What will the future look like? How do you build for a changing world? Inside Scoop is for you if you are a builder, investor, creator, or just want to expand your knowledge. The podcast is hosted by Managing Principal Sean D. Emory from Avory and Compa
The Inside Scoop podcast is an absolute gem in the world of podcasts. Since discovering it, I have been hooked and can't get enough of it. This show has quickly become my go-to for entertainment and information, and I highly recommend it to anyone looking for a captivating podcast experience.
One of the best aspects of The Inside Scoop podcast is the engaging and entertaining hosts. They have a natural chemistry that makes listening to them feel like you're part of their conversation. Their banter is witty, humorous, and keeps me coming back for more. Additionally, they have a knack for choosing interesting topics that always keep me engaged. Whether they are discussing current events or diving into deep conversations about life, their perspectives are thought-provoking and often enlightening.
Another great aspect of this podcast is the production quality. The sound is crisp and clear, which enhances the listening experience. The hosts put effort into creating a smooth flow throughout each episode, making it easy to follow along even with complex topics. Additionally, they incorporate music and sound effects that add depth to the storytelling aspect of the podcast.
While there are many positive aspects to The Inside Scoop podcast, there are a few areas where it could improve. Sometimes, the episodes can be a bit lengthy, which may not be ideal for those looking for quick snippets of information. However, if you have the time to commit to longer episodes, it's well worth it as they dive deep into their chosen subjects.
In conclusion, The Inside Scoop podcast is hands down one of my favorite podcasts out there. With its engaging hosts and fascinating topics, it provides hours of entertainment and enlightenment. While there may be some minor drawbacks in terms of episode length, the overall experience more than makes up for it. If you're in search of an addictive podcast that will keep you coming back for more, give The Inside Scoop a listen - you won't regret it!
In this episode of Inside Scoop Podcast, founder and Chief Investment Officer Sean Emory from Avory & Co. talks to Yuma Heymans, founder and CEO of O-mega AI, a pioneer in the field of autonomous business operations. They delve into O-mega AI's vision of fully automating company tasks such as software engineering, marketing, sales, and operations with minimal human intervention. Heymans explains the benefits, challenges, and future implications of implementing AI agents in business workflows. They also discuss the evolving role of humans in an AI-driven world, investment opportunities in the AI landscape, and how companies can prepare for a future where AI-human hybrid workforces become the norm. The conversation highlights the potential transformation AI could bring to various aspects of enterprise operations, making automation more accessible and efficient.00:00 Introduction to the Inside Scoop Podcast01:09 Meet Yuma Heymans: Founder and CEO of Omega AI01:48 The Vision of an Autonomous Business04:20 Challenges and Realities of AI Implementation06:48 The Role of Humans in an AI-Driven World10:16 Personal Challenges in Building an AI Business12:06 Departmental Automation: Software Engineering, Marketing, and Sales26:28 The Future of AI in Business and Investment39:01 Rapid Fire Questions and Bold Predictions44:32 Conclusion and Where to Find More InformationLearn 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 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 conversation, Freshta Farzam, founder and CEO of LYTE Aviation, discusses the future of EVTOLs (Electric Vehicle Takeoff and Landing) and the aviation industry. She highlights the need for innovation in air transportation, particularly through the use of hydrogen propulsion and the potential for autonomous flight. The discussion covers market opportunities, safety considerations, regulatory challenges, and the competitive landscape in the EVTOL space. Chapters 00:00 Introduction to LYTE Aviation and EVTOLs 03:02 The Current State of the Aviation Industry 05:49 Hydrogen Propulsion: A Game Changer 09:13 Market Opportunities and Business Cases 12:02 Safety and Regulatory Considerations 14:57 The Future of Autonomous Flight 18:12 Funding and Competition in the EVTOL Space 21:01 Regulatory Landscape and Future Outlook 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 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
Summary In this conversation, Jeremy Schwartz, the Global Chief Investment Officer at WisdomTree, discusses the evolution of ETFs with Sean Emory, Founder of Avory & Co. They discuss the impact of tokenization on asset management, and the future of digital wallets. Jeremy emphasizes the importance of adapting to macro trends and shares insights on investing in Japan and the significance of currency hedging. Schwartz also highlights the innovative strategies WisdomTree is implementing to stay ahead in the fintech landscape. Chapters 00:00 The Evolution of WisdomTree and ETFs 04:05 Tokenization and Its Impact on Asset Management 11:17 The Future of Digital Wallets and Consumer Finance 16:29 Navigating Macro Trends and Market Predictions 28:49 Investing in Japan and the Importance of Currency Hedging 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 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 Idea Day 2024 with Sean Emory and Mark Mahaney In this conversation, Mark Mahaney discusses the current state of the internet, highlighting positive macro trends and the impact of AI on business efficiency and product innovation. He emphasizes the importance of careful expense management among companies and shares insights from his book, 'Nothing but Net,' focusing on investment strategies for high-quality stocks. The discussion also touches on the future of decentralized internet and the potential of companies like Uber in the evolving market landscape. Chapters 00:00 Introduction to Avory Idea Day 2024 01:31 The Current State of the Internet 05:42 Macro Trends and Company Performance 12:44 The Role of AI in Business 20:19 Future of Decentralized Internet 22:40 Insights from 'Nothing but Net' 30:05 Investment Strategies and High-Quality Stocks 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 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 conversation, Founding Partner and Chief Investment Officer at Avory & Co. Sean Emory interviews Christopher Shasse, founder of Rocketman Tech, discussing the role of Jamf in managing Apple devices in enterprise environments. They explore Jamf's history, its relationship with Apple, and the competitive landscape, particularly focusing on Microsoft Intune as a significant competitor. The discussion also touches on Jamf's security solutions and the future direction of the company following the JNUC conference. Learn more about Rocketman Tech: https://www.rocketman.tech/Linkedin: https://www.linkedin.com/company/rocketman-tech/about/Youtube Video: Intune vs Jamf: https://www.youtube.com/watch?v=tEI52ho411A Chapters 00:00 Introduction to Jamf and Rocketman Tech 03:00 The Role of Jamf in Enterprise IT 05:52 Understanding Jamf Users and Administrators 09:13 Jamf's Relationship with Apple 12:02 Competitive Landscape: Jamf vs. Apple Business Essentials 14:55 Microsoft Intune: A Major Competitor 17:53 Jamf's Future and Expansion Strategies 21:14 Security Solutions and Opportunities for Growth 25:05 Post-Conference Reflections and Future Directions Keywords Jamf, Rocketman Tech, Apple, enterprise IT, Microsoft Intune, security solutions, technology conference, JNUC, IT management, MDM 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-pagee
