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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
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