Shows
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 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 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 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 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$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 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 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 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 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 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 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 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 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 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 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 min
From the ClosetThe Seven Deadly Sins | Season 4 | From the Closet Episode 178
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
Subscribe to Avory on YouTube:
Main channel: https://www.youtube.com/channel/UCLc5uxF9CPYUazLMdHdWjig
Buy, rent, or stream The Seven Deadly Sins:
https://www.justwatch.com/us/tv-show/the-seven-deadly-sins
Check out o...2023-10-3052 minFrom the ClosetBolt | From the Closet Episode 177
In this episode of the From the Closet podcast, Lily and Avory discuss the 2008 film, Bolt
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
Buy, rent, or stream Bolt:
https://www.justwatch.com/us/movie/bolt
Check out other episodes of this podcast:
2023-10-2444 minFrom the ClosetInto the Woods | From the Closet Episode 176
In this episode of the From the Closet podcast, Lily and Avory discuss the 2014 film, Into the Woods
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
Buy, rent, or stream Into the Woods:
https://www.justwatch.com/us/movie/into-the-woods-2014
Check out other episodes...2023-10-2031 minAvory - 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 ClosetInception | From the Closet Episode 175
In this episode of the From the Closet podcast, Lily and Avory discuss the 2010 film, Inception
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
Buy, rent, or stream Inception:
https://www.justwatch.com/us/movie/inception
Check out other episodes of this podcast:
2023-10-1738 minFrom the ClosetCaptain Marvel | From the Closet Episode 174
In this episode of the From the Closet podcast, Lily and Avory discuss the 2019 film, Captain Marvel
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
Buy, rent, or stream Captain Marvel:
https://www.justwatch.com/us/movie/captain-marvel
Check out other episodes of this p...2023-10-131h 04From the ClosetGhost Rider: Spirit of Vengeance | From the Closet Episode 173 | Free Film Day | Oct. 2023
In this episode of the From the Closet podcast, Lily and Avory discuss the 2011 film, Ghost Rider: Spirit of Vengeance
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
Buy, rent, or stream Ghost Rider: Spirit of Vengeance:
https://www.justwatch.com/us/movie/ghost-rider-spirit-of-vengeance
C...2023-10-1034 minFrom the ClosetThe Amazing Spider-Man | From the Closet Episode 172
In this episode of the From the Closet podcast, Lily and Avory discuss the 2012 film, The Amazing Spider-Man
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
Buy, rent, or stream The Amazing Spider-Man:
https://www.justwatch.com/us/movie/the-amazing-spider-man
Check out other episodes o...2023-10-0744 minFrom the ClosetCars 3 | From the Closet Episode 171
In this episode of the From the Closet podcast, Lily and Avory discuss the 2017 film, Cars 3
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_ClosetCqGA
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 Cars 3:
https://www.justwatch.com/u...2023-10-0336 minFrom the ClosetAgents of S.H.I.E.L.D. | Season 6 | From the Closet Episode 170
In this episode of the From the Closet podcast, Lily and Avory discuss the 2013 film, 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...2023-09-2945 minFrom 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 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 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 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 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 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 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 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/UCLc5uxF9CPYUazLMdHdWjig2023-08-2932 minFrom 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 14
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 min
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 min
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 05
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 min
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 minAvory - Markets and InvestingWhy Amazon FBA sellers are being acquired...This month we are digging into all things commerce. Today it is about marketplaces. For Amazon specifically, it's about the acquisition landscape of Amazon sellers. Jake Barnett has been on the acquisition side for two aggregators prior to pivoting to the sell-side.
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 sa...2021-02-1131 minAvory - Markets and InvestingCloud, Commerce, IPO's, PayPal, and More...WHAT ARE THEY UP TO | AVORY | JANUARY 2021 We share our thoughts on big tech earnings. How cloud and commerce are shaping up as public vendors compete. Companies mentioned are PayPal, Apple, Google, Microsoft, Facebook, Amazon, Poshmark, MyTheresa, Capri, Tapestry, Square, and more! 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...2021-02-0432 minAvory - Markets and Investing(CEO Interview) Due Diligence w/ CEO Yaniv Sarig: How Aterian is Disrupting CPGDue Diligence w/ CEO Yaniv Sarig: How Aterian (formerly Mohawk) is Disrupting CPG (CEO Interview)
Ticker: ATER
In this interview, we go deep into the business model of the Mohawk Group.
The company is a leading tech-enabled consumer products platform built on marketplaces such as Amazon and Walmart. Using home grown technology, they are able to discover and automate research planning for product creation. The company is looking to solidify digital real estate or digital shelf space on marketplace platforms. When we say digital real estate, we are referring to product placement on marketplace search results. The company sells products o...2020-12-1554 minAvory - Markets and InvestingLet's Talk Square with Ark Invest Max FriedrichToday Max Friedrich from Ark Invest and I had a great conversation about Square following their business update. We planned 20 minutes of conversation but ended up going for 50 minutes. Enjoy the conversation! ***This is not a recommendation for the purchase or sale of any companies or securities mentioned. Both Avory & Company and Ark invest are investors in Square. Avory also invests in PayPal and Intuit.2020-03-2554 min