Bull Sessions (1/30/2024)

It doesn't seem possible that January 2024 will soon be in the rear view mirror. We'll likely do some Round Table and Groundhog shopping during this typically truncated Bull Session, but who knows how long we'll go if we get knee deep in opportunity. Do Bulls have knees? (Asking for an Australian friend)

In this Bull Session for January 30, 2024, Mark Robertson and Ken Kavula discuss the final stages of the Groundhog investment challenge, highlighting the performance of various portfolios. They explore the competitive landscape, noting the potential for beating the S&P 500 without using the 'Magnificent Seven' stocks and the overall market performance. The discussion provides insights into investment strategies, portfolio construction, and the challenges of investing in early-stage companies.