Avory - Markets and Investing

The data layer is the key battleground over the next 3 to 5 years. Oracle is the dinosaur generating $40B in revenue, however, they continue to adapt to the environment. Here comes Snowflake with a talented team and a product that is loved by its users. Today we brought in Expedia's Head of Data Visualization David Pires, to get his personal view around the data layer and business intelligence too...

The journey of IT infrastructure is complicated and in some cases difficult to communicate. However, best in breed solutions that are mission-critical tend to have a long life. Nutanix is 10 years old and has hit $1.6B in billings. We brought Tim Joyce, the founder of Roundstone Solutions to Inside Scoop to talk Nutanix and IT Infrastructure more broadly. Roundstone was just listed as an INC 5000...

The global online gambling market size was valued at $54 billion in 2019 and is expected to grow at a compound annual growth rate of 11.5% from 2020 to 2027. We brought Jason Trost, the founder and CEO of Smarkets to get his thoughts on the shift to digital betting. Smarkets is a global betting exchange with the UK being its core market. According to Jason, his company Smarkets is looking to disru...

In this episode of Inside Scoop we went solo into Facebook Shops and the potential impact it may have on the company more broadly. We also touched on recent payments and gaming announcements. *This is not a recommendation of purchase or sale of any security mentioned. 

Video game consumption continues to grow globally at a rapid pace as new use cases emerge. We wanted to dive into the category to discuss e-sports, geographic trends, future of gaming, and more. We brought Jeff Chau to Inside Scoop. He is founder of GameGether, worked for Apple; Team Liquid; Analyst Commentator for Tencent Games, Supercell, Red Bull Esports, and Super League Gaming; and has experi...

Insurance spends roughly $200B a year on TECHNOLOGY. If insurance carriers are at risk, then IT spending budgets could be at risk also. This is why we brought Frank Florio from Kozyak Tropin & Throckmorton to Inside Scoop. We want to know the probability of businesses receiving claims and therefore the potential impact on carriers.  Visit their website at https://kttlaw.com/ Contact us if you...

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. Fabian is working on the iLabour Project at the OII studying the globa...

Technology can play a crucial role in health outcomes and is ripe for investment opportunities. Today I spoke with Nikhil Krishnan. He was the former senior analyst at CBInsights focused on digital health, biotechnology, and private market trends. We spoke about COVID-19 and how technology can help prevent and provide perspective to current and future health issues. We highlighted several companie...

Today Max Friedrich from Ark Invest and I had a great conversation about Square following their business update. We planned 20 minutes of conversation but ended up going for 50 minutes. Enjoy the conversation! ***This is not a recommendation for the purchase or sale of any companies or securities mentioned. Both Avory & Company and Ark invest are investors in Square. Avory also invests in PayP...

Introduction to Inside Scoop with Sean Emory. My goal is to bring you closer to the investments, company management teams, and simply articulate what we are thinking.  Think of this as our oral notebook.