jul 11
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Excel | easyJet Merger Arb Calculator
With the renewed Iran tensions and oil price volatility easyJet has traded off to 588p / share, implying a pretty juicy 17.3% merger arb spread.
Jul 10
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Weekly | Can You Still be a Stock Market Genius? Grading the Spin-Off Class of H1 2026
Welcome back!
Jul 5
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Flash | Klarna vs. Google Verdict is In: $1.97B
Quick note on the verdict that just came through on Klarna.
Jul 1
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Flash | Quick Thoughts on Honeywell Valuation Post Spin-Off
Yesterday Honeywell completed the spin-off of its Aero Technologies division trading under the new ticker $HONA.
Jun 30
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Weekly | Mind the Gap in UK M&A, Alt GPs Back on the Menu?
+ the week ahead
Jun 28
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Deep | Klarna’s Free $9B Option on Google
On Friday 26th June Swedish courts will render their verdict on a litigation amount with a face value in excess of Klarna's entire market cap
Jun 25
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Weekly | The $MSTR Layer Cake, $SATS Spectrum Auction 113 Read-Across
Michael Saylor went on record this week talking about how he designed STRC using AI. We can picture the prompt:
Jun 21
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Origo Research
Original research on mispriced inflection points – catalysts, complexity, transformations.
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