Manifest Investing

Bull Sessions (2/18/2025)

Date: Tuesday, February 18 · 2:00 PM - 3:15 PM EST
Location: Online

Join Mark Robertson, Ken Kavula and frequent special guests for these explorations of a wide variety of investing-related topics, most frequently centered on the time-honored lessons of the modern investment club movement with respect to opportunity discovery and analysis … and portfolio design and management. This week’s session will include some thoughts on reasonable forecasting and we’ll spend some time bolstering the Buttonwood Bulls portfolio.

Video Archive: https://youtu.be/ascWmu4lp6k?si=U1SFiOsp1kEBnXCz

Quality Legend:
Blue	Excellent with quality greater than 80.
Green	Good with quality between 60 and 80.
Neutral	Average or below average with quality between 20 and 60.
Red	Poor with quality less than 20.
Companies with less than 10 years of history are penalized by 5 points per year.
PAR Legend:
Green	PAR is within the target range of MIPAR +5-10%, currently 5.1%-10.1%
Yellow	PAR is above the target range of MIPAR +10%, currently 10.1%
PAR	Projected Annual Return
MIPAR	The Manifest Investing Median PAR of all stocks in the database.
Company Name Legend:
*	Not covered by Value Line Standard Edition.
b	Uses price-to-book value for valuation purposes.
P/CF	Uses price-to-cash flow for valuation.