Bull Sessions (12/5/2023)
We'll continue the panning for gold among our "uncovered" Russell 2000 Growth menu of potential opportunities -- might get a leg up on that Christmas Countdown. Our Getting Started trilogy is in early January and the collection of nuggets can start now.
Mark Robertson, Ken Kavula, and Matt Spielman hosted the December 2023 Bull Sessions webinar, discussing market conditions and investment opportunities. The session covered the current market valuation with the Median PAR hovering near 10%, described as approaching attractive levels after recent recovery. The speakers highlighted encouraging trends in small and medium-sized company performance, which has been improving after years of underperformance relative to large-cap stocks. They also discussed the Groundhog Challenge results showing increased millionaire portfolios and the Tin Cup demonstration portfolio's recovery above $4 million, attributing success to disciplined stock picking that outperforms market averages.