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Avory - Markets and Investing
Avory - Markets and InvestingFireside Chat with Fiverr Founder and CEO Micah KaufmanThis fireside chat with Micha Kaufman, founder and CEO of Fiverr, hosted by Sean Emory and the Avory team. The discussion covers Fiverr's origin story, its evolution into a leading global freelance marketplace, and the dynamics of its two-sided platform connecting buyers and sellers across nearly 800 service categories. Micha explains how Fiverr has adapted to changing trends, including the rise of AI, and highlights the company's focus on trust, repeat business, and expanding services for both small businesses and large enterprises. The conversation also touches on Fiverr's financial growth, operational strategies, and vision for the fu...
2025-12-0938 minAvory - Markets and Investing
Avory - Markets and InvestingBlock Q3 Postmortem: Foot on Gas No Breaks.Block Q3 2025 Post-Mortem: Acceleration With An AI EnginePost MortemIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why Block is re-accelerating across Cash App and Square, how Borrow economics compound inside the ecosystem, and why Goose AI is the quiet operating layer powering efficiency and product velocity.DisclaimerAvory is an investor in Block.Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory...
2025-11-0713 minAvory - Markets and Investing
Avory - Markets and InvestingGoogle Q3 2025 Postmortem: Why the market likes it...Google Q3 2025 Post-Mortem: AI Execution Over AI HypePost MortemIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why investors are rewarding Google’s spending while punishing others, and how its strategy from TPUs to Gemini shows real ROI in the new compute era.We cover:• Revenue acceleration across Search, YouTube, and Cloud (+15% to +34%)• Gemini’s rapid growth to 650M users, 300M paid• Why CAPEX to $93B is seen as productive, not reckless• Anthropic’s commitment to TPUs and the growing Cloud backlog...
2025-10-3008 minAvory - Markets and Investing
Avory - Markets and InvestingDecoding Market Dynamics with Seth Golden.Navigating Market Dynamics with Seth Golden: Insights on Fed Policy, Economy, and Investment OpportunitiesJoin Sean Emory, Founder and Chief Investment Officer of Avory & Company, as he hosts Seth Golden, market strategist and founder of Finom Group, in this episode of Avory's Around the Desk podcast. They delve into the Fed's recent rate cut, its impact on the economy, and discuss key investment opportunities and risks in the current market landscape. 00:00 Introduction and Guest Welcome00:52 Catching Up in Orlando02:45 Discussion on the Federal Reserve's Recent Rate Cut06:54 Real-Time Indicators and In...
2025-09-261h 11Avory - Markets and Investing
Avory - Markets and InvestingHow Bullish Are You? 1 - 10 With Garth Friesen ex NY Fed Advisor, Forbes, III CapitalAvory Around the Desk PodcastIn this episode of Avory Around the Desk Podcast, host Sean Emory, founder and Chief Investment Officer of Avory & Co, welcomes Garth Friesen, an acclaimed investor, author, consultant, and former hedge fund manager. Garth shares his insights on a wide range of topics including market outlook, macroeconomic trends, the Federal Reserve's policies, and the impact of geopolitical events. Discussions also cover the effects of tariffs, real estate investment opportunities, and the transformative role of AI in various sectors. Whether you're a seasoned investor or new to the field, this episode offers valuable...
2025-09-1449 minAvory - Markets and Investing
Avory - Markets and Investing"The world has changed." Buffett’s Lessons for the AI Era with Kai WuIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Kai Wu, Founder & CIO of Sparkline Capital, for a deep dive into investing beyond the balance sheet.Kai shares how Sparkline Capital applies machine learning, AI, and alternative data to measure intangible assets such as human capital and intellectual property and integrate them into a systematic value investing framework.We explore:• Buffett’s three career phases from tangible to intangible moats• Why patents, brand equity, and PhD talent are undervalued• Using unstructured data to find adv...
2025-08-1554 minAvory - Markets and Investing
Avory - Markets and InvestingJobs in the Age of AI: What’s Actually Changing with Revelio LabsIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Loujaina Abdelwahed, PhD — a senior economist at Revelio Labs — to break down what’s really happening in the labor market.We dig into the shifting workforce, the nuanced role AI is playing in reshaping jobs, and the generational divide in employee sentiment and retention.From federal workforce changes to AI adoption curves — this is the kind of analysis that tells us where the labor market is actually headed.We cover:• Slowing hiring and historically low attrit...
2025-07-3038 minAvory - Markets and Investing
Avory - Markets and InvestingWhy Bitcoin miners are betting big on AI compute.In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Anthony Power, co-founder of Power Mining Analysis and a leading voice in the mining world, to break down how the economics of Bitcoin mining are evolving and why many are shifting toward high-performance compute (HPC) infrastructure.This isn’t just about mining anymore, it's about building the digital infrastructure stack of the future.Chapters00:00 Introduction to Bitcoin Mining and Power Mining Analysis04:56 Current State of Bitcoin Mining10:14 Challenges and Adaptations in Mining14:43 The Sh...
2025-07-2943 minAvory - Markets and Investing
Avory - Markets and InvestingIs Joby the Future of Transportation?In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Travis Brooks — operator, researcher, and the voice behind Let’s Talk Joby to break down the business model behind Joby Aviation and the broader eVTOL landscape.This is more than just flying cars it's an entire tech and infrastructure stack.From aircraft manufacturing to consumer apps, software platforms, and vertiport networks — where will the real value accrue?We cover:• Why manufacturing might get commoditized• The risk/reward of owning the consumer relationship• Platform pot...
2025-07-1652 minAvory - Markets and Investing
Avory - Markets and InvestingIs IREN for Real? A Deep Dive into the AI Infra PivotIn this episode of Around the Desk, Sean Emory sits down with three investors who have been closely following IREN — the Bitcoin miner now pivoting toward high-performance computing (HPC).We dig into the key questions:• Can a miner really become an AI infrastructure player?• What’s happening on the ground with grid capacity, permitting, and capex?• Are they executing or just announcing?Guests Kama, Frans, and Dulce join anonymously (X-style) to break down their views — from land records and site visits to financial modeling and risk.This is a technical, high-convict...
