Seminars and Webcasts

Game Changers in Biomedical Science, November 2014

Advances in biomedical science continue to transform the way medicine is being practiced. Since the 1950s, we have experienced a steady stream of breakthrough innovations, ranging from vaccines for the masses to precision medicines based on one’s unique genetic makeup. In a 50-year span, we’ve gone from characterizing the double-helix structure of DNA to a complete mapping of the human genome.

Natural Gas: An Energy Game Changer

We are investors—and, as investors, we make our living on the difference between reality and perception. Today, we’re finding a significant gap between reality and reality, which is why we think what’s taking place with natural gas is an energy game changer. Let me explain…

The Big Squeeze

I find that many of the things we see today are similar to what we’ve seen before. For instance, the government budget deficits today look much like the deficits of the 1980s. And concerns about China today are similar to concerns we had about Japan in the 1970s. Over the past years, I’ve written extensively about the self-defeating nature of excessive taxation and how interest rates and inflation affect your purchasing power. This presentation is a synthesis of 40 years of observations based on facts.

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Archive of February 19, 2015 Conference Call

An archive of the conference call with our portfolio managers, Ron and Jeff Muhlenkamp is available.  They discuss the economy,...
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Winter Seminar 2014

Be sure to visit our seminar archive page to view our November 12th seminar on Game Changers in Biomedicine. More ›

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