# Bull Sessions (9/29/2026)

<div>Round Table shopping ... We continue our optimization of the conversion of Tin Cup from accumulation and growth to distribution and preservation.&nbsp; ...

Canonical: https://www.manifestinvesting.com/community/events/4881

Round Table shopping ... We continue our optimization of the conversion of Tin Cup from accumulation and growth to distribution and preservation.&nbsp; Scanning more favorite sources of Best Small Company ideas.&nbsp;

In this Bull Sessions episode from September 29, 2026, hosts Mark Robertson and Ken Kavula, joined by Kim Butcher and Matt Spielman, discuss market performance and investment opportunities using the Manifest Method framework. The team reports that Ken's portfolio achieved 10% returns yesterday, with the overall market trading near the long-term trend line between 9.5-10.5% PAR. They highlight that while broader market metrics show more decliners than advancers, concentration in large-cap stocks is supporting index performance. The Investing Roundtable recently broke back into positive territory relative to the market after lagging by two points over the previous six weeks.

The primary focus of the session is a detailed analysis of Gentex as a case study in valuation challenges and the "too good to be true" indicator. Despite Morningstar's assessment showing Gentex trading at 53% of fair value (suggesting a strong buy signal), the company's actual annualized total returns have underperformed significantly over the long term. Ken Kavula emphasizes that Gentex represents a situation where mathematical analysis cannot fully explain the stock's disappointing performance relative to expectations, highlighting the limitations of relying solely on relative value calculations. The team also previews upcoming analysis of ETFs including VUG and JEPQ, with four stocks selected for the evening's Roundtable discussion.