2025-07-041h 09Avory - Markets and Investing
Avory - Markets and InvestingCan AI Run a Business: The Path to the Autonomous EnterpriseIn this episode of Inside Scoop Podcast, founder and Chief Investment Officer Sean Emory from Avory & Co. talks to Yuma Heymans, founder and CEO of O-mega AI, a pioneer in the field of autonomous business operations. They delve into O-mega AI's vision of fully automating company tasks such as software engineering, marketing, sales, and operations with minimal human intervention. Heymans explains the benefits, challenges, and future implications of implementing AI agents in business workflows. They also discuss the evolving role of humans in an AI-driven world, investment opportunities in the AI landscape, and how companies can prepare for a...
2025-03-0345 minAvory - Markets and Investing
Avory - Markets and InvestingDisrupting Aviation Industry with Founder of Lyte AviationIn this conversation, Freshta Farzam, founder and CEO of LYTE Aviation, discusses the future of EVTOLs (Electric Vehicle Takeoff and Landing) and the aviation industry. She highlights the need for innovation in air transportation, particularly through the use of hydrogen propulsion and the potential for autonomous flight. The discussion covers market opportunities, safety considerations, regulatory challenges, and the competitive landscape in the EVTOL space. Chapters 00:00 Introduction to LYTE Aviation and EVTOLs 03:02 The Current State of the Aviation Industry 05:49 Hydrogen Propulsion: A Game Changer 09:13...
2024-12-3028 minAvory - Markets and Investing
Avory - Markets and InvestingTransforming Asset Management via Tokenization w/ Jeremy SchwartzSummary In this conversation, Jeremy Schwartz, the Global Chief Investment Officer at WisdomTree, discusses the evolution of ETFs with Sean Emory, Founder of Avory & Co. They discuss the impact of tokenization on asset management, and the future of digital wallets. Jeremy emphasizes the importance of adapting to macro trends and shares insights on investing in Japan and the significance of currency hedging. Schwartz also highlights the innovative strategies WisdomTree is implementing to stay ahead in the fintech landscape. Chapters 00:00 The Evolution of WisdomTree and ETFs 04:05 Tokenization and Its Impact on Asset Management 11:17 The Future of Digital Wallets and Consumer...
2024-12-3032 minAvory - Markets and Investing
Avory - Markets and InvestingUber, Amazon with Mark Mahaney and Sean Emory Avory Idea Day 2024 with Sean Emory and Mark Mahaney In this conversation, Mark Mahaney discusses the current state of the internet, highlighting positive macro trends and the impact of AI on business efficiency and product innovation. He emphasizes the importance of careful expense management among companies and shares insights from his book, 'Nothing but Net,' focusing on investment strategies for high-quality stocks. The discussion also touches on the future of decentralized internet and the potential of companies like Uber in the evolving market landscape. Chapters 00:00 Introduction to Avory Idea Day 2024 01:31 The Current State of the Internet 05:42 Macro Trends...
2024-12-1332 minAvory - Markets and Investing
Avory - Markets and Investing$2B Jamf is "Gold Standard" via Partner Rocketman TechIn this conversation, Founding Partner and Chief Investment Officer at Avory & Co. Sean Emory interviews Christopher Shasse, founder of Rocketman Tech, discussing the role of Jamf in managing Apple devices in enterprise environments. They explore Jamf's history, its relationship with Apple, and the competitive landscape, particularly focusing on Microsoft Intune as a significant competitor. The discussion also touches on Jamf's security solutions and the future direction of the company following the JNUC conference. Learn more about Rocketman Tech: https://www.rocketman.tech/Linkedin: https://www.linkedin.com/company/rocketman-tech/about/Youtube Video: Intune vs Jamf: https://www.youtube.com...
2024-10-2432 minAvory - Markets and Investing
Avory - Markets and InvestingPost Mortem: Block's $3B Buyback and Beat and RaiseABOUT AVORY & CO. Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODE In this episode, Sean Emory, the Founder and Chief Investment Officer at Avory & Co. provides a postmortem Block's earnings report. Chapters 00:00 Square's Focus on Product and Profitable Growth 01:14 Exceeding Guidance and Share Buyback 03:11 Strong Performance in the Cash App Ecosystem 06:33 Expanding Partnerships and Streamlining the App
2024-08-0209 minAvory - Markets and Investing
Avory - Markets and InvestingPost Mortem: Fiverr's Rallies 20%, Acquisition and $300m TargetABOUT AVORY & CO. Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODE In this episode, Sean Emory, the Founder and Chief Investment Officer at Avory & Co. provides a postmortem Fiverr's earnings report. He discusses Fiverr earnings and possibility of why the 20% increase in stock price. They announced a plan for $300 million in cumulative cash flow over the next three years and highlighted the convergence of Gap and Non-Gap as their stock-based compensation plans start to lap. They also...
2024-08-0111 minAvory - Markets and Investing
Avory - Markets and InvestingPost Mortem: Meta's Earnings and Ai AmbitionsABOUT AVORY & CO. Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODE In this episode, Sean Emory provides a postmortem on Meta's earnings report. He discusses the revenue, profits, user engagement, and growth of Meta. He highlights the success of Meta's VR and AR experiences, particularly the demand for their Ray-Ban meta glasses. Sean also explores how AI is being embedded across Meta's platforms, including Facebook, Instagram, WhatsApp, and the Quest and AR platform.
2024-08-0113 minAvory - Markets and Investing
Avory - Markets and InvestingPost Mortem: Is Alphabet Winning Ai War?Sean Emory, the founder and Chief Investment Officer at Avory & Co. breaks down Google's earnings report and highlights the strong performance of its cloud business, with revenue reaching $84 billion and operating margins expanding. Google Cloud surpassed $10 billion in a single quarter and generated $1 billion in operating profit. However, YouTube's revenue missed expectations, although it still experienced low double-digit growth. The report also emphasizes Google's focus on AI, with 1.2 million developers working on their platforms and the introduction of the Gemini model for generative search. The earnings call...
