InsideArbitrage Special Situations Newsletter: June 2026
Monthly newsletter covering two spotlight ideas, M&A activity, custom screens and more.
The Perceived Disrupted
Last month, I wrote about how the current market makes me extremely uneasy because it feels like 1999. In response, the S&P 500 posted a gain of more than 5%, the NASDAQ registered gains of over 8% in a single month and our model portfolio managed to generate nearly 12% of gains. A good mix of AI related names (SanDisk, Marvell), …
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