Shows
Avory - Markets and InvestingWhat did we learn from NVIDIA and Software this Week?AI vs SaaS: Seat + Consumption Can CoexistSalesforce, Workday, Nvidia, Zoom, Block | Around the DeskThis week on Around the Desk, Sean Emory breaks down a pivotal week for AI and enterprise software.Are seat-based models being replaced?Or is AI expanding the value of platforms?Using earnings and data from Salesforce, Workday, Nvidia, Zoom, and Block, Sean argues AI is enhancing durable platforms, not eliminating them. The winners are likely multi-product ecosystems with compliance depth, proprietary data, and embedded workflows. Not point solutions.00:00 Welcome and Disclaimer00:43...
2026-02-2727 minAvory - Markets and InvestingAre we closing in on a Software Bottom or No?In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., walks through the key market signals this week and asks a central question:Are we getting close to a bottom in software?Insiders are buying.Business formations are surging.Software job postings are rising.App creation is accelerating.Yet sentiment remains stretched.We break down what the data is actually saying. 00:00 Welcome + Disclosures 00:41 AI & Software Focus 01:20 Insider Buying Spike 02:50 Tariffs Update 05:25 Business Formation Surge 06:27 Travel & Dining Stable...
2026-02-2014 min
Chit Chat StocksIs Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)On this episode of Chit Chat Stocks, we speak with Sean Emory, founder and CIO of Avory & Co, about Zoom Communications (Ticker: ZM). We discuss:(00:00) Introduction(11:23) Zoom's Business Model Evolution(20:50) AI Integrations(26:36) Anthropic Investment(32:18) AI's Dominance Over Software(39:09) The Impact of COVID on Zoom's Growth(42:25) Zoom's Pricing Power and Market Position(45:48) Capital Returns and Buyback Strategies(51:40) Valuation(55:31) Misunderstandings About Zoom's Business ModelFOUNDATIONAL EQUITIES ETF: https://avoryfunds.com/
2026-02-181h 00Avory - Markets and InvestingThe AI Scare Trade: Jensen Says Its Illogical - We AgreeIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down the recent software selloff and the broader AI scare trade.Inflation is cooling.Jobs are stable.Earnings are holding up.Yet parts of software are trading as if AI is about to eliminate entire business models.Does that make sense?Chapters:00:00 Welcome + Disclaimer00:40 Software Selloff vs AI Boom02:20 Inflation Cooling: CPI, Break-evens, Rates03:55 Jobs & Wages: Stability vs AI Fears07:00 Zillow: Growth in a Flat Market08:10 Airbnb...
2026-02-1321 minAvory - Markets and InvestingIs Software Dead? and What Big Tech's Spending Reveals About the Future...In this episode of Around the Desk, Sean Emory, Founder and Chief Investment Officer at Avory & Co., steps back from the AI noise to focus on what actually matters right now.Using recent earnings from Google, Microsoft, Amazon, and Meta, this conversation breaks down what the massive AI CapEx buildout really signals, how different business models monetize AI very differently, and why many of the fears around software disruption may be overstated.This episode explores AI through a capital allocation lens, separating defensive spending from offensive opportunity, and what Big Tech behavior tells us about...
2026-02-0618 minAvory - Markets and InvestingInside Dollar General & Dollar Tree: with TSOH Investing Owner Alex MorrisIn this episode of Around the Desk, Sean Emory, Founder and CIO of Avory & Co., sits down with Alex Morris of TSOH Investment Research to unpack investing philosophy, portfolio construction, and the real fundamentals behind dollar store economics.Alex shares his path into finance, the influence of Warren Buffett, and why transparency and process matter in research. The conversation then dives deep into Dollar General (DG) and Dollar Tree (DLTR), covering store traffic, margin pressure, capital allocation, and how these businesses are adapting amid competitive and operational challenges.A grounded, fundamentals-first discussion on how mature...
2026-01-061h 06Avory - Markets and InvestingFireside Chat with Fiverr Founder and CEO Micah KaufmanThis fireside chat with Micha Kaufman, founder and CEO of Fiverr, hosted by Sean Emory and the Avory team. The discussion covers Fiverr's origin story, its evolution into a leading global freelance marketplace, and the dynamics of its two-sided platform connecting buyers and sellers across nearly 800 service categories. Micha explains how Fiverr has adapted to changing trends, including the rise of AI, and highlights the company's focus on trust, repeat business, and expanding services for both small businesses and large enterprises. The conversation also touches on Fiverr's financial growth, operational strategies, and vision for the fu...
2025-12-0938 minAvory - Markets and InvestingBlock Q3 Postmortem: Foot on Gas No Breaks.Block Q3 2025 Post-Mortem: Acceleration With An AI EnginePost MortemIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why Block is re-accelerating across Cash App and Square, how Borrow economics compound inside the ecosystem, and why Goose AI is the quiet operating layer powering efficiency and product velocity.DisclaimerAvory is an investor in Block.Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory...
2025-11-0713 minAvory - Markets and InvestingGoogle Q3 2025 Postmortem: Why the market likes it...Google Q3 2025 Post-Mortem: AI Execution Over AI HypePost MortemIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why investors are rewarding Google’s spending while punishing others, and how its strategy from TPUs to Gemini shows real ROI in the new compute era.We cover:• Revenue acceleration across Search, YouTube, and Cloud (+15% to +34%)• Gemini’s rapid growth to 650M users, 300M paid• Why CAPEX to $93B is seen as productive, not reckless• Anthropic’s commitment to TPUs and the growing Cloud backlog...