2024-07-2409 minAvory - Markets and Investing
Avory - Markets and InvestingPost Mortem: Tesla's Earnings and Self Driving AmbitionsIn this conversation, Sean Emory, founder and Chief Investment Officer at Avory & Co. discusses the potential of Tesla's full self-driving capabilities and its impact on the market. He explores the different approaches to autonomous vehicles, comparing Tesla's camera-based approach to Waymo's LiDAR-based approach. Sean also delves into the market potential of autonomous vehicles, considering the number of vehicles on the road and the cost of autonomous technology. He raises questions about Tesla's position in the market and the future of hybrid vehicles.
2024-07-2415 minAvory - Markets and Investing
Avory - Markets and InvestingPost Mortem: Blocks Profit Earnings Guidance ShinesIn this episode, Sean Emory, Founder of Avory reviews Block's earnings and focuses on the two main segments: Cash App and Square. Overall the messaging from management emphasizes a focus on growth and efficiency. The discussion highlights the efforts to build a suite of banking solutions within Cash App and the focus on productivity and margin expansion. The performance and growth of the company are analyzed, with a particular focus on Cash App's user base and the success of Cash App Borrow and Cash App Pay. The incorporation of Afterpay and the threat it...
2024-02-2313 minAvory - Markets and Investing
Avory - Markets and InvestingZoom Primer: The Investment Case Investment Primer on Zoom From management to product, to growth profile, we dig into the investment case for Zoom. ______ Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place. Listeners and viewers are encouraged to seek advice from...
2024-02-0828 minAvory - Markets and Investing
Avory - Markets and InvestingThe Evolution of Fiverr: Insights from an Insider: From $8 to $500,000 In this episode of Inside Scoop, host Sean Emory sits down with Harlan Rapoport, also known as the Fiverr Guy. They discuss the potential impact of GPT or chat GPT on Fiverr's buyer behavior and activity. Harlan shares that he hasn't seen much change in clients' needs from a financial perspective. They also break down the differences between Upwork and Fiverr and provide details of the product launches such as Fiverr Neo, Promoted Gigs, and Subscriptions. Rapoport shares his journey from working in finance to discovering Fiverr and offering email marketing and prospecting services. He talks about the autonomy...
2023-12-1538 minAvory - Markets and Investing
Avory - Markets and InvestingFrom Harvard to Fighting Russian Bots to Personalized AI: A Journey with Soren LarsonThe podcast features Sean Emory from Avory & Co discussion with Soren Larson from Crosshatch, a company focused on personalized AI. Larson discusses his background in ad tech and fighting Russian bots, as well as his experience with personalization at Walmart. The mission of Crosshatch is to hyper-personalize the internet in a safe way. 00:03:52 Hyper-personalizing the internet safely. 00:05:27 Hyper-personalization is the future. 00:11:06 Personalization through generative AI. 00:17:14 Data sharing should be contextual. 00:22:49 Identity layer enables personalized experiences. 00:25:42 Unlocking new digital experiences through safe data sharing.
2023-12-0135 minAvory - Markets and Investing
Avory - Markets and InvestingThe Battle Within Tech: Key Takeaways from Meta, Google, and Amazon In this episode of Inside Scoop with Sean Emory, the focus is on the recent earnings reports from major tech companies like Google and Meta. The discussion revolves around what these reports reveal about the consumer market and the broader economy. Meta's 23% growth and Google's advertiser-driven revenue are seen as positive signals for the consumer market. The episode also touches on the strong GDP growth driven by consumer consumption. Overall, the earnings reports provide valuable insights into the battles within the tech industry and their implications for the economy.00:03:05 Digital advertising market is growing.00:06:54 Cloud revenue growth remains strong. ______ ...
2023-10-3112 minAvory - Markets and Investing
Avory - Markets and InvestingFrom Facebook AI to Shaped: Tullie Murrell's Journey to Personalized Ai In this episode of "Inside Scoop with Sean Emory," Sean, the founder of Avory & Company, interviews Tullie Morrell, co-founder of Shaped and former researcher at Facebook, Palantir, Google, and Uber. They discuss the winners and losers in the rapidly evolving AI landscape, including the role of Meta and its AI capabilities. They also explore whether big players will dominate the field or if there is room for smaller companies to thrive. Tune in to gain insights into the world of AI and discover more about Tullie Murrell and his company, Shaped. Shaped: https://www.shaped.ai/ [00:00:00] Intro [00:05:31] Challenges...
2023-10-2031 minFrom the Closet
From the ClosetBlade Runner 2049 | From the Closet Episode 169 In this episode of the From the Closet podcast, Lily and Avory discuss the 2017 film, Blade Runner 2049  Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig Music channel:  https://youtube.com/channel/UCZA3n2z6Njo8zDW-dyWZAtA Buy, rent, or stream Blade Runner 2049: https://www.ju...
2023-09-2634 minFrom the Closet
From the ClosetThe Dragon Prince | Book 2: Sky | From the Closet Episode 168 In this episode of the From the Closet podcast, Lily and Avory discuss the 2018 show, The Dragon Prince  Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig Music channel:  https://youtube.com/channel/UCZA3n2z6Njo8zDW-dyWZAtA Buy, rent, or stream The Dragon Prince: ht...
2023-09-2334 minFrom the Closet
From the ClosetFantasia | From the Closet Episode 167 In this episode of the From the Closet podcast, Lily and Avory discuss the 1940 film, Fantasia  Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Follow Lily on twitch and YouTube: https://www.twitch.tv/shoginyan https://www.youtube.com/channel/UCP54WhysJQKXvSAqCcUCqGA Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig M...
2023-09-2034 minFrom the Closet
From the ClosetAnt-Man and the Wasp | From the Closet Episode 166In this episode of the From the Closet podcast, Lily and Avory discuss the 2018 film, Ant-Man and the Wasp  Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig Music channel:  https://youtube.com/channel/UCZA3n2z6Njo8zDW-dyWZAtA Buy, rent, or stream Ant-Man and the Wasp: ht...
2023-09-1541 minFrom the Closet
From the ClosetThe Giver | From the Closet Episode 164 In this episode of the From the Closet podcast, Lily and Avory discuss the 2014 film, The Giver  Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig Music channel:  https://youtube.com/channel/UCZA3n2z6Njo8zDW-dyWZAtA Buy, rent, or stream The Giver: https://www.ju...
