Bull Sessions (6/3/2025)

Cash Flow Matters (Continued). Wandering the minefield and launch pads of early stage investing as we discuss David Gardner's recent Rule Breakers manifesto moment. Companies: Palantir (PLTR), MercadoLibre (MELI), Tesla (TSLA), Shopify (SHOP), Netflix (NFLX), Amazon (AMZN), Nvidia (NVDA), Axon Enterprise (AXON), and Intuitive Surgical (ISRG).

In this June 2025 Bull Session, Manifest Investing speakers Mark Robertson and Ken Kavula led a discussion focused on cash flow analysis and long-term investment strategies. The session explored the concept of 'Cash Flow Aristocrats', examining companies with consistently increasing cash flow over 10-year periods. Mark Robertson highlighted the importance of understanding cash flow as a fundamental metric for evaluating companies, emphasizing that dividends ultimately originate from a company's cash reserves rather than just earnings.