Bull Sessions (7/8/2025)

The 5th anniversary of Bull Sessions approaches. 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.

In the July 8, 2025 Bull Sessions webinar, Mark Robertson and Ken Kavula discussed current market trends, investment strategies, and notable stock opportunities. The discussion centered on the importance of disciplined, patient investing and finding high-quality companies with attractive return forecasts. They explored recent market performance, semiconductor industry trends, and highlighted insights from market analysts like Tom Lee and Stephanie Link.