ABOUT AVORY & CO. Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODE In this episode, Sean Emory, the Founder and Chief Investment Officer at Avory & Co. provides a postmortem Block's earnings report. Chapters 00:00 Square's Focus on Product and Profitable Growth 01:14 Exceeding Guidance and Share Buyback 03:11 Strong Performance in the Cash App Ecosystem 06:33 Expanding Partnerships and Streamlining the App 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-pagee Avory is an investor at the time of this recording.
ABOUT AVORY & CO. Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODE In this episode, Sean Emory, the Founder and Chief Investment Officer at Avory & Co. provides a postmortem Fiverr's earnings report. He discusses Fiverr earnings and possibility of why the 20% increase in stock price. They announced a plan for $300 million in cumulative cash flow over the next three years and highlighted the convergence of Gap and Non-Gap as their stock-based compensation plans start to lap. They also announced the acquisition of AutoDS, a leading software player for dropshippers. Avory is an investor is Fiverr at the time of this and this is not a recommendation. Chapters 00:00 Earnings and Future Outlook 01:23 Acquisition of AutoDS 03:46 Record EBITDA Margin and Revenue Growth 05:39 Attracting Higher-Value Buyers and Increasing Spend per Buyer 06:35 Take Rate and Revenue from Value-Added Services 09:29 Balance Sheet and Future Growth 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-pagee
ABOUT AVORY & CO. Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODE In this episode, Sean Emory provides a postmortem on Meta's earnings report. He discusses the revenue, profits, user engagement, and growth of Meta. He highlights the success of Meta's VR and AR experiences, particularly the demand for their Ray-Ban meta glasses. Sean also explores how AI is being embedded across Meta's platforms, including Facebook, Instagram, WhatsApp, and the Quest and AR platform. Chapters 00:00 Introduction 01:24 Meta's Financial Performance 02:22 Success of VR and AR Experiences 05:36 Embedding AI Across Platforms 08:00 CapEx and AI Development 13:45 Conclusion 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-pagee
Sean Emory, the founder and Chief Investment Officer at Avory & Co. breaks down Google's earnings report and highlights the strong performance of its cloud business, with revenue reaching $84 billion and operating margins expanding. Google Cloud surpassed $10 billion in a single quarter and generated $1 billion in operating profit. However, YouTube's revenue missed expectations, although it still experienced low double-digit growth. The report also emphasizes Google's focus on AI, with 1.2 million developers working on their platforms and the introduction of the Gemini model for generative search. The earnings call discussed the potential of AI to generate profits and revenue for Google, but it is still early in the journey. Overall, Google had a good quarter, showing growth and profitability. Chapters 00:00 Introduction and Overview 00:30 State of the Quarter: Strong Performance of Google's Cloud Business 02:25 State of the Quarter: YouTube's Revenue Misses Expectations 03:54 State of AI: Google's Focus on AI and the Gemini Model 05:51 State of AI: The Potential of AI for Google's Revenue 08:19 General Takeaway: Google's Overall Good Quarter 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-pagee
In this conversation, Sean Emory, founder and Chief Investment Officer at Avory & Co. discusses the potential of Tesla's full self-driving capabilities and its impact on the market. He explores the different approaches to autonomous vehicles, comparing Tesla's camera-based approach to Waymo's LiDAR-based approach. Sean also delves into the market potential of autonomous vehicles, considering the number of vehicles on the road and the cost of autonomous technology. He raises questions about Tesla's position in the market and the future of hybrid vehicles. Overall, Sean emphasizes the importance of full self-driving technology and its potential impact on Tesla's valuation. 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
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. ______ 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 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 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 $UPWK 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 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_lihp 00:01:18 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 $UPWK 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 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. ______ 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-pageKeywords 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," 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.ai Tullie 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-page Keywords , 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 ________ 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 _______ 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/ _______ 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. _______ 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! _______ 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/ _______ 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/ _______ 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/ _______ 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/ _______ 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/ _______ 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" _______ 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. 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 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 _______ 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 _______ 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 _______ 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 _______ 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 _______ 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... _____ 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/ _______ 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... _____ 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. _______ 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