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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 | Is Blackstone an AI Stock?
Stephen Schwarzman would have you believe so
Jul 31
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7
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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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7
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Most Popular
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Deep | Inside Athene: An Exposé on Apollo's Growth Engine
Apr 24
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Weekly | ORCL: No Más?
Jul 26
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Deep | Honeywell: Catalysts Galore and an Option on Quantum
May 6
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Flash | SK Hynix Cubed – Yes, there is another layer
May 6
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Deep | SK Square = Discount Squared
Feb 10
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Weekly | Apollo & Anthropic Jumbo deal, Klarna Free Option, $HON Quantinuum IPO
May 31
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Recent posts
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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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Weekly | ORCL: No Más?
Navigating a $2.4T RPO Web via Equity Dilution as IG Market Taps Out
Jul 26
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Flash | PayPal 3.25% 2050s: Put Option in Play
Advent and Stripe made an offer to acquire PayPal. Will the CoC put get triggered and could bondholders even end up outperforming the common?
Jul 16
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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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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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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 | 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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Origo Research
Original research on mispriced inflection points – catalysts, complexity, transformations.
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