Bull Sessions (9/26/2023)

Friends Don't Let Friends Be Average Investors. The tracking portfolio for our Round Table monthly program to share and study ideas has an approximate 16% rate of return since 2010.

In this Bull Sessions webinar from September 26, 2023, Mark Robertson and Ken Kavula welcomed Kevin Gillogly from Better Investing's Maryland and D.C. chapter to discuss investment screening tools and quality investing principles. The speakers highlighted recent improvements to library-accessible screening resources, including Value Line and Morningstar, noting that many public library systems now offer robust screening capabilities at no cost to patrons. A significant portion of the session focused on Jeremy Grantham's recent appearance on Josh Brown's compound, where Grantham discussed what constitutes quality companies and shared insights about GMO's quality ETF. The speakers emphasized the importance of identifying long-term, fundamentals-focused investors and commentators whose investment philosophies align with the modern investment club movement's principles.