The Special Situation Report

The Special Situation Report

InsideArbitrage August 2026 Mid-Month Update – Acquisitions in a Post-SaaSocalypse World

Asif's avatar
Asif
Aug 15, 2026
∙ Paid

I started our last Mid-Month Update covering insider buying in 62 software companies by stating:

“Industries in crisis provide fantastic opportunities if you are willing to wait patiently for some of the dust to settle and don’t mind temporary drawdowns as it is nearly impossible to pick bottoms.”

I was reminded of that line last week when I saw, after a …

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