Inside Scoop: Recent Episodes
Avory & Co.
What will the FUTURE look like? Avory & Co; Company Partner and Chief Investment Officer, Sean D. Emory goes deep into TRANSFORMATIVE thematic ideas, evolving industries, and specific companies. Interviewing management teams and experts while providing his take on each topic. **Nothing discussed is a recommendation
Summary
Fiverr reported strong earnings, beating their own guidance on revenue and adjusted EBITDA. The company has been impacted by the health of the economy and concerns around AI, but they have addressed these issues and showcased the positive impact of AI on their platform. Fiverr is focused on moving upmarket and increasing spend per buyer, while also improving their take rate through promoted gigs and their Seller Plus platform. They have seen growth in complex services and repeat buyers, indicating a strong recurring nature of the business. Fiverr plans to expand their Generative AI Search and launch new products in the future.
Chapters
00:00 Fiverr's Strong Earnings Performance
02:29 Addressing Concerns: Economy and AI
06:40 Moving Upmarket and Increasing Spend per Buyer
08:33 Improving Take Rate with Promoted Gigs and Seller Plus
12:47 Growth in Complex Services and Repeat Buyers
13:45 Expanding Generative AI Search and New Product Launches
Summary
Dutch Bros and Starbucks are taking different approaches in the coffee market. Dutch Bros focuses on decadent offerings and drive-through service, while Starbucks offers a mass-market, somewhat premium experience. Dutch Bros is experiencing strong growth in units, revenue, and same-store sales, while Starbucks is seeing negative same-store sales. Dutch Bros emphasizes brand identity, customer service, and experiential moments, while Starbucks is leaning towards discounting to bring back customers. We break it down more.
Chapters
00:00 Introduction and Background
02:26 Dutch Bros' Growth: Units, Revenue, and Margins
03:24 Starbucks' Challenge: Negative Same-Store Sales
05:45 The Importance of Brand Identity and Customer Service
09:33 Starbucks' Strategy: Discounting
11:29 Retail Sales Trends
This week's Inside Scoop covers the Fed's stance on inflation and jobs, as well as earnings reports from companies like Square, Apple, Zillow, and Omnicell.
The Fed expressed neutrality towards inflation and jobs, while the conversation around inflation focused on its moderation. Square had an incredible quarter, with a pivot to profitability and a focus on Bitcoin. Apple reported a decline in revenue, but services and Mac sales grew. Omnicell beat their own guidance and saw improvement in the hospital system. Zillow reported strong earnings, with a focus on rentals and their mortgage business.
This week's Inside Scoop episode focuses on the earnings reports of major tech companies, including Tesla, Microsoft, Google, Meta, and ServiceNow. The conversation covers several themes, including the Cloud Wars, ad spending, and the future of AI. The key takeaways include the strong demand for cloud services from Microsoft and Google, the growth of AI unicorns as customers of Google Cloud, the positive ad revenue growth rates for Meta, Snapchat, and YouTube, and the challenges faced by Tesla in terms of revenue and margins. The discussion also touches on the potential impact of AI on productivity and job growth.
- Strong demand for cloud services from Microsoft and Google
- AI unicorns are major customers of Google Cloud
- Positive ad revenue growth rates for Meta, Snapchat, and YouTube
- Challenges faced by Tesla in terms of revenue and margins
- Potential impact of AI on productivity and job growth
00:00 Introduction to Earning Season and Tech Themes
08:10 Tesla's Revenue and Margin Challenges
13:47 Summary and Conclusion
In 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 poses to competitors is also discussed, as well as the focus on Square's offerings.
