Bull Sessions (5/31/2022)

Tuesdays at 2 PM ET. A bull session is generally an informal, typically impromptu discussion, especially among a small group. This week's edition features a quick look at Borg Warner (BWA) as a way to play "both sides" of the gasoline vs. electric vehicle question/opportunity. Matt Spielman leans on his experience in the automotive industry to give his perspective. We also debated the size of the Apple ($AAPL) position in the Berkshire Hathaway equity portfolio.

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

We started these weekly confabs in July 2020 and have been encouraged by the themes and exploration and additional demonstrations that have percolated and/or erupted. Some examples:

"*Life After Google*":https://www.manifestinvesting.com/for..., "*Projected Return on Enterprise Value (PROVE) & Early Stage Investing*":https://www.manifestinvesting.com/for..., "*PROVE and Amazon*":https://www.manifestinvesting.com/for..., Origins of Nicholson’s Triple Play, Workshop on the Expanded Equity Analysis Guide (EAGLE) spreadsheet, "*Don Draper’s Outlook on the Advertising Industry*":https://www.manifestinvesting.com/for..., "*Best Small Company Nominations and Selections*":https://www.manifestinvesting.com/for..., "*Jim Cramer’s Covid-19 Index*":https://www.manifestinvesting.com/for..., "*Analysis of Early Stage Companies like Amazon and TESLA*":https://www.manifestinvesting.com/for..., A Few of Our Favorite Screens, What is a Relative Strength Index (RSI) -- Why Should I Care?, The “January Effect” Comes to September, "*Friends Don’t Let Friends Become Average Investors*":https://www.manifestinvesting.com/for..., "*Lady ‘Di’ and the Bare Naked Million Saga*":https://www.manifestinvesting.com/for..., Our Favorite Books on Investing, "*Elections & Stock Markets*":https://www.manifestinvesting.com/for..., Successful Investing Conference Summaries, Those Dart-Tossing Monkeys ...

Registration: https://www.manifestinvesting.com/events
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