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Join date: Nov 26, 2023

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Jun 7, 20265 min
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 alignment to a perfect...

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Jun 7, 20263 min
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 same level on a...

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May 4, 20263 min
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 news but on...

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Paul Robert

Paul Robert

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