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. 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 SaaS company. We understand that we are likely still early in this disruption cycle.

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