Bull Sessions (5/12/2026)

Gateway to Successful Investing. A preview of our local event in St. Louis (5/16/2026) and a Few Moments conceptualizing a Michigan event in East Lansing on 9/19/2026. Medical device industry study.  What's on your mind?

In this May 12, 2026 Bull Sessions episode, Mark Robertson, founder of Manifest Investing, led a discussion with Kim Butcher, Matt Spielman, and Steve Emmerich on current market conditions and investment opportunities. The team analyzed the broader market beyond the Mag 7, noting that while media focuses on potential AI bubbles, the underlying fundamentals across hundreds of smaller and mid-cap companies remain strong with improving cash flows, reserves, and profit margins. Robertson emphasized that this market environment differs from the dot-com bubble due to actual revenue-generating companies and substantive business models rather than purely speculative ventures. The session included a medical device industry review and highlighted several companies of interest, including a discussion of BlackBerry's intellectual property value and ongoing partnerships with technology leaders.