InsideArbitrage Special Situations Newsletter: July 2026

Barbell Markets

A scene from the movie O Brother, Where Art Thou? starring George Clooney has stayed with me over the decades since I watched it in 2000. I was driving down El Camino Real in the San Francisco Bay Area with some friends, heading towards Silicon Valley. On a whim, we decided to stop and catch the movie at an Art Deco movie theatre in Menlo Park, the city that is now home to Meta (META).

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