Essays & Videos
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Our Investment Process
Owning Good Companies We are only interested in owning good companies, but we can turn a good company into a bad investment if we pay too much for it. We [...]
Thoughts On: How to Structure a Trust
I have conversations with clients about estate planning, and the topic of Trusts invariably comes up. Trusts can be good solutions to specific problems, but they can be expensive and [...]
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 [...]
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 [...]
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 [...]
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 [...]