October Investing Round Table

Great Pumpkin Believers Unite! Join us for this FREE, educational, entertaining and REWARDING monthly discussion where we share a handful of actionable stock studies and work through the analysis. The rate of return since 2010 for the Round Table tracking portfolio is approximately 16%. Yes, Virginia, that's potentially rewarding. As a special feature, we will start 30 minutes early and Ken Kavula and Mark Robertson will present their Best Small Companies for 2024. We will be hoping for more "Saints" than scares.

The October Investing Roundtable, held on November 2, 2023, featured presentations from investment club leaders and Manifest Investing contributors discussing the platform's tracking portfolio performance and individual stock analyses. The roundtable celebrated 13 years of outperforming the market by approximately 5.2 percentage points, with a portfolio return of 14.6% since inception compared to the Wilshire 5000's 9.4%. Speakers highlighted the "Magnificent Seven" stocks most widely held on Manifest dashboards—including Cognizant, Visa, and Fastenal—which have significantly outperformed the broader market. The session emphasized the power of long-term, buy-and-hold investing in quality companies, with Microsoft emerging as the largest portfolio holding, grown from a $5,000 investment to over $85,000.

The evening featured detailed stock presentations applying the Manifest Method's fundamental analysis approach. Charlene Hanson from the Port of Value Model Club presented Ensign Group (ENSG), a skilled nursing and senior living services company, projecting compound returns of 12-16% based on strong revenue and earnings growth of 21% over the last three years. Her analysis aligned closely with Manifest Investing's PAR calculation of 14.2%, demonstrating confidence in the stock's valuation at current levels. Additional presentations covered Globus Medical, Shockwave Medical, and other opportunities, with speakers discussing how beaten-down stocks are beginning to stage comebacks in the current market environment.