Bull Sessions (12/12/2023)

These weekly discussions seek to explore relevant topics and/or actionable opportunities for deeper dives. The sessions are generally held on Tuesdays at 2 PM ET. The editorial calendar will include stock analysis methods, specific company studies, portfolio design and management, “missions” within Manifest Investing …

This week we'll continue our panning for gold among the Russell 2000 Growth (VTWG) ETF as part of our annual tribute to the January Effect ... and we've started compiling resources and references for the Getting Started series on January 3-4, 2024.

In this Bull Sessions episode from December 12, 2023, Mark Robertson, Ken Kavula, Matt Spielman, and Kim discuss the current state of the stock market and investment opportunities using Manifest Investing methodology. The group reviews market metrics showing the stock market approaching typical expected return levels around 11.6%, with particular opportunities identified in smaller and medium-sized companies. They highlight the power of the investment club movement, noting that 25% of participants are beating the Wilshire 5000 benchmark, and showcase the Manifest Investing top 40 most-followed stocks, led by Apple, Visa, and Microsoft. A significant portion of the discussion focuses on Peter Lynch's "Bonfire" concept—examining how investors can underperform even when funds perform well, using the Ark Innovation Fund as a case study to illustrate how market timing and emotional decision-making can dramatically impact individual investor returns versus fund performance.

The speakers emphasize the importance of community in investing and share updates on the Groundhog competition leaderboard, celebrating strong female performers at the top of the rankings. They remind viewers that the modern investment club methodology, refined over eight decades, enhances odds for investment success through fundamental analysis and disciplined stock selection. The session includes practical information about upcoming Manifest Investing events, including the monthly Roundtable program which has delivered 15-16% annualized returns, and the Getting Started trilogy series launching after the new year.