Investing Round Table (October 2025)

We have One Job. Actionable ideas.Great Pumpkin Believers Unite! Join us for this FREE, educational, entertaining and REWARDING monthly discussion where we share a handful of actionable stock studies and work through the analysis. The rate of return since 2010 for the Round Table tracking portfolio is 16.2%.

The October Investing Roundtable session featured Ken Kavula, Mark Robertson, and Cy Lynch discussing their long-running investment club's performance and strategy. With over 16 years of tracking, their portfolio has consistently beaten the Wilshire 5000 benchmark, currently achieving a 16.1% return compared to the market's 14.4%. The team emphasized the challenge of consistently outperforming the market and highlighted their goal of selecting stocks that can potentially return 5-10% above the median projected annual return (PAR).