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Grid Wars: License to Connect
Alpha at the heart of Europe's structural grid deficit
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Klarna: Inflection Point?
Down >60% since IPO. Hated sector. A two-sided 118m customer network with misunderstood potential for a real narrative shift.
May 16
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Origo
6
3
Catalysts galore and an option on Quantum
Starter position
May 6
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Origo
11
3
Weekly Round-up: Apollo & Anthropic Jumbo deal, Klarna Free Option, $HON Quantinuum IPO
Apollo, Blackstone & Anthropic Jumbo Deal on TPU Chips
1 hr ago
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Origo
3
[Weekly] HON RemainCo | SPCX x HL | New Themes (Upgrade/Mx Capex Supercycle)
HON RemainCo
May 24
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Origo
5
1
[Excel] Honeywell SOTP & Comps
Sharing the underlying excel Honeywell
May 22
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Origo
5
[Flash] EchoStar: FCC approves SpaceX deal, all systems go
How we are approaching timing and target levels from here
May 13
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Origo
8
2
1
[Weekly] SK Mania, Alt GP Q1 Report Card
SK Mania
May 10
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Origo
7
Gambling Man: Inside Masa's Playground (SoftBank Series Part 1)
Part 1: Peeling the Onion on SoftBank's NAV
May 9
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Origo
9
1
SK Hynix Cubed – Yes, there is another layer
With all the hype currently surrounding SK Square, sharing some quick thoughts alongside the NAV discount breakdown for SK Inc.
May 6
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Origo
14
1
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