Letter to My Daughters: On How to Get Started
Tony Muhlenkamp provides advice regarding careers and investing. He writes these letters to his three daughters to share wisdom he’s learned over his many years in the industry as well as knowledge acquired from authors mentioned in his letter. Link to the full PDF: Letter to My Daughters on How to Get Started The opinions expressed are those of Muhlenkamp and Company and are not intended to forecast future events, guarantee future results, or offer investment advice.
Memorandum #149
In their January 2024 Quarterly Letter, Jeff and Ron Muhlenkamp recap 2023 and look at the state of the economy at the start of 2024. They also explain their reason behind why they have significant portfolio holdings in certain industries. Tony Muhlenkamp provides advice regarding careers and investing in his article, “Letter to My Daughters: On How to Get Started.” Link to full PDF: Memorandum #149, January 2024
Jeff Muhlenkamp on the Claman Countdown 8/15/2023
Jeff Muhlenkamp was part of the live interview, “Fed must keep rates ‘higher for longer’ if US economy is going to grow: Stephen Guilfoyle” aired on August 15, 2023. If you wish to view this video, visit Fox Business Network’s The Claman Countdown here: Watch a Recording of Jeff’s Interview . 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. In the interview, Jeff explains why he isn’t a momentum investor. He also discusses his [...]
Jeff Muhlenkamp Quoted in Wall Street Journal
Jeff Muhlenkamp was quoted in the Wall Street Journal article, "Dow Notches Longest Winning Streak Since 1987," published on 7/27/2023. If you have a WSJ subscription, you can click here to read the article The opinions expressed in the article 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.
Jeff Muhlenkamp on The Claman Countdown 6/26/2023
On 6/26/2023, Portfolio Manager, Jeff Muhlenkamp was a guest on The Claman Countdown. Watch the episode, “Oil markets moving on aborted Russian mutiny a knee-jerk reaction: Jeff Muhlenkamp,” available on the Fox Business Network website. Watch a Recording of Jeff’s Interview 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 [...]
Jeff Muhlenkamp’s Welling on Wall Street Interview
Jeff Muhlenkamp was interviewed by Kathryn Welling on March 15, 2023. Their conversation is published in the Welling on Wall St. article, “Hard-Won Market Insights – Muhlenkamp & Co.’s Leader on Turning Market Scares into Profits.” Included below are excerpts of the interview. Continuing with their discussion of lessons learned during the Global Financial Crisis (GFC) of 2008-2009 and the COVID shutdowns in 2020, Jeff mentions that market volatility and turmoil create buying opportunities. When the market goes down, you have to be prepared to buy but also be a little patient… JEFF: The other thing I learned is not to be too [...]
A Walk Down Memory Lane
Read Ron’s essay about his experiences since 1965. Ron has lived and invested through the ups and downs in the market and the economy. Click here to view A Walk Down Memory Lane
Jeff Muhlenkamp on The Claman Countdown 1/31/2023
On 1/31/2023, Portfolio Manager, Jeff Muhlenkamp was a guest on The Claman Countdown with host Liz Claman. Watch the episode, “Wall Street facing ‘steep selloff’ if January jobs number comes in hot: Scott Bauer,” available on the Fox Business Network website. Watch a Recording of Jeff’s Interview 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 [...]
U.S. Workers are Owners, They Just Don’t Realize It
Ron Muhlenkamp updates his “Workers Capitalism Triumphs” from October 1987. Link to the full PDF: U.S. Workers are Owners, April 2024 The opinions expressed are those of Muhlenkamp and Company and are not intended to forecast future events, guarantee future results, or offer investment advice.
Achieve Financial Independence
A Virtual Lunch & Learn Series “Financial Independence: It’s Not a Sprint, It’s a Marathon” Part 3: “Achieve Financial Independence” We talk about achieving financial independence and what retirement means to you. It’s different for everyone, but basically it means that you CAN still work but you don’t HAVE to work to bring in any additional earned income. Start by setting SMART goals, prioritize spending, save and invest early. Have a written plan for retirement and revisit it often. Have a plan to pay for education expenses. Achieve Financial Independence from Muhlenkamp & Co on Vimeo. If you missed Parts [...]