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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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
$SQ $AFRM
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
Investment Primer on ZoomFrom management to product, to growth profile, we dig into the investment case for Zoom. ______Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Avory & Co. unless a client service agreement is in place.Listeners and viewers are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.$FVRR $UPWKPlease reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
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 he had in his previous job, which allowed him to develop his marketing skills.The Fiverr Guy Twitter/X https://twitter.com/TheFiverrGuy_Fiverr Listing: https://pro.fiverr.com/freelancers/hrapp98?ref_ctx_id=de7819ac91274be9894f20395f44873b&gigs=id%3A352719368%2Cpckg_id%3A1&imp_id=632eeab8-8deb-41a8-94c3-1874a995546d&source=business_lihp00:01:18 The Fiverr Guy's Background.00:04:09 Working for a tattoo shop.00:07:32 Stuck with a meaningless username.00:11:39 Upwork experience and differences.00:15:08 Subscription-based orders.00:18:13 Take rates from platforms.00:22:08 Promoted gigs.00:26:02 Fiverr Neo and its impact.00:30:03 AI's impact on digital services.00:35:24 Off-platform and broadening your scope of solutions.00:36:20 Keeping activity and breaking rules.______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 situation. Past performance is not indicative of future performance.“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.$FVRR $UPWKPlease reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
The 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.
00:34:20 Miami is a place to build.
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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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
Keywords
investors, Meta, Google, Amazon, Microsoft,Meta, Google, funnel, awareness, performance, digital advertising, growth, tech budgets, Google Cloud, Microsoft Azure, Amazon AWS, revenue, computing platform, infrastructure, growth, stabilization, bookings, analyst estimates, Google Cloud, machine learning, AI, leader, revenue growth, demand, open AI,Microsoft, open AI, generative AI, Azure, training, LLMs, Google, BARD, GPT-4, OpenAI, noun, winner-take-all, players, growing, accelerating growth, buyers, companies, cloud spend, advertising spend, revenue, Amazon, GDP, earnings, S&P 500, deviation, international, U.S., revenue line, 2024.,analyst estimates, growth, consumer, corporations, spending habits
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.______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 situation. Past performance is not indicative of future performance.“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-pageKeywordsinvestors, Meta, Google, Amazon, Microsoft,Meta, Google, funnel, awareness, performance, digital advertising, growth, tech budgets, Google Cloud, Microsoft Azure, Amazon AWS, revenue, computing platform, infrastructure, growth, stabilization, bookings, analyst estimates, Google Cloud, machine learning, AI, leader, revenue growth, demand, open AI,Microsoft, open AI, generative AI, Azure, training, LLMs, Google, BARD, GPT-4, OpenAI, noun, winner-take-all, players, growing, accelerating growth, buyers, companies, cloud spend, advertising spend, revenue, Amazon, GDP, earnings, S&P 500, deviation, international, U.S., revenue line, 2024.,analyst estimates, growth, consumer, corporations, spending habits
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 in ranking and recommendations.[00:10:28] Tick tock "for you" pages.[00:12:40] AI tools within governance and privacy.[00:14:23] Data sovereignty and compliance.[00:19:26] Chat as a discovery tool.[00:22:11] Winners and losers in AI.[00:25:10] Hyper-focused and personalized chat apps.[00:28:49] The New York AI community.[00:31:26] CEO, co-founder of Shape.aiTullie Murrell, the CEO and co-founder of Shaped brings a wealth of experience in AI research, having worked at esteemed institutions such as Facebook Research Labs, Palantir, Google, and Uber. With a strong background in the field, Tullie Murrell co-founded Shaped, an AI personalized engine that has been successfully operating for two years.For those interested in exploring the company and its products further, the official website can be found a thttps://www.shaped.ai/, as mentioned in the transcript at 00:30:59. Listeners are encouraged to visit the website to gain more insights into the company's offerings.To facilitate discussions on the latest AI techniques, Tullie is open to communication and can be reached via email at Tullie@shaped.ai. This contact information is provided in the episode transcript at 00:31:15 and 00:31:17. ___________________________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 situation. Past performance is not indicative of future performance.“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-pageKeywords, AI world, embedded, companies, big, small, meta, AI capabilities, best in class, Hugging Face, models, uploaded, meta stand, leadership role, smaller, Sean Emory, founder, Avory & Company, conversation, Tullie Murrell Facebook research labs, Palantir, Google, Uber, engines of AI, data, co-founded, Shaped,
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 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 situation. Past performance is not indicative of future performance.“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
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 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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
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 qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
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 to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
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 on how AI tools are revolutionizing these industries and driving business growth.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 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 situation. Past performance is not indicative of future performance.“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
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 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 situation. Past performance is not indicative of future performance.“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
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 take us on a deep dive into the world of direct-to-consumer companies, sharing insights on the key success factors, challenges to overcome, and the future of the industry. 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 situation. Past performance is not indicative of future performance.“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
Welcome 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.
