Archive - Origo Research

EchoStar DISH DBS Restructuring

Another step towards repositioning as a Space Investment pure-play

Mar 20 • origo

Weekly Roundup: Alts in Focus

+ Korea Discount and Portfolio Updates (When to Sell)

Mar 15 • origo

Weekly Roundup: Got Tankers? (Iran Edition)

+ Updates on EchoStar and Nordic Semiconductor

Mar 1 • origo

February 2026

Private Credit & BDC Debacle: Facts vs. Fiction

+ are $OWL and $OBDC oversold?

Feb 22 • origo

CVC and Ares Caught Offside (Part 1)

Sports Investing: Misadventures in French Football

Feb 18 • origo

SK Square Analysis (Excel)

Available for paid subscribers

Feb 10 • origo

SK Square = Discount Squared

Compounding discounts on the memory supercycle

Feb 10 • origo

The Art of Asymmetry

Expanding the toolkit (Free Post)

Feb 6 • origo

Nordic Semiconductor: 10x potential at the nexus of EdgeAI and Satellite IoT

Early innings of a multi-year re-rate as stock decouples from legacy trends

Feb 4 • origo

EchoStar NAV and IPO Sensitivities (Excel)

Download available to paying subscribers

Feb 2 • origo

Equity-like returns on an A- Rated Bond?

I discuss an alternative trade to a hotly debated stock

Feb 2 • origo

Hyperliquid HIP-3: Arbitrageur's Paradise (Part 1)

Farming carry trades on pre-IPO darlings: SpaceX, Anthropic

Feb 1 • origo

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