# Bull Sessions (8/26/2025)

Preps for the August Round Table … Foundational Selling … kicking off the Quest for Best Small Companies (2026) over the next 8 weeks … The GLP-1 phenomenon:...

Canonical: https://www.manifestinvesting.com/community/events/2604

Preps for the August Round Table … Foundational Selling … kicking off the Quest for Best Small Companies (2026) over the next 8 weeks … The GLP-1 phenomenon: An update.

In this August 2025 Bull Sessions webinar, Mark Robertson, Ken Kavula, and Matt Spielman discuss market insights, investment club performance, and current investment landscape. The session explores the challenges of beating market returns, with Ken Kavula emphasizing that consistently outperforming the market by 5 percentage points is extremely difficult, noting that only 20 funds in their database achieve this long-term goal. The speakers also reviewed market valuation trends, highlighting that current market levels are relatively reasonable despite media narratives.
