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Deep | Dispersion in AI Infrastructure Credit
Finding Excess Returns in the DC Project Finance Complex (Part 1)
 • Origo Research
Deep | Is Blackstone an AI Stock?
Stephen Schwarzman would have you believe so
 • Origo Research
Deep | $OWL: Turning the Corner?
In today’s increasingly reflexive markets, we should be thankful to the media.
 • Origo Research
Deep | EchoStar: Dark Side of the Moon
Shining a light on the ECHO stub and Ergen's possible endgame
 • Origo Research
Deep | BKNG: Re-routing $7B of Paid Search in the Agentic Era
Booking Holdings spent $32B on advertising over the last 5 years.
 • Origo Research
Deep | Solaria: Valuing this Powered Land Bank Platform in a Grid-Constrained Europe
Breaking down the valuation drivers as Solaria transitions from price-taking solar developer to energy infrastructure platform selling time-to-power
 • Origo Research
Deep | Klarna’s Free $9B Option on Google
On Friday 26th June Swedish courts will render their verdict on a litigation amount with a face value in excess of Klarna's entire market cap
 • Origo Research
Deep | easyJet vs. Castlelake: Put Up or Shut Up
Why a Castlelake bid is still far from being fully priced in
 • Origo Research
Deep | Grid Wars: License to Connect
Alpha at the heart of Europe's structural grid deficit
 • Origo Research
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.
 • Origo Research
Deep | Gambling Man: Inside Masa's Playground
Peeling the onion on SoftBank's NAV
 • Origo Research
Deep | Honeywell: Catalysts Galore and an Option on Quantum
A spin-off and an IPO in a set-up reminiscent of GE
 • Origo Research
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