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Weekly | Bessent vs. Hyperscalers
+ How Athene Wins
16 hrs ago
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Origo Research
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Flash | Klarna: Too Cheap?
Welcome back!
Aug 21
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Origo Research
2
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
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July 2026
Deep | Is Blackstone an AI Stock?
Stephen Schwarzman would have you believe so
Jul 31
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Origo Research
8
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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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Origo Research
8
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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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Origo Research
16
4
Excel | EchoStar: Dark Side of the Moon
Sharing the excel underpinning the latest ECHO write-up.
Jul 23
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Origo Research
4
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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Origo Research
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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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Origo Research
5
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Excel | Solaria Valuation Model
Sharing the valuation model on Solaria with paid subscribers.
Jul 14
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Origo Research
5
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