Bull Sessions (10/4/2022)

Continuing the search for Best Small Companies (2023) while hoping for a Halloween rush. This week we'll be mining the proven small company funds for new ideas. Preliminary discussion of Morgan Housel's Psychology of Money. This Week For Sure: A Few Moments With … The Mailbag — as we tackle some questions and topics submitted by subscribers and session attendees.

In this October 4th, 2022 Bull Sessions webinar, Mark Robertson and Ken Kavula discuss market conditions, investment philosophy, and the current economic environment. The speakers emphasize that while markets are experiencing significant volatility and we are likely in a recession, individual investors should focus on stock selection rather than market timing. They introduce Morgan Housel's book as a valuable resource for long-term investors and discuss how media pessimism and the 24/7 news cycle distort market perception. Ken and Mark argue that current market conditions, while challenging, present opportunities for patient investors willing to deploy capital in quality companies at reasonable prices, consistent with the Manifest Method philosophy.