Sean Emory from Avory and Co.
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SummaryFiverr 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 positi
SummaryDutch 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 experien
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
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 o
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
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. Advis
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
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 personaliza
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 eco
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
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
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 licens
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.
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
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
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 le
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,
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
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
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 dow
This is a must-listen around inflation data + consumer health + economy + valuation. Recorded 3.16.2023We took our offline conversation with Seth Golden to the forefront. We had a back-and-forth discussion around inflation data, both CPI/PCE i
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/avorycoSubscribe Here: https://www.youtube.com/channel/UCoH5..
Sharing our major investment themes, how we got to them, and data that supports the growth algorithm.More on Avory: https://linktr.ee/avorycoSubscribe Here: https://www.youtube.com/channel/UCoH5...Sean's Twitter: https://twitter.com/_SeanDa
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/__
We 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 prosp
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