Primary Source Arbitrage
First-year Rotman Commerce | Concentrated equity portfolio Primary source theses: 10-Ks, transcripts, filings Live book. Real capital. Documenting in real time.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 11 | Founded | 3 months ago | Last Issue | 7 days ago |
| Active | |||||
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darrenleung1.substack.comLatest Issues
Gold Fell 28%. Central Banks Bought More Anyway.
Gold touched $5,626 on the futures contract on January 29, 2026. By June 11, it had fallen to $4,046, a 28% drawdown in four and a half months. The World Gold Council published its 2026 Central Bank Gold Reserves Survey on June 16. Record 7...
Is the SaaSpocalypse Real? The Data Is Already In.
The SaaSpocalypse had a specific thesis. AI kills SaaS seats. Fewer users, lower renewal rates, revenue headwinds, margin compression. Seat-based software loses to agents. It was falsifiable.
The reported numbers have falsified it.
Servic...
Adobe Just Reported Its Best AI Quarter. The Stock Is 48% Off Its 52-Week High
On June 11, Adobe reported Q2 FY2026. AI-first ARR crossed $500 million, up 3x YoY. Firefly ARR approached $300 million, up approximately 50% QoQ. CXO AI-first ARR grew 4x YoY. RPO grew 13% YoY. Revenue of $6.62 billion beat consensus by $1...
Itron. $130 on EV/EBITDA. $326 on EV/ARR. Same 18×
On June 1, 2026, Landis+Gyr CFO Davinder Athwal disclosed annual recurring revenue (ARR) as a formally tracked segment metric for the first time at Nasdaq MarketSite. Verbatim: “I don’t think we’ve ever said that before, but that’s a new me...
Figma's Q1. Adobe's Q2.
Figma reported Q1 2026 revenue of $333 million, up 46% YoY, accelerating for the second consecutive quarter. Net dollar retention reached 139%, the highest level in over two years. The stock was up 14% on the day.
The design software AI di...
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First-year Rotman Commerce | Concentrated equity portfolio Primary source theses: 10-Ks, transcripts, filings Live book. Real capital. Documenting in real time.
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