Podcast Avory terbaik (2025)

1
Is Joby the Future of Transportation? 52:41

1d ago52:41

52:41

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Travis Brooks — operator, researcher, and the voice behind Let’s Talk Joby to break down the business model behind Joby Aviation and the broader eVTOL landscape. This is more than just flying cars it's an entire tech and infrastructure stack. From aircraft …

1
Is IREN for Real? A Deep Dive into the AI Infra Pivot 1:09:52

13d ago1:09:52

1:09:52

In this episode of Around the Desk, Sean Emory sits down with three investors who have been closely following IREN — the Bitcoin miner now pivoting toward high-performance computing (HPC). We dig into the key questions: • Can a miner really become an AI infrastructure player? • What’s happening on the ground with grid capacity, permitting, and cape…

1
Can AI Run a Business: The Path to the Autonomous Enterprise 45:50

5M ago45:50

45:50

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 w…

1
Disrupting Aviation Industry with Founder of Lyte Aviation 28:27

7M ago28:27

28:27

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 mark…

1
Transforming Asset Management via Tokenization w/ Jeremy Schwartz 32:53

7M ago32:53

32:53

SummaryIn 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 i…

1
Uber, Amazon with Mark Mahaney and Sean Emory 32:54

7M ago32:54

32:54

Avory Idea Day 2024 with Sean Emory and Mark MahaneyIn 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, 'Noth…

1
$2B Jamf is "Gold Standard" via Partner Rocketman Tech 32:39

9M ago32:39

32:39

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 Mi…

1
Post Mortem: Block's $3B Buyback and Beat and Raise 9:14

12M ago9:14

9:14

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 EPISODEIn this episode, Sean Emory, the Founder and Chief Investment Officer at Avory & Co. provides a postmortem Block'…

1
Post Mortem: Fiverr's Rallies 20%, Acquisition and $300m Target 11:38

12M ago11:38

11:38

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 EPISODEIn this episode, Sean Emory, the Founder and Chief Investment Officer at Avory & Co. provides a postmortem Fiverr…

1
Post Mortem: Meta's Earnings and Ai Ambitions 13:40

12M ago13:40

13:40

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 EPISODEIn this episode, Sean Emory provides a postmortem on Meta's earnings report. He discusses the revenue, profits, …

1
Post Mortem: Is Alphabet Winning Ai War? 9:37

12M ago9:37

9:37

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…

1
Post Mortem: Tesla's Earnings and Self Driving Ambitions 15:30

12M ago15:30

15:30

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 p…

1
Post Mortem: Fiverr Upmarket and Ai Leading to Earnings Results 14:41

1y ago14:41

14:41

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, wh…

1
Post Mortem: : Dutch Bros vs. Starbucks: Contrasting Earnings Results 12:08

1y ago12:08

12:08

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 …

1
Earnings this Week: Apple, Block, The FED, Zillow... 18:37

1y ago18:37

18:37

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…

1
Earnings Are Back -> Tesla, Cloud Wars, Meta Ads 14:33

1y ago14:33

14:33

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 …

1
Post Mortem: Blocks Profit Earnings Guidance Shines 13:11

1+ y ago13:11

13:11

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 expa…

1
Zoom Primer: The Investment Case 28:21

1+ y ago28:21

28:21

Investment Primer on ZoomFrom management to product, to growth profile, we dig into the investment case for Zoom. ______Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are prop…

1
The Evolution of Fiverr: Insights from an Insider: From $8 to $500,000 38:37

1+ y ago38:37

38:37

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…

1
From Harvard to Fighting Russian Bots to Personalized AI: A Journey with Soren Larson 35:46

1+ y ago35:46

35:46

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 Hy…

1
The Battle Within Tech: Key Takeaways from Meta, Google, and Amazon 12:49

1+ y ago12:49

12:49

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 consume…

1
From Facebook AI to Shaped: Tullie Murrell's Journey to Personalized Ai 31:37

1+ y ago31:37

31:37

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 whethe…

1
Episode: No Code Opportunity with Founder Philip Lakin and Sean Emory 30:52

2y ago30:52

30:52

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 skill…

1
Previewing Amazon and Apple Earnings on Closing Bell on Public 10:08

2y ago10:08

10:08

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 …

1
CHAT ETF: Opportunties in Generative AI: Avory + Roundhill 27:01

2y ago27:01

27:01

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 …

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1
Avory - Markets and Investing

Avory & Co.

1
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1
Is Joby the Future of Transportation? 52:41

1
Is IREN for Real? A Deep Dive into the AI Infra Pivot 1:09:52

1
Can AI Run a Business: The Path to the Autonomous Enterprise 45:50

1
Disrupting Aviation Industry with Founder of Lyte Aviation 28:27

1
Transforming Asset Management via Tokenization w/ Jeremy Schwartz 32:53

1
Uber, Amazon with Mark Mahaney and Sean Emory 32:54

1
$2B Jamf is "Gold Standard" via Partner Rocketman Tech 32:39

1
Post Mortem: Block's $3B Buyback and Beat and Raise 9:14

1
Post Mortem: Fiverr's Rallies 20%, Acquisition and $300m Target 11:38

1
Post Mortem: Meta's Earnings and Ai Ambitions 13:40

1
Post Mortem: Is Alphabet Winning Ai War? 9:37

1
Post Mortem: Tesla's Earnings and Self Driving Ambitions 15:30

1
Post Mortem: Fiverr Upmarket and Ai Leading to Earnings Results 14:41

1
Post Mortem: : Dutch Bros vs. Starbucks: Contrasting Earnings Results 12:08

1
Earnings this Week: Apple, Block, The FED, Zillow... 18:37

1
Earnings Are Back -> Tesla, Cloud Wars, Meta Ads 14:33

1
Post Mortem: Blocks Profit Earnings Guidance Shines 13:11

1
Zoom Primer: The Investment Case 28:21

1
The Evolution of Fiverr: Insights from an Insider: From $8 to $500,000 38:37

1
From Harvard to Fighting Russian Bots to Personalized AI: A Journey with Soren Larson 35:46

1
The Battle Within Tech: Key Takeaways from Meta, Google, and Amazon 12:49

1
From Facebook AI to Shaped: Tullie Murrell's Journey to Personalized Ai 31:37

1
Episode: No Code Opportunity with Founder Philip Lakin and Sean Emory 30:52

1
Previewing Amazon and Apple Earnings on Closing Bell on Public 10:08

1
CHAT ETF: Opportunties in Generative AI: Avory + Roundhill 27:01

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