2025-10-3008 minAvory - Markets and InvestingMeta Q3 2025 Post-Mortem: AI Spend vs ROIMeta just reported Q3 earningsRevenue up +26% Y/Y, engagement accelerating, and yet the stock fell 8%.In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., breaks down why the market is suddenly questioning Meta’s $70B+ AI spending plans, what this means for ROI, and whether we’re entering “Metaverse 2.0” territory.We explore: • Why Meta’s core business is stronger than ever • How AI infrastructure is driving engagement and ad performance • Why investors are beginning to push back on CAPEX at all costs • The tension between lo...
2025-10-3007 minAvory - Markets and InvestingDecoding Market Dynamics with Seth Golden.Navigating Market Dynamics with Seth Golden: Insights on Fed Policy, Economy, and Investment OpportunitiesJoin Sean Emory, Founder and Chief Investment Officer of Avory & Company, as he hosts Seth Golden, market strategist and founder of Finom Group, in this episode of Avory's Around the Desk podcast. They delve into the Fed's recent rate cut, its impact on the economy, and discuss key investment opportunities and risks in the current market landscape. 00:00 Introduction and Guest Welcome00:52 Catching Up in Orlando02:45 Discussion on the Federal Reserve's Recent Rate Cut06:54 Real-Time Indicators and In...
2025-09-261h 11Avory - Markets and InvestingHow Bullish Are You? 1 - 10 With Garth Friesen ex NY Fed Advisor, Forbes, III CapitalAvory Around the Desk PodcastIn this episode of Avory Around the Desk Podcast, host Sean Emory, founder and Chief Investment Officer of Avory & Co, welcomes Garth Friesen, an acclaimed investor, author, consultant, and former hedge fund manager. Garth shares his insights on a wide range of topics including market outlook, macroeconomic trends, the Federal Reserve's policies, and the impact of geopolitical events. Discussions also cover the effects of tariffs, real estate investment opportunities, and the transformative role of AI in various sectors. Whether you're a seasoned investor or new to the field, this episode offers valuable...
2025-09-1449 min
Avory - Markets and Investing"The world has changed." Buffett’s Lessons for the AI Era with Kai WuIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Kai Wu, Founder & CIO of Sparkline Capital, for a deep dive into investing beyond the balance sheet.Kai shares how Sparkline Capital applies machine learning, AI, and alternative data to measure intangible assets such as human capital and intellectual property and integrate them into a systematic value investing framework.We explore:• Buffett’s three career phases from tangible to intangible moats• Why patents, brand equity, and PhD talent are undervalued• Using unstructured data to find adv...
2025-08-1554 min
EisnerAmper PodcastHigh-Conviction Equity Investing: Top Trends, Challenges & AI InsightsIn this episode of EisnerAmper's Engaging Alternatives Spotlight, Elana Margulies-Snyderman, Director, Publications, EisnerAmper, speaks with Sean Emory, Founder & CIO, Avory & Co., which manages a high-conviction equities strategy. Sean shares his outlook for high-conviction equities investing, including the greatest opportunities, challenges and more.
2025-08-0707 min
Avory - Markets and InvestingJobs in the Age of AI: What’s Actually Changing with Revelio LabsIn this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Loujaina Abdelwahed, PhD — a senior economist at Revelio Labs — to break down what’s really happening in the labor market.We dig into the shifting workforce, the nuanced role AI is playing in reshaping jobs, and the generational divide in employee sentiment and retention.From federal workforce changes to AI adoption curves — this is the kind of analysis that tells us where the labor market is actually headed.We cover:• Slowing hiring and historically low attrit...
2025-07-3038 min
Avory - Markets and InvestingWhy Bitcoin miners are betting big on AI compute.In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Anthony Power, co-founder of Power Mining Analysis and a leading voice in the mining world, to break down how the economics of Bitcoin mining are evolving and why many are shifting toward high-performance compute (HPC) infrastructure.This isn’t just about mining anymore, it's about building the digital infrastructure stack of the future.Chapters00:00 Introduction to Bitcoin Mining and Power Mining Analysis04:56 Current State of Bitcoin Mining10:14 Challenges and Adaptations in Mining14:43 The Sh...
2025-07-2943 min
Avory - Markets and InvestingIs Joby the Future of Transportation?In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Travis Brooks — operator, researcher, and the voice behind Let’s Talk Joby to break down the business model behind Joby Aviation and the broader eVTOL landscape.This is more than just flying cars it's an entire tech and infrastructure stack.From aircraft manufacturing to consumer apps, software platforms, and vertiport networks — where will the real value accrue?We cover:• Why manufacturing might get commoditized• The risk/reward of owning the consumer relationship• Platform pot...
2025-07-1652 minAvory - Markets and 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 00Avory - 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 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 minPreMarket 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 43Avory - 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 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 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 09Avory - 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.
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2023-10-3112 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 minPreMarket 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 03Avory - 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 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 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 minPreMarket 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 03Avory - 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 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 10PreMarket 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 02PreMarket 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 minPreMarket 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 minPreMarket 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.
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2020-08-0644 minAvory - 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 minAvory - 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 likeNutanix and how its a good example of the companies Sean looks athow Sean thinks about portfolio management and valuationsand 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!
2020-01-2742 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