Bull Sessions (3/17/2026)

 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 … 

In this St. Patrick's Day edition of Bull Sessions, Mark Robertson, Ken Kavula, Matt Spielman, and Kim Butcher discussed market conditions and investment opportunities as of March 17, 2026. The group reviewed recent performance updates on major holdings including Apple and NVIDIA, noting that NVIDIA leadership remains optimistic despite recent sluggishness, while Apple has become more attractively priced. They emphasized the importance of avoiding Wall Street's overemphasis on PE ratios and trendy concepts like 'risk appetite,' instead focusing on the Manifest Method's proven approach to finding quality companies at reasonable prices. The speakers highlighted that their 10 most widely followed companies have delivered an average 22% return over 10 years, demonstrating the power of systematic stock selection within their investment community.

The group also introduced an emerging discussion topic around the potential 'SaaS-pocalypse' and how artificial intelligence may impact the software-as-a-service industry, noting that companies like Paycom and Microsoft have been on downward trends recently. They referenced using Claude (from Anthropic) at Manifest Investing and encouraged audience participation in upcoming discussions about software's future. Market valuations were assessed as slightly undervalued according to Morningstar data, with the Value Line Median Appreciation Projection at 45%, representing fairly normal return expectations of 9-10% on average. The session wrapped up with a reminder that the Manifest Method's long-term, fundamental analysis approach continues to outperform market-driven narratives.