Round Table (February 2025)

Our knights and guest damsels continue to share actionable ideas, including analysis and some portfolio design & management. This continuing series is where we’ll try to identify companies positioned for strong performance … just another component of our series of investors helping investors to discover success in long-term investing.

The February Investing Round Table is our annual black tie and red carpet gala, our awards for the best all-time selections and best results for the 2024 season. This FREE webcast will include 3-4 selections from our best ideas right now. The tracking portfolio (since 2010) has a rate of return of 16.7% — beating the Wilshire by approximately +4.0% (annualized percentage points per year.)

We’ll celebrate with knights and damsels everywhere. Consider joining Ken Kavula, Cy Lynch, Hugh McManus and Mark Robertson as they share their current favorite stock study ideas.

The February 2025 Manifest Investing Roundtable featured Ken Kavula, Mark Robertson, and Cy Lynch discussing their investment performance and presenting annual awards. The panel reviewed their long-running investment strategy, which aims to consistently beat the Wiltshire 5000 index by achieving a 5% higher return. Over their 14-15 year history, they've maintained an impressive 17.4% annualized return compared to the index's 12.8%.

The roundtable highlighted several notable stock performances, particularly focusing on companies like Microsoft, Booking Holdings, and Nvidia. Herb Blemkool was recognized for his prescient Nvidia selections, which have significantly outperformed the market. The discussion also delved into challenges faced by tech consulting firms like EPAM and Cognizant, reflecting the complex dynamics of technology and IT services sectors.

A significant portion of the event was dedicated to the 'Golden Knight Awards', which recognize top stock picks from the past year. Herb was awarded best stock selection for his Nvidia pick, which achieved a remarkable 100% return versus the market since November 2023.