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🧠 Cognizant (CTSH): The Impossible Float Monopoly, Project Leap, and a 9x Multiple GARP Arbitrage

Cognizant may be one of the market's most overlooked AI transformation stories. Strong bookings, aggressive buybacks, and a surprisingly cheap valuation suggest investors may be pricing the company too pessimistically.

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🌐 Globant (GLOB): The AI Infrastructure Tollbooth Trading at 7x Earnings

Globant (NYSE: GLOB) may be one of the most intriguing AI-related value plays on the market. Trading 87% below its peak, the company combines a growing AI-native services platform, accelerating cash flow, aggressive share buybacks, institutional ownership above 100% of float, and a historic first insider purchase from former Hong Kong Exchange CEO Alejandro Aguzin. Is Wall Street missing the story?

 

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