Archive - Origo Research

[Weekly] HON RemainCo | SPCX x HL | New Themes (Upgrade/Mx Capex Supercycle)

18 hrs ago • Origo

[Excel] Honeywell SOTP & Comps

Sharing the underlying excel Honeywell

May 22 • Origo

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 • Origo

[Flash] EchoStar: FCC approves SpaceX deal, all systems go

How we are approaching timing and target levels from here

May 13 • Origo

[Weekly] SK Mania, Alt GP Q1 Report Card

May 10 • Origo

Gambling Man: Inside Masa's Playground (SoftBank Series Part 1)

Part 1: Peeling the Onion on SoftBank's NAV

May 9 • Origo

Catalysts galore and an option on Quantum

Starter position

May 6 • Origo

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 • Origo

5.8% to 46% IRR on BBB+ Paper? A Free Option on GME x EBAY Saga

Quick note to highlight to our readers the EBAY 3.65% 2051 notes which we are tracking with both interest and amusement.

May 4 • Origo

[Weekly] Alt GPs – bottom is in?

+ SK Square in a post-IBKR world (how much juice is left)

May 3 • Origo

April 2026

Inside Athene: An Exposé on Apollo's Growth Engine

Apr 24 • Origo

March 2026

EchoStar DISH DBS Restructuring

Another step towards repositioning as a Space Investment pure-play

Mar 20 • Origo

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