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Deep | BKNG: Re-routing $7B of Paid Search in the Agentic Era
Booking Holdings spent $32B on advertising over the last 5 years.
Jul 9
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Origo Research
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5
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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
Jul 4
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Origo Research
5
6
3
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
Jun 25
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Origo Research
5
2
4
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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10
2
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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Deep | 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
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Origo Research
6
5
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 | Honeywell: Catalysts Galore and an Option on Quantum
Starter position
May 6
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Origo Research
14
5
Deep | Inside Athene: An Exposé on Apollo's Growth Engine
Preface
Apr 24
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Origo Research
31
4
7
Deep | Private Credit & BDC Debacle: Facts vs. Fiction
+ are $OWL and $OBDC oversold?
Feb 22
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Origo Research
7
2
CVC and Ares Caught Offside
Sports Investing: Misadventures in French Football
Feb 18
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Origo Research
3
1
Deep | SK Square = Discount Squared
Compounding discounts on the memory supercycle
Feb 10
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Origo Research
12
4
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