The Special Situation Report

The Special Situation Report

InsideArbitrage Special Situations Newsletter: February 2026

Monthly newsletter covering two spotlight ideas, M&A activity, custom screens and more.

Asif's avatar
Asif
Feb 01, 2026
∙ Paid

Software Nuclear Winter

The nuclear winter in biotech stocks that started in early 2021 went on for nearly four years before the industry started to thaw in 2025. The resultant damage not only caused massive losses to investors who were focused on that industry but also resulted in a large number of zombie biotech companies that were trading below the ca…

Keep reading with a 7-day free trial

Subscribe to The Special Situation Report to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2026 The Special Situation Report · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture