Avory - Markets and Investing

Avory Chief Investment Officer interview on Mega-Brands Podcast. Go check out their channel discussing macro, micro and emotions. Recording Date: July 25th Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not...

Freight has been one of those legacy industries ripe for disruption. With elevated freight prices, the demand for efficiencies is rising. We brought on Freightos to talk about trends within freight.  More on Freightos:  https://www.freightos.com/logistics-research/ Guest: Judah Levine  _______    Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informatio...

No-code and landscape. Jesse Showalter has over 250,000 subscribers on YouTube given his expertise in content creation, design, and experience. He has worked with Apple, Nike, Adobe, Bravo, and more. We brought him on to provide us a clear understanding of the landscape of creator tools, along with the health of the freelance ecosystem. He touched on Wix, Webflow, UX/UI, Canva, Notion, Zapier, Wor...

This week we went all-in on Amazon's big event reMARS 2022. The event focuses on machine learning, automation, robotics, and space. We also touch on Meta's announcement of creator incentives and tools. GM's Cruise announced paid rides, and Zendesk was acquired FINALLY. _______   Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advi...

This week we dug into the data that led to the Coinbase layoff. We also discuss the Adobe and Oracle earnings, which signal strength in digital. We share our strategic take regarding Redfin's hiring freeze vs Zillow and OpenDoor. Lastly, our quick take on Snap Plus Beta.     _______   Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes...

We hosted expert Luke Hurd, Meta Spark AR Official Instructor, to discuss the state of virtual and augmented reality. Breaking down the success of Meta, Snap, Magic Leap 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...

Fundamental Fridays. Our weekly discussion on fundamental events that took place that week. Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject...

It is June, and at Avory we cover all the things that happened in May. This month we cover Block / Square's/Wix investor days. Duolingo has Duolingo Math beta.   Meta Conversation Event happened and we broke down some product announcements.       Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements a...

Fundamental Fridays. Our weekly discussion on fundamental events that took place that week. Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject...

If there's noise we want to listen. He sat down with the founder of Roundstone Solutions. A seller of Nutanix IT solutions.  Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any st...

Avory Chief Investment Officer interview on Public App. Discussing Snap and Zoom news. Recording Date: Pre Market on May 24th.   Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. An...

Key takeaways from Blocks Investor Day 2022.   Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice. The information pre...

It is May, and at Avory we cover all the things that happened in April. This month we cover Block / Square's RiteAid announcement, Zillow's ShowingTime integration into brokerage websites, Wix integration with LegalZoom, and Meta's new store coming soon.  Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All sta...

Sean Emory breaks down Meta earnings. Also, what is he looking at with Amazon and Apple Earnings on deck. Lastly, views on economic growth and using a long-term mindset to push past the noise. Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information consi...

Avory & Company Co-Founder and Chief Investment Officer sat down with Motley Fool to go over their high conviction process, research framework, investment philosophy, company thesis, and more!   Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their own. All statements and opinions expressed are based upon information...

The internet has blurred the lines between the online and offline workforce. At Avory we calculate that there is roughly $700B in paid workers that could move some or all of their work to online platforms. We brought Fabian Stephany from the Oxford Internet Institute "OII" at the University of Oxford to discuss this revolution.  iLabour Website: https://ilabour.oii.ox.ac.uk/online-labour-index Fab...

We continue to focus on the shape of mobility trends. We had a great conversation with the founder of Tortoise. Tortoise automated repositioning transforms last-mile delivery & shared micromobility operations. Check out their site here https://www.tortoise.dev/  Disclaimer: Avory & Co. is a registered investment adviser and the opinions expressed by Avory & Co. on this show are their o...

WHAT ARE THEY UP TO | AVORY | MAY 2021   We share our thoughts on inflation. How we connect time horizon to inflation expectations. We continue to believe that technological changes are creating structural deflation. We also discuss companies like Facebook, Google, Wish, Omnicell, Electronic Arts, Aterian. More on Avory: https://linktr.ee/avoryco Subscribe Here: https://www.youtube.com/channel/UCo...

We continue to focus on the shape of mobility trends and the gig economy. With that we had the pleasure of bringing on Chris Gerace, a TheRideShareGuy.com contributor to share his insights into current trends within rideshare, grocery delivery, food delivery, autonomous vehicle threat,and more gig work. We mentioned Uber and Lyft, along with food delivery like Eats, Instacart, and DoorDash.    Che...

This month we are digging into all things commerce. Today it is about physical commerce. Placer AI is the leader in foot traffic data analytics. We were lucky to have Ethan Chernofsky from Placer share his views on how physical commerce has evolved through COVID and beyond. Disclaimer: Avory & Company, LLC statements are not an endorsement of any company or a recommendation to buy, sell or hol...

This month we are digging into all things commerce. Today it is about flexible logistics with the Chief Technology Officer from Flexe. Dave spent 19 years helping build what Amazon is today. Flexe has customers such as Walmart, Ace hardware, Casper Mattress. We go into Flexe's core business, how logistics work today, robotics, Shopify, Instagram shop, and more. Disclaimer: Avory & Company, LLC...

This month we are digging into all things commerce. Today it is about marketplaces. For Amazon specifically, it's about the acquisition landscape of Amazon sellers. Jake Barnett has been on the acquisition side for two aggregators prior to pivoting to the sell-side.     Disclaimer: Avory & Company, LLC statements are not an endorsement of any company or a recommendation to buy, sell or hold an...

WHAT ARE THEY UP TO | AVORY | JANUARY 2021  We share our thoughts on big tech earnings. How cloud and commerce are shaping up as public vendors compete. Companies mentioned are PayPal, Apple, Google, Microsoft, Facebook, Amazon, Poshmark, MyTheresa, Capri, Tapestry, Square, and more! Disclaimer: Avory & Company, LLC statements are not an endorsement of any company or a recommendation to buy, s...

Due Diligence w/ CEO Yaniv Sarig: How Aterian (formerly Mohawk) is Disrupting CPG (CEO Interview) Ticker: ATER In this interview, we go deep into the business model of the Mohawk Group.  The company is a leading tech-enabled consumer products platform built on marketplaces such as Amazon and Walmart. Using home grown technology, they are able to discover and automate research planning for product...

Matt Hertz, the co-founder of Second Marathon joined Inside Scoop for a fascinating conversation around marketplaces, direct consumer operations, and thoughts around Amazon. Our view is that selling online is not a one size fits all approach. Some brands will choose to sell through marketplaces, where the brand is less relevant, and reviews, ratings, and ranking help drive conversion. However, man...