Powerlaw: Discount To NAV - Check, What Now?

Powerlaw Corp. remains a Strong Buy, now trading at a 10% discount to NAV, offering an attractive margin of safety. PWRL provides rare access to high-potential private AI and tech innovators, most of whom are founder-led and positioned for generational growth. The fund's 18 holdings are disruptive, long-term catalysts in AI, fintech, and design, targeting new and expanding addressable markets. Despite recent SPCX weakness, PWRL's investment horizon is measured in decades, not quarters, and its current discount is unlikely to persist.

I wrote about Powerlaw Corp. ( PWRL ) last month as Space Exploration Technologies ( SPCX ) was going through its public debut. The fund held an SPCX weighting of 19.4% when that article came out, and that was