Muhlenkamp Fund · NASDAQ:MUHLX
Muhlenkamp Fund — Muhlenkamp & Company — Investor Presentation (February 2022)
16 slides from Muhlenkamp Fund's investor presentation, Feb 16, 2022
Slide 1: Ron Muhlenkamp
RON MUHLENKAMP Founder Muhlenkamp & Company, Inc. 2/16/2022 Presentation
Slide 2: A Structure for Evaluating Common Stocks – Graph 1
A Structure for Evaluating Common Stocks – Graph 1
Slide 3: A Structure for Evaluating Common Stocks – Graph 2
A Structure for Evaluating Common Stocks – Graph 2
Slide 4: A Structure for Evaluating Common Stocks – Graph 3
A Structure for Evaluating Common Stocks – Graph 3
Slide 5: A Structure for Evaluating Common Stocks – Graph 4
A Structure for Evaluating Common Stocks – Graph 4
Slide 6: A Structure for Evaluating Common Stocks – Graph 5
A Structure for Evaluating Common Stocks – Graph 5
Slide 7: A Structure for Evaluating Common Stocks – Graph 6
A Structure for Evaluating Common Stocks – Graph 6
Slide 8: A Structure for Evaluating Common Stocks – Graph 7
A Structure for Evaluating Common Stocks – Graph 7
Slide 9: A Structure for Evaluating Common Stocks – Graph 8
A Structure for Evaluating Common Stocks – Graph 8
Slide 10: A Structure for Evaluating Common Stocks – Graph 9
A Structure for Evaluating Common Stocks – Graph 9
Slide 11: A Structure for Evaluating Common Stocks – Graph 10
A Structure for Evaluating Common Stocks – Graph 10
Slide 12: Corporate Profit Margin
U.S. nonfinancial domestic corporate profit margin” 16% RECESSION 4 12 10 fered peserpedespresepireepeerepea pore prorepenesy 1970 '75 ‘80 ‘85 "90 ‘95 2000 05 ‘10 15 ‘20 With inventory valuation and capital consumption adjustments Source: Federal Reserve Bank of St Louis Found in the Wall Street Jou
Slide 13: Employment Costs
Muhlenkamp & Company, Inc. Employment Costs (W-2: Married Filing Jointly; No Dependents) Employee’s Deductions January 1996 January 2006 January 2019 Gross Wage! ‘$36,000 ‘$40,000 ‘$48,000 FICA 2,754 3,060 3,672 ‘* Social Security (6.2%) + Medicare (1.45%) Federal Withholding 3,626 2714 2,834 PA Sta
Slide 14: Technology Adoption U.S. Households – 1860 - 2019
Technology Adoption U.S. Households – 1860 - 2019
Slide 15: U.S. Personal Consumption Expenditures Per Capita
U.S. Personal Consumption Expenditures Per Capita 1950, 1980, and 2010 1950 Population: 151MM Total: $11,313 $1,929 17% $3,242 29% (of total) $461 A% $336 3% $324 3% $533 5% $821 T% $707 - oh $324 3% $1,018 $1,504 13% Source: Bureau of Economic Analysis (Real 2010 dollars) 1980 Population: 227MM Tot
Slide 16: https://muhlenkamp.com/rons-charts-2022/
We have included a copy of this slide show and some of Ron’s favorite documents on our website for your reference. Visit our Blog or go straight to: https://muhlenkamp.com/rons-charts-2022/ The opinions expressed are those of Muhlenkamp and Company and are not intended to forecast future events, gua
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