Investing Round Table (October 2022)

Join us for THE INVESTING ROUNDTABLE, a monthly webcast of name your favorite stock right now in true roundtable fashion. The round table knights include small company champion and Mid-Michigan Director Ken Kavula; Cy (MythBuster) Lynch; pharmaceutical scientist Hugh McManus; and Manifest Investing’s Mark Robertson who will analyze their favorite stocks. The team will be identifying companies positioned for strong performance and share some ideas about their potential.

The October 2022 Mid-Michigan Manifest Investing Roundtable, hosted by Ken Kavula and featuring Mark Robertson, Cy Lynch, and Matt Spielman, focused on the importance of long-term investing discipline during volatile market conditions. The group discussed their 12.5-year track record of beating the market by 5.3 percentage points through the "Manifest Method," which emphasizes quality companies at reasonable prices. They highlighted how a single major winner like Microsoft has offset all portfolio losses, reinforcing the philosophy that hitting just 4-5 "home runs" during an investing career—combined with regular investing and focus on high-quality stocks at great prices—is sufficient to achieve strong long-term results. The panelists emphasized that the current bear market presents an excellent accumulation opportunity with attractive PAR (Projected Annual Return) valuations, with several stocks showing double-digit to low 20s returns, positioning portfolios for potential significant gains within 12-24 months.