Letter to my daughters: What Grandpa Taught me

Letters to My Daughters (& Your Kids too!)

Girls, you know how I can get sentimental about family sometimes. This is one of those times. As you continue to make your way in the world, I think about how much Grandpa has tried to teach me over the years, and how important it is to me to pass those ideas along to...

Our Investment Process

Investing

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 use a business-like evaluation of each company designed to identify what a company is worth as a business. Return...

Muhlenkamp Memorandums, 2024

Letters to My Daughters (& Your Kids too!), Memorandum

The  Muhlenkamp Memorandum is our free quarterly newsletter.  If you’re not already on our mailing list, sign up today at CONTACT US. MEMORANDUM 150 – April 2024 In their Quarterly Letter, Jeff and Ron Muhlenkamp explain why they are still watching for...

JEFF MUHLENKAMP ON THE CLAMAN COUNTDOWN 8/15/2023

News

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...

Jeff Muhlenkamp quoted in Wall Street Journal

Investing, News

Jeff quoted in the Wall Street Journal.