Bull Sessions (3/3/2026)

Bull Sessions. Discussions centered around the lessons learned and successful methods deployed by the modern investment club movement. We design a portfolio and manage a real money portfolio (Buttonwood) while flexing and demonstrating features, tools and resources at Manifest Investing. 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 …

In this Bull Sessions webinar from March 3, 2026, Mark Robertson and Ken Kavula, joined by Kim Butcher and Matt Spielman, discussed market conditions and investment opportunities during a day of market turbulence. The speakers emphasized the Manifest Investing philosophy that market downturns create buying opportunities, with Robertson noting he had already made purchases that morning. The team reviewed their demonstration portfolios, including the Buttonwood portfolio and the Investing Roundtable, which continue to outperform market benchmarks with strong long-term returns. Ken Kavula shared positive news about small-cap portfolio performance despite earlier market weakness, demonstrating the resilience of thoughtfully constructed investment club portfolios.

The webinar covered critical analysis of the current market valuation, with Ken noting the market remains slightly overvalued while Morning Star suggests it's near fair value. The speakers discussed their top-performing companies and portfolios, highlighting that even within groups of ten companies, most perform well over the long term, validating the Manifest Method's focus on quality companies with solid fundamentals. The team reviewed portfolio metrics including Projected Annual Return (PAR) and sales growth rates, emphasizing the importance of maintaining PAR above the market average. They previewed upcoming deep dives into specific holdings and reinforced the educational mission of the investment club methodology for individual investors.