Welcome 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 how the industry functions.
Whether you're a seasoned industry professional or just starting to explore this fascinating field, this episode is a must-listen. So tune in to Inside Industry on Inside Scoop.
View Freightos Here https://fbx.freightos.com/?vgo_ee=hMmtcTTMlB3s97n%2F%2B5hV%2BvlMy%2BOWWuyaZunZiCXh6gI%3D
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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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
This 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
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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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
InsideScoop #Inflation #Economy
Technology 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 considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services discussed herein.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
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 recommendation for the purchase or sale of any securities or other financial products and services discussed herein.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
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/
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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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
InsideScoop #Podcast #Metaverse #VR
We took 5 questions from all of our channels and answered them here.
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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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
InsideScoop #Data
What did the app store rankings tell us about winners and losers post-Christmas!
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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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
InsideScoop #Data #metaquest2
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/
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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 situation. Past performance is not indicative of future performance.
Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
InsideScoop #Podcast #Metaverse #VR
Investing 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/
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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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
InsideScoop #Podcast #Metaverse #VR
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/
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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 situation. Past performance is not indicative of future performance.
Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
InsideScoop #Podcast #Metaverse #VR
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/
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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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
InsideScoop #Podcast #Metaverse #VR
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 Productivity w/ @Noda Founder Brian Eppert 3:22:30 Metaverse Impact on Edu, Tourism, Culture w/ @Arome Ibrahim 3:37:25 How Marketing in Metaverse is Changing the Landscape w/ ChatBot Founder 3:53:17 Why Architecture is Better in VR and Metaverse w/ Andreaa Founder @NUMEA Learn more about Avory https://www.avory.xyz/
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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 situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
InsideScoop #Podcast #Metaverse #VR
Napster 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"
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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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
InsideScoop #Music #streaming
We 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.
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How to breakdown the industry
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Trends in the space
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How inflation is creating demand for automation
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Emerging brands.
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More
This is a must listen!
Michaels Podcast: Choppin it up
Michael Halen Twitter: https://mobile.twitter.com/mikehalen
0:00 Opening
2:25 Michael Halen's background
3:45 Intro to the restaurant industry
8:20 Margins by segment
13:00 Brand value and digital
15:50 Bloomin Brands inflecting
19:00 Unit economics
22:18 Current trends
30:30 Automation trends (Chipotle Chippy)
39:20 Digital trends buildings moats and relationships
43: Emerging brands
46:20 Outro
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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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
InsideScoop #Inflation #Economy
This 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
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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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page #InsideScoop #Inflation #Economy
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
We 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 Placerai overview
Learn more about https://www.placer.ai/
Find Ethan https://twitter.com/ChernofskyEthan
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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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
InsideScoop #Podcast #Data #retail
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
We 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
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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 situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page #InsideScoop #Creator #wix #udemy
Brad 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 Courses: Web Design: Brad Hussey | https://www.udemy.com/user/bradhussey
Brad's Website | https://www.bradhussey.ca
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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 situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page #InsideScoop #Creator #wix #udemy
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Part 2: Trends
See Part 1: How he built Wag https://www.youtube.com/watch?v=GRBVQ...
Brendan Rogers came on the pod to talk about trends within the pet market, VC, and the on-demand market.
2amVC | https://www.2amvc.com/
Brendan LinkedIn | https://www.linkedin.com/in/brendanpr...
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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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
InsideScoop #trends #chewy
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
State 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 an app on mobile or desktop took a deep understanding of software languages. Today #Wix allows you to create stunning websites, #webflow, #Zapier allows automation between applications, and you can build a personalized CRM within #Monday.com.
