Sean Emory From Avory And Co.

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 09

PreMarket PrepHow Low Will We Go? - Apr 3, 2025Join the Stock Trader Network https://stocktradernetwork.com and trade with Dennis, Joel and others for the close and beyond!Watch Joel Elconin, Dennis Dick and Christian Fromhertz as they follow stock market news and trading set-ups from the previous night and this morning. Gain insights on opening-only orders and the sympathy moves from catalysts in the after-hours or premarket. Finally, learn how the order flow leading to the open may impact price action for the remainder of the day.Special Guest:Sean Emory, Founder and CIO of Avory and CompanyDisclaimer: the views, thoughts, and opinions expressed in this...2025-04-031h 00

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 min

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 min

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 min

PreMarket PrepPPI Day | PreMarket Prep - Nov 14, 2024Join Joel and Dennis as they follow stock market news and trading set-ups from the previous night and this morning. Gain insights on opening-only orders and the sympathy moves from catalysts in the after-hours or premarket. Finally, learn how the order flow leading to the open may impact price action for the remainder of the day. Special Guests: Sean Emory-Founder and CIO of Avory and Company Michael Pachter-Equities Analyst at Wedbush Securities Disclaimer: the views, thoughts, and opinions expressed in this content are not investment advice and are for informational purposes only.2024-11-141h 43

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 min

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 min

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 min

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 min

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 min

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 min

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 min

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 min

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 min

PreMarket PrepFed's Game Changing Comments #PreMarketPrep #Benzinga #PreMarketGainers#1 Morning Stock Show To Get You Ready For The Stock Market Open, PreMarket Gainers, Earnings This Week, Economic Data & More! Benzinga PreMarket Prep 8:00AM ET- 9:00AM ETFeatured Guest: Sean Emory, Founder & CIO - Avory & Co.https://www.avory.xyz/Sean Emory is the founder and Chief Investment Officer of Avory & Company, LLC. He worked as a Senior Investment Analyst at GFG Capital for 5 years. There he managed a concentrated single equity portfolio along with four global...2023-11-301h 09

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 min

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 min

PreMarket PrepBasket of AI Stocks #Benzinga #PreMarketGainers #PreMarketPrep#1 Morning Stock Show To Get You Ready For The Stock Market Open, PreMarket Gainers, Earnings This Week, Economic Data & More!Benzinga PreMarket Prep 8:00AM ET- 9:00AM ET👉premarket.benzinga.com/pre-market-show/Featured Guest(s): Sean Emory, Founder and CIO of Avory and CompanySean Emory is the founder and Chief Investment Officer of Avory & Company, LLC. He worked as a Senior Investment Analyst at GFG Capital for 5 years. There he managed a con...2023-09-051h 03

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 min

The RazReportUnearthing High Conviction Strategies! | The Raz Report ft. Sean EmoryDive into this week's exclusive "Raz Report" where Jason Raznick chats with Sean Emory, co-founder of Avory & Co. Sean unravels his firm's distinct investment strategies including Premier Growth, Premier Plus, and Dividend Compounders, all designed with future trends in mind!Guest:Sean EmoryA firm believer in transparency, Sean also shares some intriguing investment opportunities, highlighting companies such as Fiver and Upwork, standing resilient amidst AI disruption! This in-depth interview delivers actionable insights straight from the field! Don't miss this chance to gain a better understanding of high conviction strategies and discover...2023-07-2825 min

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 min

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 min

PreMarket PrepRetail Apocalypse! #Benzinga #TechStocks #aistocks#1 Morning Stock Show To Get You Ready For The Stock Market Open, PreMarket Gainers, Earnings This Week, Economic Data & More!Benzinga PreMarket Prep 8:00AM ET- 9:00AM ET👉premarket.benzinga.com/pre-market-show/Partnership ^ See Disclaimer In Video & BelowFeatured Guest: Sean Emory, Founder and CIO of Avory and CompanySean Emory is the founder and Chief Investment Officer of Avory & Company, LLC. He worked as a Senior Investment Analyst at GFG Capital for 5 yea...2023-06-011h 03

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 min

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 min

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 min

Avory - Markets and InvestingValuable Generative Ai With Chief Technology Officer Kognitos, ex Nutanix CTOWelcome to our latest podcast episode where we sit down with the former CTO of Nutanix and current Founder/CTO of Kognitos, Sean Emory and Binny Gill discussing how generative AI works and how to use it to create value. During the episode, we dive deep into the concept of generative AI, explaining what it is, how it works, and how it can be applied in different industries to improve processes and generate value. We explore the key features of Kognitos' generative AI platform and how it differs from other solutions in the market. 2023-04-0429 min

Mega-Brands: Investing in Mega Trends & the Mega Brands Best Positioned to Add Value to Your WalletS3 - Ep 4 Sean Emory - Avory & Co on 2023 and stock talkI check in with great investor, Sean Emory CIO of Avory & Co. We talked about the macro and inflationary environment and when we might see a rate of change tailwind. We got back into the company fundamentals, that's what really matters. We talked about $NTNX growing business case as well as updates on $FVRR $ZG $CPRI Nutanix is still a mis-understood name and acquisition target cited in the press on numerous occasions. Capri is still cheap and their brands Kors, Jimmy Choo and Versace remain strong. Fiverr i...2022-12-1439 min

