Bull Sessions (3/18/2025)

Join Mark Robertson, Ken Kavula and frequent special guests for these explorations of a wide variety of investing-related topics, most frequently centered on the time-honored lessons of the modern investment club movement with respect to opportunity discovery and analysis … and portfolio design and management. This week’s session will include tips for searching for past content on YouTube, perhaps a Costco (COST) Challenge, and prospecting via activist Rhinos.

The March 18, 2025 Bull Sessions webinar featured Mark Robertson, Ken Kavula, Kim Butcher, and Matt Spielman discussing recent market performance, investment club methodologies, and insights from their interactions with various investment clubs. The session covered market characterization using Value Line arithmetic averages, highlighting a challenging first quarter of 2025 with returns forecasted around 10-11%. The presenters shared their experiences with a distributed investment club and explored nuanced topics like MyPAR and PROVE calculation methods.