Perspectives
Relatively Momentous? by Mark Robertson Jan 24, 2025
Based on the track record of Seeking Alpha’s Top Ten for the last five years and its emphasis on momentum, we’ve added Relative Momentum to the screening characteristics available at Manifest Investing. (Psssst. You’ll be looking at my first shopping list for my Groundhog entries)
Stellantis (STLA) & Employee Stock Ownership by Mark Robertson Nov 01, 2024
Based on the long-term perspective and outlook for the company, the employee stock ownership offer appears quite attractive.
Successful Investing V: Reasonable Expectations by Mark Robertson Apr 01, 2024
Successful Investing — Getting Started (Continued). You’ve completed your stock study. Now what? How do we “see” the results? How do we emphasize what’s important? What is reasonable? Achievable? Imaginable? What are some sources of ideas — and how do we filter and focus on the Best?
Groundhog Challenge XVIII (2024) by Mark Robertson Feb 01, 2024
*Go Go Groundhogs.* You (individuals and clubs) are invited to submit 5-20 stock selections to compete versus a formidable coterie of successful investors in our next year-long version of a marmot Iditarod.
Kraft Heinz (KHC): Berkshire Brand by Mark Robertson Sep 14, 2023
Anticipation? In the realm of hot dog consumption, "Are you an animal?" Morningstar cites Kraft Heinz (KHC) as a Berkshire Hathaway holding and suggests a favorable outlook for this culinary staple. Do you agree? By the way, the answer is 42. This summary provides a closer look at the pieces of the Equity Analysis process.
Hallowing November With Churchill and Twain by Mark Robertson Dec 01, 2021
Sir Winston Churchill and Samuel Clemens (Mark Twain to some of you) were both born on Nov. 30. Since I was born a day earlier, the three of us got together for a little celebration. We decided to play a game of Risk, or at least I thought we did.
Our Sector Radar/GPS by Mark Robertson Jul 01, 2021
What have the best performing sectors been for the trailing ten years?
Sage of Madison Heights by Mark Robertson May 16, 2021
Forget Warren Buffett. The most influential man in the market today may well be 82-year-old Thomas O'Hara.
MANIFEST 40 Update by Mark Robertson Sep 03, 2020
As we approach the 15th birthday of the Manifest Investing 40 most widely-followed stocks, we welcome Amazon (AMZN) and Disney (DIS) to the party.
MANIFEST 40 Update by Mark Robertson Jul 25, 2018
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. The rate of return since inception (2005) is 10.1%.
Analysis Across The Chasm by Mark Robertson Dec 02, 2016
During our stock studies, we are sometimes confronted with a Kobayashi Maru, a test that seems to defy a solution.
MANIFEST 40 Update by Mark Robertson Oct 05, 2016
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience.
Manifest 40 Update by Mark Robertson Jul 31, 2016
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience.
Manifest 40, March 2016 by Mark Robertson Mar 01, 2016
Your Most Widely-Followed Stocks: An Update
MANIFEST 40 Update by Mark Robertson Jan 01, 2016
The 40 stocks are something of a barometer because we know that these community favorites are not simply followed ... most of them are also widely owned, with considerable diligence and vigilance.
Bucket List: Alaska Cruise by Mark Robertson Dec 01, 2015
Wall Street On Water
MANIFEST 40 Update by Mark Robertson Apr 01, 2015
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. We continuously monitor the 40 most-widely followed stocks by our community of subscribers at Manifest Investing.
Manifest Top 40 Update by Mark Robertson Jan 01, 2015
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. We continuously monitor the 40 most-widely followed stocks by our community of subscribers at Manifest Investing.
Groundhog Challenge Update by Mark Robertson Nov 01, 2014
When An Aggressive Groundhog Roars
Simplicity and Success in Investing by Mark Robertson Mar 01, 2014
This month we introduce a new feature for the monthly e-newsletter, The Clubhouse. We’ll be sharing features and tips & tricks … based on your feedback and favorite resources.
Random Reflections by Mark Robertson Jan 01, 2014
One of the things we do at MANIFEST is attempt to turn some of the random noise and chaos into something less random — through demonstration of time-honored principles and philosophy that goes back over seven decades.
Groundhog VII Update by Mark Robertson Sep 01, 2013
With five months left to the Groundhog Day finish line, this year’s group of hogs is faring pretty well.
Round Table Rolling by Mark Robertson Aug 01, 2013
If you’re within driving distance of any of these venues, we’d love to see you and spend some time sharing lessons learned. If you’re not, but you’d like to see a session in your home town, let us know.
The Stocks You Follow: Manifest 40 by Mark Robertson Jul 01, 2013
We’ve always believed that the collective decisions made by our community of long-term investors is worth huddling over … a place where ideas are born.
Manifest 40, March 2013 by Mark Robertson Apr 01, 2013
An update on the stocks you follow.