InsideArbitrage Special Situations Newsletter: March 2026
Yet Another War The Software Nuclear Winter or SaaS-pocalypse that we covered in the last newsletter and that prompted us to buy SaaS company Navan (NAVN), continues to rage on.…
Written byAsif SuriaSource: InsideArbitrage
Yet Another War The Software Nuclear Winter or SaaS-pocalypse that we covered in the last newsletter and that prompted us to buy SaaS company Navan (NAVN), continues to rage on. As a result of the opportunities that are popping up in that industry, one of the two spotlight ideas for this newsletter is also a