# Bull Sessions (8/15/2023)

These weekly discussions seek to explore relevant topics and/or actionable opportunities for deeper dives. The sessions are generally held on Tuesdays at 2 P...

Canonical: https://www.manifestinvesting.com/community/events/867

These weekly discussions seek to explore relevant topics and/or actionable opportunities for deeper dives. The sessions are generally 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 August 15, 2023 Bull Sessions webinar, Mark Robertson and Ken Kavula welcome special guest Kevin Gillogli to discuss the timeless principles of value investing as outlined in Arnold Bernard's classic work on Value Line, originally published in 1958. The speakers emphasize how these fundamental investing principles continue to align with the Manifest Investing methodology of seeking quality companies at reasonable prices. A significant portion of the session addresses misconceptions about rising interest rates and their impact on companies, with Ken Kavula challenging media narratives on CNBC and elsewhere by presenting data showing that most corporate debt doesn't come due until after 2030, making near-term refinancing concerns overblown for most companies. The speakers also discuss Warren Buffett's recent purchases of home builders and Occidental Petroleum, validating the investment club approach of buying high-quality stocks at low valuations when market sentiment turns negative.