No Code Ops: https://www.nocodeops.com/
Join SwitchBoard Beta: https://www.runswitchboard.com/
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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 situation. Past performance is not indicative of future performance.
“Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
How 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 now the co-founder of 2am VC. 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.linkedin.com/in/brendanpr...
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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 situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Our 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.
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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 situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
This 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.
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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 situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page #InsideScoop #Podcast #Earnings
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
This week we share our initial reaction to many companies that reported earnings. We review Apple, Meta, Google, Amazon, Etsy, ServiceNow, and Upwork.
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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 situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page #InsideScoop #Podcast #Earnings
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
This week in fundamentals we discussed the current state of earnings, the health of banks and consumers, snap's earnings, Netflix, and more.
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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 situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
Avory 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 or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed.
The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners 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 situation. Past performance is not indicative of future performance.
Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
Freight 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 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 situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
No-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/ _______
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 situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page #jesseshowalter #notion #ux #airtable
This 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.
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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 situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
This 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.
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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 situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
We 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.
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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 situation. Past performance is not indicative of future performance. “Likes” are not intended to be endorsements of our firm, our advisors or our services. Please be aware that while we monitor comments and “likes” left on this page, we do not endorse or necessarily share the same opinions expressed by site users. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm is strictly forbidden under current securities laws. Please honor our request to limit your posts to industry-related educational information and comments. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
Fundamental Fridays. Our weekly discussion on fundamental events that took place that week.
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. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
It 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 & 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. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
Fundamental Friday's. Our weekly discussion on fundamental events that took place that week.
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. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
If there's noise we want to listen. He sat down with the founder of Roundstone Solutions. A seller of Nutanix IT solutions.
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.
Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
Avory Chief Investment Officer interview on Public App. Discussing Snap and Zoom news. Recording Date: Pre Market on May 24th.
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. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
Key takeaways from Blocks Investor Day 2022.
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. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
It 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 & 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. Find more here https://www.avory.xyz/disclaimer-page
Sean 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 & 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. Find more here https://www.avory.xyz/disclaimer-page
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 & 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. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
The 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 & 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. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
We 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 & 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.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
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
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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 recommendation for the purchase or sale of any securities or other financial products and services discussed herein.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
We 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 & 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.
Please reach out to Houston Hess our head of Compliance and Operations for any further details.
Find more here https://www.avory.xyz/disclaimer-page
WHAT 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.
This month we are digging into all things commerce. Today it is about physical commerce. Placer AI is the leader in foot traffic data analytics. We were lucky to have Ethan Chernofsky from Placer share his views on how physical commerce has evolved through COVID and beyond.
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
This month we are digging into all things commerce. Today it is about flexible logistics with the Chief Technology Officer from Flexe. Dave spent 19 years helping build what Amazon is today. Flexe has customers such as Walmart, Ace hardware, Casper Mattress. We go into Flexe's core business, how logistics work today, robotics, Shopify, Instagram shop, 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 other financial products and services discussed herein.
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 sale of any securities or other financial products and services discussed herein. $AMZN Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
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 other financial products and services discussed herein.
Due 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 on Amazon and Walmart using data to drive product development, automate marketing, and manage product life cycles. Each successful product launch drives valuable insights to the company, providing cash flow, which drives additional product launches, which produces an annuity-like model.
OUR RESEARCH MISSION DISCOVERING VALUE IN A WORLD OF INNOVATIVE GROWTH. Notice how growth, innovative and value are all used in the same research mission statement. Since the start of Avory our research mission has been clear and dictates how we invest. Companies have two decisions to make... disrupt the incumbent or disrupt themselves. We believe that it is this research focus that isolates us from the legacy investment platforms.
