Bull Sessions (2/24/2026)

These weekly discussions seek to explore relevant topics and/or actionable opportunities for deeper dives. The sessions are generally held on Tuesdays at 2 PM ET. The editorial calendar will include stock analysis methods, specific company studies, portfolio design and management, “missions” within Manifest Investing …

Depending on your perspective, the GRAND EXPERIMENT is a journey of more than 80 years or 20-30 years-in-the-making. Manifest Investing is actually more about what we believe YOU can do. Many of the participants (clubs and individuals) in the modern investment club movement have achieved superior returns. It all starts with building expectations for our stocks and portfolios. The objective is to outperform stock market benchmarks by five percentage points over the long term.

In this Bull Sessions webinar from February 24, 2026, Mark Robertson and Ken Kavula, along with colleagues Matt and Kim, provided updates on Manifest Investing's platform features and discussed current market conditions. The session began with technical demonstrations of the platform's new resources discovery features and dashboard customization tools, emphasizing the importance of reporting any worksheet issues to Kurt Kowitz for resolution. The speakers highlighted recent platform improvements and announced upcoming educational sessions on alerts and advanced features planned for three to four weeks out.

The bulk of the discussion focused on market turbulence, particularly tariff-related concerns affecting investor sentiment. Mark Robertson presented data suggesting that tariffs represent only 2.2 to 0.5% of total revenues when examined across the broader market, challenging the perception that tariffs pose an existential threat to most companies. The speakers emphasized the importance of patience in investing, referencing the classic quote "stock prices fluctuate" attributed to JP Morgan, and noted that the market's fundamentals remain sound with an average stock return forecast of 8-9%. The Value Line Arithmetic Average briefly hit an all-time high of 13,000 earlier in February before retreating to longer-term trend lines, demonstrating normal market volatility rather than structural problems.

The session also included commentary on specific corporate developments, such as Portillo's stock price recovery from $4 to approaching $6, and a tribute to Charlie Munger and Berkshire Hathaway's continued stewardship. The speakers encouraged investors to continue recruiting family members to invest during February's promotional pricing period and reminded attendees that the roundtable discussion would follow with awards and three to four stock ideas to be shared with the audience.