# Bull Sessions (7/15/2025)

July 2020: Time For More Exploration. Introducing Bull Sessions: A bull session is generally an informal, typically impromptu discussion, especially among a ...

Canonical: https://www.manifestinvesting.com/community/events/2374

July 2020: Time For More Exploration. Introducing Bull Sessions: A bull session is generally an informal, typically impromptu discussion, especially among a small group. I’ve experienced a number of phone and web-based conversations with newcomers following the Covid Cancellation Conference and several discussions with experienced members of our long term investing community.

There appears to be suitable interest in “airing out” some themes and exploring areas of opportunity and this weekly webcast will provide updates on current initiatives and also provide an opportunity to explain and explore any number of topics of interest, including but not limited to:

Macro and Micro Themes of Current Interest (e.g. our current exploration of PROVE)
 Stock Analysis Methods
 Specific Company Studies
 Portfolio Design & Management
 Best Current Ideas: “A Few of Our Favorite Screens”
 What’s On Your Mind?

In this mid-July 2025 Bull Sessions webinar, Manifest Investing founders Mark Robertson and Ken Kavula discuss current market trends, technology investments, and their ongoing investment philosophy. The discussion covers the persistent predictions of an impending recession, technological developments, and the current state of stock market valuations. They reflect on their past discussions and book studies, emphasizing their commitment to understanding long-term technological shifts and maintaining a disciplined investment approach.