Illustration showing everyday investors boarding a futuristic launch pad called Powerlaw that provides access to rockets labeled SpaceX, OpenAI, Kalshi, Stripe, Anthropic, Waymo, and Canva.

🛰️ The Venture Secondary Discount: Inside Powerlaw's Pre-IPO Liquidity Arbitrage

Powerlaw isn't simply another investment company—it's a gateway into some of the world's most valuable private technology businesses. With insider buying near NAV and holdings including SpaceX, OpenAI, Kalshi, Stripe and Anthropic, investors must answer one key question: are they buying today's NAV, or tomorrow's?

Read entire article

Whimsical cartoon-style illustration showing a giant brain-shaped corporate headquarters labeled

🧠 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.

Read entire article