Our quarterly Muhlenkamp Memorandums are written for investors who want to understand what we do and how we think.
MEMORANDUM 145 – January 2023
In their Quarterly Letter, Jeff and Ron Muhlenkamp review what happened in 2022. Entering 2023, there are three questions on which they will focus. Tony Muhlenkamp provides examples which support one of Ron’s maxims in “View From the Front Office: Everybody Knows.”