Bull Sessions (4/7/2026)

 Join us as we celebrate April Fool’s (in the rear view mirror) and spend A Few Moments With … Rule Breaker Investing — David Gardner’s newest book. Continuing our Tin Cup retirement dialogue, too. 

In this Bull Sessions episode from April 7, 2026, hosts Mark Robertson and Ken Kavula, joined by Matt Spielman from Houston, discuss recent travels to the Houston chapter meeting and preview upcoming content including David Gardner's "Rule Breaker Investing" book ahead of the Chicago National Convention. The speakers highlight the responsiveness of the Houston audience and announce plans to restructure the "Two Guys" format to be more audience-driven. The episode covers market analysis including divergence between Value Line and MIPAR forecasts, Morningstar fair value metrics, and portfolio performance perspectives across various investment clubs and indices. The team emphasizes the importance of patience in long-term investing and demonstrates how even concentrated positions like Microsoft can significantly outweigh portfolio losses over extended holding periods.