Bull Sessions (11/21/2023)

Thanksgiving. We have no choice but express gratitude for the elegant opportunity that is Successful Investing. We'll check in on some demonstration portfolios and a few favorite stocks. Comparison of Manifest Investing 40 Most Widely-Followed Stocks vs. Better Investing Top 100 and bivio Club Index. The experience of Investing With Your Friends is indeed, worthy of thankfulness.

In this Bull Sessions episode from November 21, 2023, Mark Robertson and Ken Kavula led a discussion on small-cap investing opportunities, particularly within the Russell 2000 index. The panelists emphasized the importance of focusing on high-quality small companies with strong fundamentals rather than indiscriminately investing in the broad Russell 2000, which contains significant amounts of lower-quality securities. They discussed criteria for identifying promising small companies, including sales under $2-2.5 billion and sales growth greater than 12%, and highlighted opportunities within the Vanguard Growth ETF (VTWG) which represents the higher-growth segment of the Russell 2000. The session also touched on the homebuilding sector's recent strong performance and cautioned viewers about media narratives that may not align with factual market data.