Inside Scoop
97 episodes - English - Latest episode: 2 months ago -Stay on top of the latest investment trends. The podcast is hosted by Managing Principal Sean D. Emory from Avory and Company. An investment firm focused on where the world is headed.
**Nothing discussed is a recommendation
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Episodes
Post Mortem: Fiverr Upmarket and Ai Leading to Earnings Results
May 10, 2024 17:03 - 14 minutes - 13.6 MBSummary 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 buy...
Post Mortem: : Dutch Bros vs. Starbucks: Contrasting Earnings Results
May 10, 2024 16:41 - 12 minutes - 11.2 MBSummary 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 ...
Earnings this Week: Apple, Block, The FED, Zillow...
May 03, 2024 17:20 - 18 minutes - 17.2 MBThis 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...
Earnings Are Back -> Tesla, Cloud Wars, Meta Ads
April 26, 2024 18:56 - 14 minutes - 13.5 MBThis 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 Te...
Earning Review: Blocks Profit Guidance Shines
February 23, 2024 20:59 - 13 minutes - 12.2 MBIn 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 Borro...
Post Mortem: Blocks Profit Earnings Guidance Shines
February 23, 2024 20:59 - 13 minutes - 12.2 MBIn 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 Borro...
Zoom Primer: The Investment Case
February 07, 2024 23:11 - 28 minutes - 64.9 MBInvestment Primer on Zoom From management to product, to growth profile, we dig into the investment case for Zoom. ______ Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of p...
The Evolution of Fiverr: Insights from an Insider: From $8 to $500,000
December 15, 2023 18:49 - 38 minutes - 35.3 MBIn 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 wo...
From Harvard to Fighting Russian Bots to Personalized AI: A Journey with Soren Larson
December 01, 2023 16:45 - 35 minutes - 32.7 MBThe 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 ...
The Battle Within Tech: Key Takeaways from Meta, Google, and Amazon
October 31, 2023 17:01 - 12 minutes - 29.3 MBIn 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 insigh...
From Facebook AI to Shaped: Tullie Murrell's Journey to Personalized Ai
October 19, 2023 23:20 - 31 minutes - 28.9 MBIn 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 disc...
Episode: No Code Opportunity with Founder Philip Lakin and Sean Emory
August 29, 2023 09:30 - 30 minutes - 28.3 MBAvory 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. Dis...
Previewing Amazon and Apple Earnings on Closing Bell on Public
August 03, 2023 15:37 - 10 minutes - 9.26 MBDisclaimer 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 view...
CHAT ETF: Opportunties in Generative AI: Avory + Roundhill
June 15, 2023 15:34 - 27 minutes - 61.8 MBWe 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 ...
Apple Vision Pro and What it Means for Meta and Industry
June 06, 2023 13:05 - 12 minutes - 28.2 MBApple 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 capi...
Meta Quest 3 Breakdown and Expectation for Apple Headset
June 02, 2023 19:06 - 12 minutes - 11.9 MBInside 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 in...
Amazing AI Discussion with Leading AI Platform Simplified Co-Founder Ajay Yadav
May 29, 2023 20:16 - 29 minutes - 68.6 MBIn 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, whe...
How to Think About AI with Konfer Founder (ex Service Now Head of Engineering AI)
May 18, 2023 16:03 - 30 minutes - 69.4 MBWelcome 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 Investmen...
State of Direct to Consumer DTC with Investor Ben Cogan
May 10, 2023 09:07 - 27 minutes - 63.6 MBWelcome 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 join...
Valuable Generative Ai With Chief Technology Officer Kognitos, ex Nutanix CTO
April 04, 2023 07:36 - 29 minutes - 27 MBWelcome 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 diff...
Inside Industry | Freight Industry Breakdown with Freightos CMO
March 28, 2023 10:19 - 30 minutes - 69.4 MBWelcome 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 technolo...
What to think of the Macro? SVB Scare? Open Discussion With Seth Golden
March 16, 2023 21:04 - 40 minutes - 36.6 MBThis 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....
"The tech rebound is going to be very sharp" - Anurag Rana from Bloomberg Intelligence
March 06, 2023 10:25 - 27 minutes - 24.9 MBTechnology 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 in...
