Bull Sessions (9/1/2026)

Bull Sessions are Manifest Investing's weekly Tuesday afternoon (2 PM) live program, hosted by Mark Robertson and Ken Kavula. Informal, conversational "session" (hence the name) rather than a scripted lecture — mixing portfolio performance review, market commentary, stock-specific discussion, and occasional guest segments (e.g., a segment on favorite resources for finding small companies.  Essentially, it functions as a running, real-time working session on Manifest's quality-growth methodology — less a formal class, more a working meeting where portfolio decisions get made live.

In this September 1st, 2026 Bull Sessions episode, Mark Robertson, Ken Kavula, and Matt Spielman discuss market performance and portfolio management strategies. The speakers reflect on the summer market downturn affecting some of their favorite holdings, particularly within the Roundtable portfolio, and emphasize the importance of disciplined selling opportunities. They examine market valuation metrics, noting that the Value Line arithmetic average shows an expected return around 9%, which guides their stock selection criteria of targeting companies with projected returns of 14% or higher. The team also introduces SPTM, an exchange-traded fund investing in the S&P 1500 (combining large-cap, mid-cap, and small-cap companies), highlighting the potential opportunities in mid-sized and smaller companies relative to the heavily-weighted S&P 500.