Manifest Investing

Bull Sessions (7/15/2025)

Date: Tuesday, July 15 · 2:00 PM - 3:00 PM EDT
Location: Online

July 2020: Time For More Exploration. Introducing Bull Sessions: A bull session is generally an informal, typically impromptu discussion, especially among a small group. I’ve experienced a number of phone and web-based conversations with newcomers following the Covid Cancellation Conference and several discussions with experienced members of our long term investing community.

There appears to be suitable interest in “airing out” some themes and exploring areas of opportunity and this weekly webcast will provide updates on current initiatives and also provide an opportunity to explain and explore any number of topics of interest, including but not limited to:

Macro and Micro Themes of Current Interest (e.g. our current exploration of PROVE) Stock Analysis Methods Specific Company Studies Portfolio Design & Management Best Current Ideas: “A Few of Our Favorite Screens” What’s On Your Mind?

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.