How we are thinking about AI, Automation, Creator Economy, and Computing...
March 05, 2023 22:08 - 11 minutes - 10.6 MBSharing 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 const...
Why Architecture is Better in VR and the Metaverse with Numena Founder Andreea Ion Cojocaru.
January 20, 2023 14:22 - 18 minutes - 17.4 MBWhat is the Metaverse? That isn't the question we want to answer. What problems are being solved? That is a question worth answering. We sat down with Andreea Ion Cojocaru. https://www.numena.de/ Learn more about Avory https://www.avory.xyz/ _______ Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licen...
5 Questions From You | E52
January 06, 2023 22:05 - 14 minutes - 13.8 MBWe took 5 questions from all of our channels and answered them here. _______ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by ...
Instant Reaction: What Apps and Companies Led Christmas
December 26, 2022 17:42 - 11 minutes - 10.3 MBWhat did the app store rankings tell us about winners and losers post-Christmas! _______ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be r...
QuHarrison Breaks Down the Metaverse Handbook
December 09, 2022 13:30 - 32 minutes - 29.6 MBWhat is the Metaverse? That isn't the question we want to answer. What problems are being solved? That is a question worth answering. Understanding the future by understanding the problems being solved. Speaking with Amal Dorai, the partner at leading venture firm Anorak Ventures. Learn more about Avory https://www.avory.xyz/ _______ Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clien...
Metaverse is closer than you think. VR Fund GP Tipatat
November 29, 2022 10:06 - 22 minutes - 20.4 MBInvesting 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/ ____...
How VictoryXR is Disrupting Education in the Metaverse (WHOA!)
November 25, 2022 14:46 - 18 minutes - 16.8 MBEducation can be cheaper, more productive, and more immersive. VictoryXR is utilizing technology to expand the educational landscape. What is the Metaverse? That isn't the question we want to answer. What problems are being solved? That is a question worth answering. Understanding the future by understanding the problems being solved. Speaking with Amal Dorai, the partner at leading venture firm Anorak Ventures. Learn more about Avory https://www.avory.xyz/ _______ Disclaimer Avory &...
Investment Opportunities in the Metaverse with Amal Dorai from Anorak Ventures
November 17, 2022 10:45 - 23 minutes - 22 MBWhat is the Metaverse? That isn't the question we want to answer. What problems are being solved? That is a question worth answering. Understanding the future by understanding the problems being solved. Speaking with Amal Dorai, the partner at leading venture firm Anorak Ventures. Learn more about Avory https://www.avory.xyz/ _______ Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clien...
Introduction to the Metaverse (Super Series)
November 15, 2022 12:28 - 4 hours - 235 MBWhat 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 Bei...
Breaking Down Music Industry w/ Napster CEO | E45
November 07, 2022 20:27 - 32 minutes - 26 MBNapster CEO Jon Vlassopulos joined us to break down the music industry going forward while also sharing what is new at Napster. This is a must listen! 0:00 Opening 1:00 Napster 1.0 and 2.0 3:30 Problems being solved today 7:00 Industry dynamics (web3, consumption, podcasts...) 14:20 Evolving business models (blockchain, formats, platforms) 20:20 Community big part of future 22:40 Gaming and Music 25:52 Views on "metaverse" _______ Disclaimer: Avory & Co. is a Registered Investmen...
Breaking Down the Restaraunt Industry with Bloomberg's Best
September 30, 2022 16:39 - 49 minutes - 45.1 MBWe brought on Michael Halen the senior restaurant analyst at Bloomberg. Our goal was to have a discussion about the restaurant industry to gauge trends in the space. 1. How to breakdown the industry 2. Trends in the space 3. How inflation is creating demand for automation 4. Emerging brands. 5. More This is a must listen! Michaels Podcast: Choppin it up Michael Halen Twitter: https://mobile.twitter.com/mikehalen 0:00 Opening 2:25 Michael Halen's background 3:45 Intro to the res...
What is the FED Going to Do? Deflation Scare? Open Discussion With Seth Golden | E43
September 28, 2022 20:35 - 1 hour - 44.8 MBThis 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 ____...
Recovery in Foot Traffic? + Other Major Trends with Placerai | E42
September 21, 2022 08:40 - 24 minutes - 16.8 MBWe 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 +...
