Bull Sessions (6/2/2026)

The next edition of Bull Sessions will explore parabolas and semiconductors ... and continue IPO consideration and escape velocity potential ...

In this June 2nd Bull Sessions webinar, hosts Mark Robertson and Ken Kavula are joined by Kim Butcher and Matt Spielman to discuss current investing topics through the lens of the modern investment club movement. The session covers semiconductor stocks and the SpaceX IPO, with particular emphasis on the dangers of chasing parabolic stock movements. The speakers reviewed market performance data showing the stock market trending near its historical 9-10% average return, and highlighted the strong performance of the Buttonwood portfolio and various investment clubs competing in their ongoing contest. The discussion stressed the importance of fundamental analysis and disciplined, patient investing rather than chasing hot stocks, using recent semiconductor rallies as cautionary examples of market fervor.