Investing Round Table (September 2022)

In the spirit of Stocktoberfest, our knights of the Round Table gather to raise a glass and share some actionable stock ideas. Join us. The webcast is co-sponsored by NAIC's Mid-Michigan Chapter, is FREE and can be shared with friends and family. "Friends Don't Allow Friends To Become Average Investors." The tracking portfolio since inception has delivered an annualized rate of return of 14.3% — beating the general stock market by +5.0 percentage points. The knights are Ken “Faster Growing Companies” Kavula, Cy “Volatility Is Not Risk” Lynch, Hugh “Invest Like Spock, Not Kirk” McManus and Mark “Manifest” Robertson. The sessions are archived on YouTube under the Manifest Investing channel. Please SUBSCRIBE (JOIN) -- it's also FREE -- and we'll alert you whenever new content is added.

In this September 2022 Investing Roundtable, Mark Robertson and Ken Kavula discuss market conditions and investment opportunities during a volatile downturn. The speakers highlight that despite challenging market conditions, their tracking portfolio has maintained a 5.5 percentage point advantage over the Wilshire 5000 index over a 12-year period, demonstrating that disciplined fundamental analysis and long-term investing can consistently beat the market. Ken emphasizes the importance of patience and knowledge, noting that their investment club selections are presenting strong projected returns in the 20s, 30s, and 40s—reminiscent of 2008's bottom-fishing opportunities. The roundtable features analysis of repeat selections including Fox Factory and Google/Alphabet, while the speakers stress that successful investing doesn't require hitting many home runs, as most portfolio profits typically come from a small number of core holdings.