Ronald Muhlenkamp13F | |
Muhlenkamp & Co Inc | |
Last update 2024-11-12 | 28 Stocks (0 new) |
Value $326.00 Mil | Turnover 0 % |
Portfolio Report |
Ronald Muhlenkamp Investing Philosophy
He is a value guru who believes that over time, stock prices do reflect the values of the underlying businesses. When picking stocks, he looks for companies with solid balance sheets, and a return on equity capital (ROE) of 15% or better. Although his methods change with inflation and interest rates, he currently looks for companies with a P/E ratio lower than the companies' ROE and expected growth rates. He focuses on the long-term "Business of Investing" because he thinks that it is more profitable and more reliable. As a long-term investor, his "normal" position is to be 100% invested in corporate stocks.
Ronald Muhlenkamp's Top Stock Picks
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Ronald Muhlenkamp Total Holding History ($B)
Ronald Muhlenkamp's Asset Allocation
Ronald Muhlenkamp Past Portfolios
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Top Ranked Articles
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Ronald Muhlenkamp's Hypothetical Growth since 2024-09-30
Ronald Muhlenkamp's Yearly Returns
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Ronald Muhlenkamp's Holdings Heat Map
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Ronald Muhlenkamp's Holdings Bubble Chart
Ronald Muhlenkamp News
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