2023-09-0847 minFrom the Closet
From the ClosetLeroy & Stitch | From the Closet Episode 163In this episode of the From the Closet podcast, Lily and Avory discuss the 2006 film, Leroy & Stitch  Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig Music channel:  https://youtube.com/channel/UCZA3n2z6Njo8zDW-dyWZAtA Buy, rent, or stream Leroy & Stitch: https://www.justwatch.com/us...
2023-09-0631 minFrom the Closet
From the ClosetAgents of S.H.I.E.L.D. | Season 5 | From the Closet Episode 162 In this episode of the From the Closet podcast, Lily and Avory discuss the 2013 show, Agents of S.H.I.E.L.D.  Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig Music channel:  https://youtube.com/channel/UCZA3n2z6Njo8zDW-dyWZAtA Buy, rent, or stream Ag...
2023-09-0636 minFrom the Closet
From the ClosetThe Matrix Resurrections | From the Closet Episode 161 In this episode of the From the Closet podcast, Lily and Avory discuss the 2021 film, The Matrix Resurrections Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Follow Lily on twitch and YouTube: https://www.twitch.tv/shoginyan https://www.youtube.com/channel/UCP54WhysJQKXvSAqCcUCqGA Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig
2023-08-2932 minFrom the Closet
From the ClosetThe Seven Deadly Sins | Season 3 | From the Closet Episode 160 In this episode of the From the Closet podcast, Lily and Avory discuss the 2014 show, The Seven Deadly Sins Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Follow Lily on twitch and YouTube: https://www.twitch.tv/shoginyan https://www.youtube.com/channel/UCP54WhysJQKXvSAqCcUCqGA Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9...
2023-08-2940 minAvory - Markets and Investing
Avory - Markets and InvestingEpisode: No Code Opportunity with Founder Philip Lakin and Sean Emory Avory has dedicated a considerable amount of research time to the no-code realm. The shift to no or low-code tools continues to be a secular trend in which we are uncovering opportunities. Even before joining Avory, Sean Emory had invested in Wix, one of the pioneering no-code platforms that allows website creation without the need for coding skills. Philip is the founder of No Code Ops. A company building out the central observability and operation center for all your no-code tools. Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are...
2023-08-2930 minFrom the Closet
From the ClosetSleeping Beauty | From the Closet Episode 159 In this episode of the From the Closet podcast, Lily and Avory discuss the 1959 film, Sleeping Beauty  Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig Music channel:  https://youtube.com/channel/UCZA3n2z6Njo8zDW-dyWZAtA Buy, rent, or stream Sleeping Beauty: https://www.ju...
2023-08-2334 minFrom the Closet
From the ClosetBlade Runner | From the Closet Episode 158 In this episode of the From the Closet podcast, Lily and Avory discuss the 1982 film, Blade Runner Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig Music channel:  https://youtube.com/channel/UCZA3n2z6Njo8zDW-dyWZAtA Buy, rent, or stream Blade Runner: https://www.j...
2023-08-2034 minFrom the Closet
From the ClosetThe 5th Wave | From the Closet Episode 157 In this episode of the From the Closet podcast, Lily and Avory discuss the 2016 film, The 5th Wave  Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig Music channel:  https://youtube.com/channel/UCZA3n2z6Njo8zDW-dyWZAtA Buy, rent, or stream The 5th Wave: ht...
2023-08-1634 minFrom the Closet
From the ClosetLegend of the Guardians: The Owls of Ga'Hoole | Episode 155 | Free Film Day | Aug 2023In this episode of the From the Closet podcast, Lily and Avory discuss the 2010 film, Legend of the Guardians: The Owls of Ga'Hoole Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig Music channel:  https://youtube.com/channel/UCZA3n2z6Njo8zDW-dyWZAtA Buy, rent, or stream Legend of t...
2023-08-0835 minFrom the Closet
From the ClosetInhumans | Season 1 | From the Closet Episode 154 In this episode of the From the Closet podcast, Lily and Avory discuss the 2017 film, Inhumans  Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig Music channel:  https://youtube.com/channel/UCZA3n2z6Njo8zDW-dyWZAtA Buy, rent, or stream Inhumans: https://www.justwatch.com/us...
2023-08-0432 minAvory - Markets and Investing
Avory - Markets and InvestingPreviewing Amazon and Apple Earnings on Closing Bell on Public Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place. Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific...
2023-08-0310 minFrom the Closet
From the ClosetThe Secret World of Arietty | From the Closet Episode 153 In this episode of the From the Closet podcast, Lily and Avory discuss the 2010 film, The Secret World of Arietty  Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig Music channel:  https://youtube.com/channel/UCZA3n2z6Njo8zDW-dyWZAtA Buy, rent, or stream The Secret World of...
2023-08-0233 minFrom the Closet
From the ClosetThe Dragon Prince | Book 1: Moon | From the Closet Episode 152In this episode of the From the Closet podcast, Lily and Avory discuss the 2018 film, The Dragon Prince Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig Music channel:  https://youtube.com/channel/UCZA3n2z6Njo8zDW-dyWZAtA Buy, rent, or stream The Dragon Prince: https://www.j...
2023-07-2849 minFrom the Closet
From the ClosetInside Out | From the Closet Episode 151In this episode of the From the Closet podcast, Lily and Avory discuss the 2015 film, Inside Out  Listen to the podcast on other platforms or follow our socials to be notified of when we post: https://anchor.fm/from-the-closetSupport us on Patreon:https://www.patreon.com/From_the_Closet Subscribe to Avory on YouTube: Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig Music channel:  https://youtube.com/channel/UCZA3n2z6Njo8zDW-dyWZAtA Buy, rent, or stream Inside Out: https://www.justwatch.com/us...
2023-07-2659 minAvory - Markets and Investing
Avory - Markets and InvestingCHAT ETF: Opportunties in Generative AI: Avory + Roundhill We sat down with Matthew Kanterman from  @roundhillinvestments  to dig into their research on generative Ai and where the opportunities may be. Sean Emory, founding partner at Avory & Company led the conversation and shared his opinions also. We looked to distill what is real and what is hype and develop a framework around the opportunity. Roundhill launched the $CHAT ETF which focuses on this space. Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or...
