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Weekly | Kimchi, Burgers and Planes
ADR Arb vs. Merger Arb
Jul 11
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Origo Research
5
4
Weekly | Can You Still be a Stock Market Genius? Grading the Spin-Off Class of H1 2026
Welcome back!
Jul 5
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Origo Research
7
1
Weekly | Mind the Gap in UK M&A, Alt GPs Back on the Menu?
+ the week ahead
Jun 28
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Origo Research
6
3
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Weekly | The $MSTR Layer Cake, $SATS Spectrum Auction 113 Read-Across
Michael Saylor went on record this week talking about how he designed STRC using AI. We can picture the prompt:
Jun 21
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Origo Research
7
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Weekly | Volatility Galore, $SATS Rollercoaster, Post-Catalyst Investing
We have seen some incredible two-way volatility over the past 6-7 trading days with the chance to opportunistically add to and trim several names:
Jun 13
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Origo Research
6
4
Weekly | State of the IPO Market, Tactical Considerations, $HONA Spin-Off Incentives
After a monster +32% run in the span of 60 days, the NASDAQ dipped -4.8% on Friday accompanied by a surging VIX which was +40% on the day.
Jun 7
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Origo Research
6
Weekly | Apollo & Anthropic Jumbo deal, Klarna Free Option, $HON Quantinuum IPO
Apollo, Blackstone & Anthropic Jumbo Deal on TPU Chips
May 31
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Origo Research
10
2
2
Weekly | HON RemainCo, SPCX on Hyperliquid, New Themes
HON RemainCo
May 24
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Origo Research
5
1
Weekly | SK Mania, Alt GP Q1 Report Card
SK Mania
May 10
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Origo Research
7
Weekly | Alt GPs – bottom is in?
+ SK Square in a post-IBKR world (how much juice is left)
May 3
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Origo Research
7
7
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Weekly | Alts in Focus
+ Korea Discount and Portfolio Updates (When to Sell)
Mar 15
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Origo Research
10
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Weekly | Got Tankers? (Iran Edition)
+ Updates on EchoStar and Nordic Semiconductor
Mar 1
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Origo Research
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