Bull Sessions (3/8/2022)

Hosted by Ken Kavula & Mark Robertson. These weekly discussions seek to explore relevant topics and/or actionable opportunities for deeper dives. The sessions are held on Tuesdays at 2 PM ET. The editorial calendar will include stock analysis methods, specific company studies, portfolio design and management, “missions” within Manifest Investing …

In this March 8th, 2022 Bull Sessions webinar, hosts Mark Robertson and Ken Kavula discussed the challenging market environment and portfolio performance during turbulent times. They emphasized the importance of maintaining long-term investing discipline rather than obsessing over short-term contest standings, which had deteriorated significantly over the previous week. Robertson and Kavula reviewed the performance of their best small companies portfolio, noting that while they're currently lagging the Russell 2000 Growth index, they believe they're selecting quality stocks from the small growth category. They also addressed recent market volatility affecting specific holdings and discussed the philosophical approach of investing to meet personal portfolio goals rather than beating external benchmarks.