2023-06-1527 minAvory - Markets and Investing
Avory - Markets and InvestingApple Vision Pro and What it Means for Meta and Industry Apple Vision Pro takeaways plus our view of the landscape from an investment perspective. Quest vs Vision Pro? Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place. Listeners and viewers are encouraged to seek advice from a...
2023-06-0612 minAvory - Markets and Investing
Avory - Markets and InvestingMeta Quest 3 Breakdown and Expectation for Apple Headset Inside Scoop Podcast hosted by Sean Emory from Avory & Co., He discusses Meta's Quest 3 announcement, along with Apple's headset expectations for next week. Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place. Listeners and viewers are encouraged...
2023-06-0212 minAvory - Markets and Investing
Avory - Markets and InvestingAmazing AI Discussion with Leading AI Platform Simplified Co-Founder Ajay Yadav In this thought-provoking discussion with Simplified Co-Founder Ajay Yadav, we explore the transformative power of AI in the creative realm. Discover how Simplified empowers design professionals by automating repetitive tasks, unlocking new levels of efficiency, and sparking innovative ideas. Ajay sheds light on the practical applications of AI in enhancing the design process and unleashing the full potential of creative minds. Join us on the latest episode of the Inside Scoop podcast, where we delve into the fascinating world of AI and its implications for design and marketing professionals. Our special guest, Ajay Yadav, shares insights and firsthand experiences...
2023-05-2929 minAvory - Markets and Investing
Avory - Markets and InvestingHow to Think About AI with Konfer Founder (ex Service Now Head of Engineering AI) Welcome to Inside Scoop, the podcast where we bring you exclusive insights. We have a special treat for you as we welcome two distinguished guests, Debu Chatterjee and Sean Emory. Debu has a long history in AI. He was the Head of Engineering, Platform and AI at Service Now. He is now the founder of Konfer, an AI governance platform. Sean Emory, the founder of Avory & Co, also joins us to host the conversation and share his views on AI. Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only...
2023-05-1830 minAvory - Markets and Investing
Avory - Markets and InvestingState of Direct to Consumer DTC with Investor Ben Cogan Welcome to Inside Scoop, the podcast where we bring you exclusive insights. We have a special treat for you as we welcome two distinguished guests, Ben Cogan and Sean Emory. Ben Cogan, the founder of Agora, joins us to share his expertise in profitable direct-to-consumer companies. As a successful entrepreneur who has founded not one, but two companies, Ben has a wealth of knowledge to share on what it takes to build a sustainable business. Sean Emory, the founder of Avory & Co, also joins us to host the conversation and share his views on DTC. Together, Ben and Sean...
2023-05-1027 minAvory - Markets and Investing
Avory - Markets and InvestingInside Industry | Freight Industry Breakdown with Freightos CMOWelcome to "Inside Industry" on the Inside Scoop podcast. We bring you exclusive insights and insider knowledge from the world's top industries. In this episode, we dive deep into the freight industry, exploring how it operates and breaking down its complexities with none other than the Freightos CMO Ethan Buchman. Join us as we uncover the inner workings of the freight industry and gain a better understanding of its role in the global economy. From the logistics of shipping to the technology that powers it, our guest expert will provide valuable insights and share real-world examples of...
2023-03-2830 minAvory - Markets and Investing
Avory - Markets and InvestingWhat to think of the Macro? SVB Scare? Open Discussion With Seth GoldenThis is a must-listen around inflation data + consumer health + economy + valuation. Recorded 3.16.2023 We took our offline conversation with Seth Golden to the forefront. We had a back-and-forth discussion around inflation data, both CPI/PCE including high-frequency data. We also further discussed our recent twitter posts around valuation and economic readings.  This is a must-listen.  More on Finom Group: https://www.finomgroup.com/about-us/seth-golden/ Seth's Twitter: https://twitter.com/SethCL _______ Disclaimer: Avory & Co...
2023-03-1640 minAvory - Markets and Investing
Avory - Markets and Investing"The tech rebound is going to be very sharp" - Anurag Rana from Bloomberg IntelligenceTechnology conversation with Anuag Rana from Bloomberg Intelligence.  His views are not a recommendation, and the recording was done in Feb 2023.  More on Avory: https://linktr.ee/avoryco​ Subscribe Here: https://www.youtube.com/channel/UCoH5... Sean's Twitter: https://twitter.com/_SeanDavid Disclaimer: Avory & Company, LLC statements are not an endorsement of any company or a recommendation to buy, sell or hold any security.  This presentation is for informational purposes only. No information contained on this presentation constitutes investment advice. This presentation should not be co...
2023-03-0627 minAvory - Markets and Investing
Avory - Markets and InvestingHow we are thinking about AI, Automation, Creator Economy, and Computing...Sharing our major investment themes, how we got to them, and data that supports the growth algorithm. More on Avory: https://linktr.ee/avoryco​ Subscribe Here: https://www.youtube.com/channel/UCoH5... Sean's Twitter: https://twitter.com/_SeanDavid Disclaimer: Avory & Company, LLC statements are not an endorsement of any company or a recommendation to buy, sell or hold any security.  This presentation is for informational purposes only. No information contained on this presentation constitutes investment advice. This presentation should not be considered a solicitation, offer or rec...
2023-03-0511 minAvory - Markets and Investing
Avory - Markets and InvestingWhy Architecture is Better in VR and the Metaverse with Numena Founder Andreea Ion Cojocaru.What is the Metaverse? That isn't the question we want to answer. What problems are being solved? That is a question worth answering. We sat down with Andreea Ion Cojocaru. https://www.numena.de/ Learn more about Avory https://www.avory.xyz/ _______ Disclaimer  Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of f...
2023-01-2018 minAvory - Markets and Investing
Avory - Markets and Investing5 Questions From You | E52We took 5 questions from all of our channels and answered them here.  _______ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place. Listeners and viewers are encouraged to seek advice from a q...
