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SPCX: Now that the Company is Public, the Noise Will Only Continue to Increase
“Where there is no revelation, the people cast off restraint; But happy is he who keeps the law.” Proverbs 29:18 God as our Creator is the representation of all truth. Revelation is the opportunity to acknowledge this, and we all face the choice to either disregard God’s sovereignty or accept it. God’s law through His word is one indication of His love as His desire is for us to have a relationship with Him. Jesus Christ life and death on the cross is the ultimate sacrifice a
Jun 224 min read


SPCX: The Right Buy Point on the Most Consequential IPO in a Generation.
“But those who hope in the Lord will renew their strength. They will soar on wings like eagles; they will run and not grow weary, they will walk and not be faint.” Isaiah 40:31 God’s promises are there for anyone who chooses to accept them. Life is full of challenges and difficulty, and God’s truth is there to help us all get through these aspects of our lives. Renewed strength and lack of weariness is not meant to equate to strength of mind or physique, but to offer alignmen
Jun 65 min read


COST & WMT: Pandemic Multiples, Retail Economics. The Reversion Is Overdue.
“The plans of the diligent lead to profit as surely as haste leads to poverty.” Proverbs 21:5 It’s easy to read this and assume it equates to what I would envision as ‘diligent’ or ‘haste’ leading to profit or poverty. However, this is God’s word and ‘profit’ and ‘poverty’ are not associated with material gain, but rather, our eternal future. Nonetheless, these words of wisdom still ring true across every spectrum of our lives. Costco trades at nearly 30x OCF/Share and the sa
Jun 63 min read


CRCL: The Volatility Was Speculation. The Catalyst Is Now Real.
"And the light shines in the darkness, and the darkness did not comprehend it." John 1:5 God’s light cannot be extinguished by evil. In other words, Jesus Christ has won the battle over death and eternity. As a sinner, my choices are to accept or reject His truth. His creation and love affords me this freedom as He stands ready to welcome me into His kingdom. Circle dropped 5% on Thursday while markets were broadly higher, then recovered Friday jumping 10% — not on business
May 33 min read


NFLX: The Noise Is Hastings. The Issue Is What Comes After.
"Where there is no vision, the people perish." Proverbs 29:18 This verse standing alone may seem harsh. But it all depends upon where the vision comes from. Of course, God’s perfect vision is the key guide for all of us. And this verse is alluding to our need for Him and what we face without it. This can also be equated to any leader and their willingness to obtain wisdom and understanding from God to inform their vision; and the implications upon their ‘people’. The market
Apr 182 min read
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