Essays & Videos
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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: [...]
Celebrating 45 Years!
Muhlenkamp & Company, inc. wants to thank you for allowing us to serve you! We appreciate your continued confidence and ongoing relationship.
State of the Economy – Fall Update 2022
Jeff Muhlenkamp brings us up to date on what he is monitoring in the investing environment. Some things he keeps an eye on are the Consumer Price Index, the money [...]
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 [...]
Ron’s Charts 2022
Here are some of Ron’s favorite documents for your reference: – Basic Financial Maxims I Want My Kids to Know – Corporate Profit Margins – Employment Costs – Reading List for Life and Investment [...]
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 [...]