2023-01-0614 minAvory - Markets and Investing
Avory - Markets and InvestingInstant Reaction: What Apps and Companies Led ChristmasWhat did the app store rankings tell us about winners and losers post-Christmas! _______ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place. Listeners and viewers are encouraged to seek advice from...
2022-12-2611 minAvory - Markets and Investing
Avory - Markets and InvestingQuHarrison Breaks Down the Metaverse HandbookWhat is the Metaverse? That isn't the question we want to answer. What problems are being solved? That is a question worth answering. Understanding the future by understanding the problems being solved. Speaking with Amal Dorai, the partner at leading venture firm Anorak Ventures.  Learn more about Avory https://www.avory.xyz/ _______ Disclaimer  Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its re...
2022-12-0932 minAvory - Markets and Investing
Avory - Markets and InvestingMetaverse is closer than you think. VR Fund GP TipatatInvesting in the metaverse may seem complex and far out. We brought on Tipatat to discuss use cases today. We believe the "metaverse' is closer than you think. What is the Metaverse? That isn't the question we want to answer. What problems are being solved? That is a question worth answering. Understanding the future by understanding the problems being solved. Speaking with Amal Dorai, the partner at leading venture firm Anorak Ventures.  Learn more about Avory https://www.avory.xyz/ _______ Disclaimer  Avory & Co. is a Registered In...
2022-11-2922 minAvory - Markets and Investing
Avory - Markets and InvestingHow VictoryXR is Disrupting Education in the Metaverse (WHOA!)Education can be cheaper, more productive, and more immersive. VictoryXR is utilizing technology to expand the educational landscape.  What is the Metaverse? That isn't the question we want to answer. What problems are being solved? That is a question worth answering. Understanding the future by understanding the problems being solved. Speaking with Amal Dorai, the partner at leading venture firm Anorak Ventures.  Learn more about Avory https://www.avory.xyz/ _______ Disclaimer  Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only off...
2022-11-2518 minAvory - Markets and Investing
Avory - Markets and InvestingInvestment Opportunities in the Metaverse with Amal Dorai from Anorak VenturesWhat is the Metaverse? That isn't the question we want to answer. What problems are being solved? That is a question worth answering. Understanding the future by understanding the problems being solved. Speaking with Amal Dorai, the partner at leading venture firm Anorak Ventures.  Learn more about Avory https://www.avory.xyz/ _______ Disclaimer  Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past pe...
2022-11-1723 minAvory - Markets and Investing
Avory - Markets and InvestingIntroduction to the Metaverse (Super Series)What is the Metaverse? At Avory, we put together a super series to deconstruct the metaverse. We wanted to better understand the future by understanding the problems being solved. Segments: 0:00 Guest Intros 2:04 Opening Keynote 9:05 Amal Durai @ Anorak Ventures | Investment Opportunities 32:50 QuHarrison Terry | Metaverse Handbook 1:05:28 Designing Buildings in Metaverse w/  @Arkio   1:24:57 VR Fund Tipatat Discussing Metaverse Investment Landscape 1:46:50 Lori Mazor on How Creativity is Being Unlocked via the Metaverse 2:07:30  @TechRadar  Content Director Jeremy Kpaln Shares View Metaverse Views 2:29:30 Edu Transformation in the Metaverse with  @VictoryXR  Founder Steve Grubbs 2:48:14 State of Metaverse w/   @FReality - VR Podcast  Host  @Zimtok5   3:04:01 Using VR to Unlock Prod...
2022-11-154h 14Avory - Markets and Investing
Avory - Markets and InvestingBreaking Down Music Industry w/ Napster CEO | E45Napster CEO Jon Vlassopulos joined us to break down the music industry going forward while also sharing what is new at Napster.  This is a must listen! 0:00 Opening 1:00 Napster 1.0 and 2.0 3:30 Problems being solved today 7:00 Industry dynamics (web3, consumption, podcasts...) 14:20 Evolving business models (blockchain, formats, platforms) 20:20 Community big part of future 22:40 Gaming and Music 25:52 Views on "metaverse" _______ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are o...
2022-11-0732 minAvory - Markets and Investing
Avory - Markets and InvestingBreaking Down the Restaraunt Industry with Bloomberg's BestWe brought on Michael Halen the senior restaurant analyst at Bloomberg.  Our goal was to have a discussion about the restaurant industry to gauge trends in the space.  1. How to breakdown the industry 2. Trends in the space 3. How inflation is creating demand for automation 4. Emerging brands. 5. More This is a must listen! Michaels Podcast: Choppin it up Michael Halen Twitter: https://mobile.twitter.com/mikehalen ...
2022-09-3049 minAvory - Markets and Investing
Avory - Markets and InvestingWhat is the FED Going to Do? Deflation Scare? Open Discussion With Seth Golden | E43This is a must listen around inflation data + consumer health + economy + valuation   We took our offline conversation with Seth Golden to the forefront. We had a back-and-forth discussion around inflation data, both CPI/PCE including high-frequency data.  We also further discussed our recent twitter posts around valuation and economic readings.  This is a must listen.  More on Finom Group: https://www.finomgroup.com/about-us/seth-golden/ Seth's Twitter: https://twitter.com/SethCL _______ Disclaimer: Avory & Co. is a Regi...
2022-09-281h 05Avory - Markets and Investing
Avory - Markets and InvestingRecovery in Foot Traffic? + Other Major Trends with Placerai | E42We sat with Ethan Chernofsky from Placerai to discuss trends from analyzing foot traffic. We covered topics like new initiatives in the brick-and-mortar space for in-store advertising. We covered general trends within foot traffic, what physical fitness looks like today, and views on Kohls's.  Segments:  0:00​ Opening  1:40 Major trends in foot traffic today... 5:04 Brick and mortar advertising 09:50 Mr.Beast / Influencer influencing physical location traffic 16:00 Co-tenants (Target + Wholefoods) 17:15 View on Kohls 19:40 Off-price retail 21:50 Fitness category (Lifetime Fitness & Planet) 24:00 Place...