0 to $1B With Nutanix Founder Dheeraj Pandey
September 14, 2022 09:15 - 36 minutes - 33.1 MBWe were lucky to have Dheeraj Pandey join Inside Scoop to discuss his origin story, his views on the technology landscape, his new venture in DevRev, and everything he does in philanthropy. Dheeraj is the founder of Nutanix where he helped build it from $0 to $1B in 8 years. He remains the single largest investor at Nutanix and continues to balance family, philanthropic efforts, and building. DevRev: www.devrev.ai _______ Disclaimer: Avory & Co. is a Registered Investment Ad...
Understanding the Creator Economy w/ Brad Hussey | E40
September 09, 2022 17:40 - 37 minutes - 25.5 MBBrad 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 U...
Trends in Pet Market, On-Demand, VC with Wag Founder Brendan Rogers | Part 2 | E39
August 30, 2022 08:46 - 20 minutes - 14.4 MBPart 2: Trends Brendan Rogers came on Inside Scoop to discuss how he went from 0 to Wag. Brendan is the co-founder of Wag and is now a former employee. He left Wag in 2019 and eventually co-founded 2am VC. Brendan is no longer involved at Wag. 2amVC | https://www.2amvc.com/ Brendan LinkedIn | https://www.linkedin.com/in/brendanpr... _____ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to ...
State of No Code with No Code Ops Founder | E38
August 26, 2022 08:26 - 34 minutes - 23.4 MBState 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 ...
Building a company with Wag Co-Founder Brendan Rogers | E37
August 21, 2022 16:00 - 36 minutes - 25 MBHow he started a business from 0 to 100. Brendan Rogers came on Inside Scoop to discuss how he went from 0 to Wag. Brendan is the co-founder of Wag and is now a former employee. He left Wag in 2019 and eventually co-founded 2am VC. Brendan is no longer involved at Wag. We dove into how he thinks about product market fit, funding, scaling, and the nuances of building a business. This is a great listen if you are an investor or founder. 2amVC | https://www.2amvc.com/ Brendan LinkedIn ...
Building a company with Wag Co-Founder Brendan Rogers
August 21, 2022 16:00 - 36 minutes - 34.2 MBHow 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... _____ Disclaimer: Avory & Co. is a Registe...
Duolingo CFO Conversation
August 09, 2022 08:35 - 23 minutes - 21.9 MBOur conversation with Duolingo CFO at Avory Idea Day 2022. This was recorded back in February 2022, however, it was not added to our podcast. We wanted to make it available as we bring more incredible guests in the coming months. _______ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exemp...
Duolingo CFO Conversation | E36
August 09, 2022 08:35 - 23 minutes - 13.2 MBOur conversation with Duolingo CFO at Avory Idea Day 2022. This was recorded back in February 2022, however, it was not added to our podcast. We wanted to make it available as we bring more incredible guests in the coming months. _______ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exemp...
This Week in Fundamentals: Square's Power, Zillow and Opendoor Partnership | E35
August 05, 2022 21:34 - 19 minutes - 11.3 MBThis week we dug into the health of Square's earnings. There was big news in prop tech with Opendoor and Zillow announcing a big partnership. ______ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involve...
This Week in Fundamentals: Currency, Comps, Cloud, Core | E34
July 29, 2022 19:49 - 23 minutes - 13.4 MBThis week we share our initial reaction to many companies that reported earnings. We review Apple, Meta, Google, Amazon, Etsy, ServiceNow, and Upwork. ______ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing...
This Week in Fundamentals: Netflix $17.9B, Snap Credibility, Banks, Earnings | E33
July 22, 2022 19:53 - 21 minutes - 12.5 MBThis week in fundamentals we discussed the current state of earnings, the health of banks and consumers, snap's earnings, Netflix, and more. ______ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves ri...
Finding Opportunities, Macro, Emotions on Mega-Brands Podcast | E32
July 20, 2022 14:33 - 54 minutes - 31.2 MBAvory 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 informat...
What's happening in Freight with Freightos | E31
July 14, 2022 17:26 - 23 minutes - 16.1 MBFreight 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 & C...
Jesse Showalter Creator Economy Landscape | E30
July 01, 2022 15:14 - 30 minutes - 17.6 MBNo-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...