Episode 111: Talking Mohawk Group with Asher Delug, Jonah Lupton, and Sean Emory
Watch on YouTube:
This interview was fantastic. Wasn’t much work on our part, we really just let these three experts on Mohawk Group do their thing. Learned a ton about this company, and think it is a good primer for anyone who wants to get introduced to the stock/business as well. We also did a Deep Dive on Mohawk Group a little while back.
After the interview, Ryan and I discussed a few topics, including Dogecoin’s rapid rise, Amazon’s shareholder letter, the “deli” in New Jersey, and the $87 billion EV company in China. Things are getting crazy out there. Feels like late January again.
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Disclosure: The author and podcast guests are not your financial advisors. Ryan Henderson and Brett Schafer are general partners and portfolio managers at Arch Capital. Clients of Arch Capital may hold securities discussed on this podcast.