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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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3
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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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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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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7
2
July 2026
Deep | Is Blackstone an AI Stock?
Stephen Schwarzman would have you believe so
Jul 31
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8
1
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
Weekly | ORCL: No Más?
Navigating a $2.4T RPO Web via Equity Dilution as IG Market Taps Out
Jul 26
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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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8
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