2022-09-2124 minAvory - Markets and Investing
Avory - Markets and Investing0 to $1B With Nutanix Founder Dheeraj PandeyWe were lucky to have Dheeraj Pandey join Inside Scoop to discuss his origin story, his views on the technology landscape, his new venture in DevRev, and everything he does in philanthropy.    Dheeraj is the founder of Nutanix where he helped build it from $0 to $1B in 8 years. He remains the single largest investor at Nutanix and continues to balance family, philanthropic efforts, and building.      DevRev: www.devrev.ai  _______   Disclaimer:  Avory & Co. is a Registere...
2022-09-1436 minAvory - Markets and Investing
Avory - Markets and InvestingUnderstanding the Creator Economy w/ Brad Hussey | E40Brad Hussey is a founder and leading web developer and successful creator. Brad is a partner and thought leader for Wix Editor X. He has over 560k individual students who have taken his Udemy web design courses. He is the founder of Freelancing Freedom.  We brought Brad on to share his knowledge around Editor X, the state of the creator economy, and how he has built an incredible library on top of Udemy. Learning about EditorX via Brad Creative X: https://www.youtube.com/c/CreativeXcrew Udemy Co...
2022-09-0937 minAvory - Markets and Investing
Avory - Markets and InvestingTrends in Pet Market, On-Demand, VC with Wag Founder Brendan Rogers | Part 2 | E39Part 2: Trends Brendan Rogers came on Inside Scoop to discuss how he went from 0 to Wag. Brendan is the co-founder of Wag and is now a former employee. He left Wag in 2019 and eventually co-founded 2am VC. Brendan is no longer involved at Wag. 2amVC | https://www.2amvc.com/ Brendan LinkedIn | https://www.linkedin.com/in/brendanpr... _____ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or...
2022-08-3020 minAvory - Markets and Investing
Avory - Markets and InvestingState of No Code with No Code Ops Founder | E38State of No Code We brought on Philip Lakin. He is the Founder of No-Code Ops, and he created one of the biggest communities around no-code with over 9,000 members. He also launched Switchboard, an exciting product as an error monitoring tool for automation tools like Zapier and Make. He raised his seed stage at over $4m recently. No-code refers to software tools that allow users to build and even deploy applications or software without needing technical know-how. I like to describe it as software-eating software. Building a website or...
2022-08-2634 minAvory - Markets and Investing
Avory - Markets and InvestingBuilding a company with Wag Co-Founder Brendan Rogers | E37How he started a business from 0 to 100.  Brendan Rogers came on Inside Scoop to discuss how he went from 0 to Wag. Brendan is the co-founder of Wag and is now a former employee. He left Wag in 2019 and eventually co-founded 2am VC. Brendan is no longer involved at Wag. We dove into how he thinks about product market fit, funding, scaling, and the nuances of building a business.  This is a great listen if you are an investor or founder.    2amVC | https://www.2amvc.com/ Brendan LinkedIn | https://www...
2022-08-2136 minAvory - Markets and Investing
Avory - Markets and InvestingDuolingo CFO Conversation | E36Our conversation with Duolingo CFO at Avory Idea Day 2022. This was recorded back in February 2022, however, it was not added to our podcast. We wanted to make it available as we bring more incredible guests in the coming months.  _______   Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and po...
2022-08-0923 minAvory - Markets and Investing
Avory - Markets and InvestingThis Week in Fundamentals: Square's Power, Zillow and Opendoor Partnership | E35This week we dug into the health of Square's earnings. There was big news in prop tech with Opendoor and Zillow announcing a big partnership.    ______   Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a c...
2022-08-0519 minAvory - Markets and Investing
Avory - Markets and InvestingThis Week in Fundamentals: Currency, Comps, Cloud, Core | E34This week we share our initial reaction to many companies that reported earnings. We review Apple, Meta, Google, Amazon, Etsy, ServiceNow, and Upwork.   ______   Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client se...
2022-07-2923 minAvory - Markets and Investing
Avory - Markets and InvestingThis Week in Fundamentals: Netflix $17.9B, Snap Credibility, Banks, Earnings | E33This week in fundamentals we discussed the current state of earnings, the health of banks and consumers, snap's earnings, Netflix, and more. ______   Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service a...
2022-07-2221 minAvory - Markets and Investing
Avory - Markets and InvestingFinding Opportunities, Macro, Emotions on Mega-Brands Podcast | E32Avory Chief Investment Officer interview on Mega-Brands Podcast. Go check out their channel discussing macro, micro and emotions. Recording Date: July 25th Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. The information presented is for educational purposes only and does not intend to make an offer...
2022-07-2054 minAvory - Markets and Investing
Avory - Markets and InvestingWhat's happening in Freight with Freightos | E31Freight has been one of those legacy industries ripe for disruption. With elevated freight prices, the demand for efficiencies is rising. We brought on Freightos to talk about trends within freight.  More on Freightos:  https://www.freightos.com/logistics-research/ Guest: Judah Levine  _______    Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing invol...
2022-07-1423 minAvory - Markets and Investing
Avory - Markets and InvestingJesse Showalter Creator Economy Landscape | E30No-code and landscape. Jesse Showalter has over 250,000 subscribers on YouTube given his expertise in content creation, design, and experience. He has worked with Apple, Nike, Adobe, Bravo, and more. We brought him on to provide us a clear understanding of the landscape of creator tools, along with the health of the freelance ecosystem. He touched on Wix, Webflow, UX/UI, Canva, Notion, Zapier, WordPress, Airtable and more. Enjoy. More on Jesse:   Jesse Showalter YouTube https://www.youtube.com/c/JesseShowalter His website: https://www.jesseshowalter.com/ _______   ...
2022-07-0130 minAvory - Markets and Investing
Avory - Markets and InvestingAmazon Betting Big at reMARS, Meta Creators, Driverless Taxi, Zendesk Acquired | E29This week we went all-in on Amazon's big event reMARS 2022. The event focuses on machine learning, automation, robotics, and space. We also touch on Meta's announcement of creator incentives and tools. GM's Cruise announced paid rides, and Zendesk was acquired FINALLY. _______   Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves r...
2022-06-2520 minAvory - Markets and Investing
Avory - Markets and InvestingThis Week in Fundamentals: Coinbase Data = Layoff, Tech Earnings, Snap Plus Beta | E28This week we dug into the data that led to the Coinbase layoff. We also discuss the Adobe and Oracle earnings, which signal strength in digital. We share our strategic take regarding Redfin's hiring freeze vs Zillow and OpenDoor. Lastly, our quick take on Snap Plus Beta.     _______   Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guar...
