Bull Sessions (8/4/2022)

NOTE DATE CHANGE. Mark will be busy serving as an Election Inspector all day Tuesday, so we'll migrate to Thursday. We'll continue with a few more "life cycle analyses" (case studies) as we continue to explore red flags and green flags. Is the company formerly known as Facebook getting red flagged? We should have a few global quality companies to ponder, too.

Mark Robertson and Ken Kavula hosted the August 4th, 2022 Bull Sessions webinar, discussing market conditions and investment opportunities in a period of economic uncertainty. The hosts emphasized the importance of careful stock selection and highlighted that many industries are trading at historically depressed valuations, presenting opportunities for long-term investors willing to identify companies capable of beating lowered market expectations. They discussed their TenCup model portfolio, which has delivered strong returns of 15.4% on a 5-year annualized basis, outperforming the Wilshire 5000 by over 6%. The session covered portfolio management decisions, including potential adjustments to positions like Boston Beer and Axos Financial, while celebrating the strong performance of financial sector picks such as First Financial and Great Southern Bancorp in their ongoing bank stock competition.