Value Investing Live Recap with Ron Muhlenkamp

GuruFocus invited Ron Muhlenkamp to be a guest speaker on the Value Investing Live series.  During Ron’s presentation on August 18, 2021, he covered the following topics:

• The Problem with Inflation
• Inflation, Business Cycles, & the Population
• Failure of Macroeconomics
• Fundamental Value
• Life Cycle of Industries
• Market Corrections
• Audience Q&A

Graham Griffin, Editorial Assistant at GuruFocus published the following article, “Value Investing Live Recap: Ron Muhlenkamp,” which includes a link to Ron’s presentation. We hope you enjoy the summary and the video! Please note that clicking here leaves the Muhlenkamp and Company website and enters a third-party website. Muhlenkamp is not responsible for, nor can guarantee the accuracy of, any information contained on a third-party website.

The opinions expressed in the video are those of Muhlenkamp and Company and are not intended to be a forecast of future events, a guarantee of future results, nor investment advice.

Here is the document that Ron mentioned during the presentation: Some Things I Would Have Liked To Have Known Sooner