Bull Sessions (3/1/2022)

Think of it as opening the Green Room for the evening's Round Table a few hours early. A few moments remembering the best selections from the past -- and perhaps a lesson or two from those that didn't work out. Some Q&A regarding dashboard features ...

Mark Robertson, Ken Kavula, and Sean Mace hosted the Fat Tuesday edition of Bull Sessions on March 1st, 2022, featuring the annual roundtable performance event with the theme "Investing in Plain Sight." The speakers emphasized that the current market conditions, while appearing chaotic with multiple headline concerns, represent a normal valuation environment with projected returns around 10-12% rather than a screaming buy opportunity. They reinforced the core Manifest Investing philosophy: find excellent companies and buy them when they're on sale, drawing parallels to professional versus amateur investing approaches and referencing lessons from over 8 decades of the Modern Investment Club movement.

The discussion touched on geopolitical implications of the Ukraine situation for grain and fertilizer production, housing market dynamics, and the psychological challenges investors face during volatile periods. The speakers highlighted that despite various market corrections and concerns throughout history, quality companies continue to perform, and investors should focus on disciplined stock selection rather than market timing. They noted that well-managed companies like Home Depot and First Financial remain attractive investments regardless of short-term market turbulence, and encouraged a measured approach to identifying buying opportunities during market dips.