2022-06-1815 minAvory - Markets and Investing
Avory - Markets and InvestingExpert Luke Hurd Breaks Down VR/AR Landscape w/ Avory | E27We hosted expert Luke Hurd, Meta Spark AR Official Instructor, to discuss the state of virtual and augmented reality. Breaking down the success of Meta, Snap, Magic Leap and more. _______   Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & C...
2022-06-1027 minAvory - Markets and Investing
Avory - Markets and InvestingWhat did Salesforce, UiPath, and HPE Tell Us? | E26Fundamental Fridays. Our weekly discussion on fundamental events that took place that week. Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments...
2022-06-0313 minAvory - Markets and Investing
Avory - Markets and InvestingDuolingo Math, Block, Meta Conversations, Inflation on Monthly Bulletin | E25It is June, and at Avory we cover all the things that happened in May. This month we cover Block / Square's/Wix investor days. Duolingo has Duolingo Math beta.   Meta Conversation Event happened and we broke down some product announcements.       Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. The informa...
2022-06-0112 minAvory - Markets and Investing
Avory - Markets and InvestingSnap Debacle, Zoom SAAS, and Retail Haves and Have Not | E24Fundamental Fridays. Our weekly discussion on fundamental events that took place that week. Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments...
2022-05-2716 minAvory - Markets and Investing
Avory - Markets and InvestingNutanix Sales Partner Conversation | E23If there's noise we want to listen. He sat down with the founder of Roundstone Solutions. A seller of Nutanix IT solutions.  Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. The information presented is for educational purposes only and does not intend to make an offer or solicitation for t...
2022-05-2618 minAvory - Markets and Investing
Avory - Markets and InvestingNews | Public App Interview on Snap Debacle and Zoom Success | 22Avory Chief Investment Officer interview on Public App. Discussing Snap and Zoom news. Recording Date: Pre Market on May 24th.   Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale o...
2022-05-2507 minAvory - Markets and Investing
Avory - Markets and InvestingBlock Investor Day Key Takeaways | E21Key takeaways from Blocks Investor Day 2022.   Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and un...
2022-05-1921 minAvory - Markets and Investing
Avory - Markets and InvestingMeta, Zillow, Square, Wix on Avory's Monthly Bulletin | E20It is May, and at Avory we cover all the things that happened in April. This month we cover Block / Square's RiteAid announcement, Zillow's ShowingTime integration into brokerage websites, Wix integration with LegalZoom, and Meta's new store coming soon.  Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. The information p...
2022-05-0426 minAvory - Markets and Investing
Avory - Markets and InvestingNews | Meta Earnings Breakdown on Public Radio | E19Sean Emory breaks down Meta earnings. Also, what is he looking at with Amazon and Apple Earnings on deck. Lastly, views on economic growth and using a long-term mindset to push past the noise. Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. The information presented is for educational purposes...
2022-04-2812 minAvory - Markets and Investing
Avory - Markets and InvestingMotley Fool Live with Sean Emory from Avory & Co.Avory & Company Co-Founder and Chief Investment Officer sat down with Motley Fool to go over their high conviction process, research framework, investment philosophy, company thesis, and more!   Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. The information presented is for educational purposes only and does not intend to make a...
2021-10-0158 minAvory - Markets and Investing
Avory - Markets and InvestingGig Economy w/ Oxford Internet Institute, With Takes on Fiverr and UpworkThe internet has blurred the lines between the online and offline workforce. At Avory we calculate that there is roughly $700B in paid workers that could move some or all of their work to online platforms. We brought Fabian Stephany from the Oxford Internet Institute "OII" at the University of Oxford to discuss this revolution.  iLabour Website: https://ilabour.oii.ox.ac.uk/online-labour-index Fabians Twitter: https://twitter.com/fabian_stephany Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show a...
2021-09-2124 minAvory - Markets and Investing
Avory - Markets and InvestingRobotic Delivery w Tortoise Co-FounderWe continue to focus on the shape of mobility trends. We had a great conversation with the founder of Tortoise. Tortoise automated repositioning transforms last-mile delivery & shared micromobility operations. Check out their site here https://www.tortoise.dev/  Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. The information presented i...
2021-06-2337 minAvory - Markets and Investing
Avory - Markets and InvestingWhat are they up to... Our views on key topics [Inflation, Earnings, Sentiment]WHAT ARE THEY UP TO | AVORY | MAY 2021   We share our thoughts on inflation. How we connect time horizon to inflation expectations. We continue to believe that technological changes are creating structural deflation. We also discuss companies like Facebook, Google, Wish, Omnicell, Electronic Arts, Aterian. More on Avory: https://linktr.ee/avoryco Subscribe Here: https://www.youtube.com/channel/UCoH5... Sean's Twitter: https://twitter.com/_SeanDavid   Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this sh...
2021-05-2136 minAvory - Markets and Investing
Avory - Markets and InvestingUber or Lyft or DoorDash and more - Talking Future of Mobility w. TheRideShareGuy.comWe continue to focus on the shape of mobility trends and the gig economy. With that we had the pleasure of bringing on Chris Gerace, a TheRideShareGuy.com contributor to share his insights into current trends within rideshare, grocery delivery, food delivery, autonomous vehicle threat,and more gig work. We mentioned Uber and Lyft, along with food delivery like Eats, Instacart, and DoorDash.    Check out their site here https://therideshareguy.com/   Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are...
2021-05-0637 minAvory - Markets and Investing
Avory - Markets and InvestingAterian (formerly Mohawk), Wish, Square, and moreWHAT ARE THEY UP TO | AVORY | MARCH 2021   We share our thoughts on Aterian and Wish earnings. Volatility discussion. Also more talk around commerce evolution. Disclaimer: Avory & Company, LLC statements are not an endorsement of any company or a recommendation to buy, sell or hold any security. This presentation is for informational purposes only. No information contained on this presentation constitutes investment advice. This presentation should not be considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services discussed herein.
2021-04-0632 min