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Deep | Dispersion in AI Infrastructure Credit
Finding Excess Returns in the DC Project Finance Complex (Part 1)
Aug 30
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Origo Research
11
3
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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15
5
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Deep | $OWL: Turning the Corner?
In today’s increasingly reflexive markets, we should be thankful to the media.
Jul 29
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8
4
Most Popular
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Deep | Inside Athene: An Exposé on Apollo's Growth Engine
Apr 24
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33
4
8
Deep | Honeywell: Catalysts Galore and an Option on Quantum
May 6
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14
5
Deep | EchoStar: Dark Side of the Moon
Jul 20
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12
8
4
Deep | easyJet vs. Castlelake: Put Up or Shut Up
Jun 8
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10
2
Deep | Klarna: Inflection Point?
May 16
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Origo Research
8
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Weekly | Alts in Focus
Mar 15
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10
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Recent posts
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Deep | Is Blackstone an AI Stock?
Stephen Schwarzman would have you believe so
Jul 31
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Origo Research
8
1
Deep | EchoStar: Dark Side of the Moon
Shining a light on the ECHO stub and Ergen's possible endgame
Jul 20
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12
8
4
Excel | PYPL 3.25% 2050s: Merger Arb Calculator
Original research on mispriced inflection points – catalysts, complexity, transformations.
Aug 25
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5
Weekly | Bessent vs. Hyperscalers
+ How Athene Wins
Aug 23
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8
2
Flash | Klarna: Too Cheap?
Welcome back!
Aug 21
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Origo Research
3
6
Flash | PYPL 3.25% 2050s: 1.5x MOIC Still Live
Timeline accelerating, defeasance thoughts, revised IRR distribution calculator
Aug 19
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Origo Research
3
Flash | EchoStar: Q2 Highlights, SPCX "Bullish Unlocks", HSCC Chapter 11 Filing
In this note we will be sharing our latest thought process since a lot has happened in that window:
Aug 9
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Origo Research
6
Weekly | Liquidity Has a Price (Again)
Ken Griffin's $8B lesson, path dependency in AI, and the return of credit discipline
Aug 2
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Origo Research
7
2
Weekly | ORCL: No Más?
Navigating a $2.4T RPO Web via Equity Dilution as IG Market Taps Out
Jul 26
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Origo Research
17
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Origo Research
Original research on mispriced inflection points – catalysts, complexity, transformations.
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