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Deep | Inside Athene: An Exposé on Apollo's Growth Engine
Preface
Apr 24
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Origo Research
33
4
8
Deep | Honeywell: Catalysts Galore and an Option on Quantum
A spin-off and an IPO in a set-up reminiscent of GE
May 6
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Origo Research
14
5
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
12
8
4
Deep | Dispersion in AI Infrastructure Credit
Finding Excess Returns in the DC Project Finance Complex (Part 1)
Aug 30
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Origo Research
11
3
Deep | easyJet vs. Castlelake: Put Up or Shut Up
Why a Castlelake bid is still far from being fully priced in
Jun 8
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Origo Research
10
2
Deep | Klarna: Inflection Point?
Down 62% since IPO. Hated sector. A two-sided 118m customer network turning the corner with misunderstood potential for a real narrative shift.
May 16
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Origo Research
8
5
Weekly | Alts in Focus
+ Korea discount and portfolio updates (when to buy/sell)
Mar 15
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Origo Research
10
4
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
4
Deep | Gambling Man: Inside Masa's Playground
Peeling the onion on SoftBank's NAV
May 9
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Origo Research
9
1
Deep | Is Blackstone an AI Stock?
Stephen Schwarzman would have you believe so
Jul 31
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Origo Research
8
1
Deep | Equity-like returns on an A- Rated Bond?
I discuss an alternative trade to a hotly debated stock
Feb 2
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Origo Research
7
2
1
Deep | Grid Wars: License to Connect
Alpha at the heart of Europe's structural grid deficit
May 30
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Origo Research
6
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