Learn more about Avory Here: https://www.avory.xyz/ 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. Certain statements contained herein may be statements of future expectations, opinions, and other forward-looking statements that are based on Avory’s or Mohawks current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. By full disclosure, Avory is an investor in Mohawk Group ticker MWK. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
Matt Hertz, the co-founder of Second Marathon joined Inside Scoop for a fascinating conversation around marketplaces, direct consumer operations, and thoughts around Amazon. Our view is that selling online is not a one size fits all approach. Some brands will choose to sell through marketplaces, where the brand is less relevant, and reviews, ratings, and ranking help drive conversion. However, many brands will decide to sell directly through their own page and look to drive paid and organic traffic. The reality is many brands will look to sell across channels.
Second Marathon partners with emerging e-commerce brands to better solve supply chain challenges.
*** This is not a recommendation to buy or sell any securities.
The data layer is the key battleground over the next 3 to 5 years. Oracle is the dinosaur generating $40B in revenue, however, they continue to adapt to the environment. Here comes Snowflake with a talented team and a product that is loved by its users. Today we brought in Expedia's Head of Data Visualization David Pires, to get his personal view around the data layer and business intelligence tools such as Tableau. *** This is not a recommendation to buy or sell any securities.
The journey of IT infrastructure is complicated and in some cases difficult to communicate. However, best in breed solutions that are mission-critical tend to have a long life. Nutanix is 10 years old and has hit $1.6B in billings. We brought Tim Joyce, the founder of Roundstone Solutions to Inside Scoop to talk Nutanix and IT Infrastructure more broadly. Roundstone was just listed as an INC 5000 fastest growing company in the US with 600% growth over a 3 year period. This is not a recommendation to buy or sell any securities. Avory is an investor in Nutanix at the time of this recording.
The global online gambling market size was valued at $54 billion in 2019 and is expected to grow at a compound annual growth rate of 11.5% from 2020 to 2027. We brought Jason Trost, the founder and CEO of Smarkets to get his thoughts on the shift to digital betting. Smarkets is a global betting exchange with the UK being its core market. According to Jason, his company Smarkets is looking to disrupt the market through proprietary tech and lower pricing. *** This is not a recommendation to buy or sell any securities.
In 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.
Video game consumption continues to grow globally at a rapid pace as new use cases emerge. We wanted to dive into the category to discuss e-sports, geographic trends, future of gaming, and more. We brought Jeff Chau to Inside Scoop. He is founder of GameGether, worked for Apple; Team Liquid; Analyst Commentator for Tencent Games, Supercell, Red Bull Esports, and Super League Gaming; and has experience as a former Professional Player, Head Coach, Esports org Founder/Owner, Twitch Partnered Streamer, and Tournament & League Owner/Administrator.
Enjoy! GamegGether Jeff Chau Founder https://www.gamegether.com/ Twitter: https://twitter.com/SJeneris
Insurance spends roughly $200B a year on TECHNOLOGY. If insurance carriers are at risk, then IT spending budgets could be at risk also. This is why we brought Frank Florio from Kozyak Tropin & Throckmorton to Inside Scoop. We want to know the probability of businesses receiving claims and therefore the potential impact on carriers. Visit their website at https://kttlaw.com/ Contact us if you need any additional information: info@avoryco.com Disclaimer: The information provided on this podcast does not, and is not intended to, constitute legal advice.
The 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. Fabian is working on the iLabour Project at the OII studying the global dynamics of Online Labour Markets. Fabian holds a PhD and degrees in Economics and Social Sciences from different European institutions, including Universitá Bocconi Milan and University of Cambridge. iLabour Website: https://ilabour.oii.ox.ac.uk/online-labour-index Fabians Twitter: https://twitter.com/fabian_stephany
Technology can play a crucial role in health outcomes and is ripe for investment opportunities. Today I spoke with Nikhil Krishnan. He was the former senior analyst at CBInsights focused on digital health, biotechnology, and private market trends. We spoke about COVID-19 and how technology can help prevent and provide perspective to current and future health issues. We highlighted several companies and industries which could benefit longer-term as the current situation exposes critical vulnerabilities. ***This is not a recommendation for the purchase or sale of any companies mentioned.
Today 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.
Introduction 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.