Preparations for the August Round Table ... including screening ... exploring some current themes (perhaps even circular financing) and topics of intere... Canonical: https://www.manifestinvesting.com/community/events/4650 Preparations for the August Round Table ... including screening ... exploring some current themes (perhaps even circular financing) and topics of interest to long term investors. In this August 25, 2026 Bull Sessions webinar, Mark Robertson, Ken Kavula, Matt Spielman, and Kim Butcher conducted an informal roundtable discussion on current market conditions and investment opportunities. The hosts emphasized that the market continues to perform well above long-term trend lines, with strong earnings driving valuations that remain reasonable by their standards. They discussed the importance of focusing on quality companies with earnings rather than speculative "story stocks," and noted that while the broader market indices are performing adequately, investors can potentially achieve better results by selecting excellent companies at good prices. The group maintained a largely static portfolio approach in recent months, buying and selling only marginally while enjoying the current market momentum.