Avory - Markets and Investing

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...

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 Fi...

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 t...

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 prese...

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...

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...

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...

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....

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...

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...

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....

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 F...

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...

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.twit...

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:...

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...

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.  ...

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...

Part 2: Trends Brendan Rogers came on Inside Scoop to discuss how he went from 0 to Wag. Brendan is the co-founder of Wag and is now a former employee. He left Wag in 2019 and eventually co-founded 2am VC. Brendan is no longer involved at Wag. 2amVC | https://www.2amvc.com/ Brendan LinkedIn | https://www.linkedin.com/in/brendanpr... _____ Disclaimer: Avory & Co. is a Registered Investment Advi...

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...

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 is now a former employee. He left Wag in 2019 and eventually co-founded 2am VC. Brendan is no longer involved at Wag. We dove into how he thinks about product market fit, funding, scaling, and the nuances of building a business.  This is a great l...

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 clien...

This week we dug into the health of Square's earnings. There was big news in prop tech with Opendoor and Zillow announcing a big partnership.    ______   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 li...

This week we share our initial reaction to many companies that reported earnings. We review Apple, Meta, Google, Amazon, Etsy, ServiceNow, and Upwork.   ______   Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are pro...

This week in fundamentals we discussed the current state of earnings, the health of banks and consumers, snap's earnings, Netflix, and more. ______   Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licens...