Value Hive PodcastSean Emory: Fiverr $FVRR Deep DiveThis weeks guest is Sean Emory from Avory & Co. This week we dove deep into the weeds on Fiverr. We compared it to Upwork, we talked about how to valuate it, the unit economics of the business, and whether Fiverr has a moat. Plus, Sean shared with us his investing journey. Why he invest in structural growth and transformation and he shared a couple of his transformation bets that are in his portfolio. [0:00] Investing in Structural Growth and Transformation [8:20] Data tells our Stories [11:40] Sean’s Investing Journey [15:30] What is Fiverr? [20:20] Fiverr’s Unit Economics? [26:00] Does Fiverr have a Moat...2022-09-231h 10

PreMarket PrepZoom Security Leak; Intel Signs $30B Funding Partnership $ZM $INTCZMSponsors:IndeedZengoBenzinga PreMarket Prep 8:00AM ET- 9:00AM ET#1 Mornings Stock Show To Get You Ready For The Stock Market OpenPreMarket Gainers, Earnings This Week, Economic Data & More!premarket.benzinga.com/pre-market-show/Featured Guest: Sean Emory, Founder & CIO of Avory and CompanySean Emory is the founder and Chief Investment Officer of Avory & Company, LLC. He worked as a Senior Investment Analyst at GFG Capital for 5...2022-08-231h 02

PreMarket PrepMarket Gets Targeted!Go to INDEED.COM/PREP to claim your $75 CREDITOVERNIGHTSTOCK FUTURES LOWER AFTER A SLOW MONDAYTARGETTAKES HIT ON SHORT TERM PROFITS/ WORSE THAN EXPECTED OPERATING MARGINSENTIMENTHAS THE MARKET BOTTOMED? CPI DATA ON FRIDAYEARNINGSJ.M SMUCKERS, UNITED NATURAL FOODS, CRACKER BARRELAPPLEUNVEILED NEW MACBOOK AIRS & PRO/ PAY LATER SERVICE/ MESSAGING EDITSEAN EM...2022-06-071h 04

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

PreMarket PrepInflation ReactionOn Today's PreMarket Prep: Inflation Live Reaction - Why Biogen stock is down today BIIB- Why Chinese stocks are up today BABA BIDU JD- How bad was inflation CPI in December?FEATURED GUEST:Sean Emory, Founder and CIO of Avory and CompanyMEET THE HOSTS:Dennis DickTwitter: https://twitter.com/TripleDTraderJoel ElconinTwitter: https://twitter.com/Spushttps...2022-01-121h 03

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

PreMarket PrepLucid Motors Stock Crushed On PIPE Lockup $LCID | September 1, 2021Join the Virtual Benzinga Crypto Festival today and tomorrow register here for FREEEpisode Summary:On Today's PreMarket Prep:- Lucid Motors Stock Crushed On PIPE Lockup $LCID- $NIO cuts deliveries expectations- Earnings from Crowdstrike $CRWDGuests:Sean Emory, Founder and CIO of Avory and Company 34:00https://linktr.ee/avorycohttps://twitter.com/_seandavidMEET THE HOSTS:Dennis DickTwitter: https://twitter.com/TripleDTraderJoel Elconin...2021-09-011h 00

The 7investing PodcastWe're All Value Investors with Sean Emory from Avory & CoWelcome to 7investing. We are here to empower you to invest in your future! We publish our 7 best ideas in the stock market to our subscribers for just $49 per month or $399 per year. Start your journey toward's financial independence: https://www.7investing.com/subscribe Stop by our website to level-up your investing education: https://www.7investing.com Follow us on Social Media ► https://www.facebook.com/7investing/ ► https://twitter.com/7investing ► https://instagram.com/7investing 2020-08-0644 min

Avory - Markets and InvestingFacebook Shops, Gaming and Payments w/Sean EmoryIn this episode of Inside Scoop we went solo into Facebook Shops and the potential impact it may have on the company more broadly. We also touched on recent payments and gaming announcements. *This is not a recommendation of purchase or sale of any security mentioned. 2020-06-2314 min

Avory - Markets and InvestingInside Scoop IntroIntroduction to Inside Scoop with Sean Emory. My goal is to bring you closer to the investments, company management teams, and simply articulate what we are thinking. Think of this as our oral notebook.2020-03-0418 min

The Investing City PodcastEp. 55 - Sean Emory: The Art of DiggingSean Emory is the founder and CIO of Avory & Co. In this conversation we cover: what value investing in tech looks like Nutanix and how its a good example of the companies Sean looks at how Sean thinks about portfolio management and valuations and much more! Thank you so much for listening, we really appreciate you. If you have found this valuable, please consider leaving us a review as it will help more people find it! Thanks you're awesome! You can find more information and content by going to these places: Premium Research Website: https://www.investingcity.org YouTube: Investing...2020-01-2742 min