<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0" xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd"><channel><title><![CDATA[Around the Desk.]]></title><description><![CDATA[Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming. 

We break down earnings, macro trends, and investor sentiment, all from the lens of a concentrated, high-conviction portfolio.

**Nothing discussed is a recommendation <br/><br/><a href="https://investingwithdata.substack.com?utm_medium=podcast">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/podcast</link><generator>Substack</generator><lastBuildDate>Thu, 02 Jul 2026 03:28:07 GMT</lastBuildDate><atom:link href="https://api.substack.com/feed/podcast/256176.rss" rel="self" type="application/rss+xml"/><author><![CDATA[Sean D. Emory]]></author><copyright><![CDATA[Sean D. Emory]]></copyright><language><![CDATA[en]]></language><webMaster><![CDATA[avorydatanewsletter@substack.com]]></webMaster><itunes:new-feed-url>https://api.substack.com/feed/podcast/256176.rss</itunes:new-feed-url><itunes:author>Sean D. Emory</itunes:author><itunes:subtitle>The week in markets, told through the charts that actually matter. From Sean Emory, CIO of Avory &amp; Co.
</itunes:subtitle><itunes:type>episodic</itunes:type><itunes:owner><itunes:name>Sean D. Emory</itunes:name><itunes:email>avorydatanewsletter@substack.com</itunes:email></itunes:owner><itunes:explicit>No</itunes:explicit><itunes:category text="Business"><itunes:category text="Investing"/></itunes:category><itunes:category text="Business"><itunes:category text="Entrepreneurship"/></itunes:category><itunes:image href="https://substackcdn.com/feed/podcast/256176/fcbdc990a207b2e43f3a4ec659202812.jpg"/><item><title><![CDATA[5 Questions From You | E52]]></title><description><![CDATA[<p>We took 5 questions from all of our channels and answered them here. </p><br/><p>_______</p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; Co. unless a client service agreement is in place.</p><br/><p>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.</p><br/><p>“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.</p><br/><p>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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details.</p><br/><p>Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a></p><br/><p>#InsideScoop #Data </p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/5-questions-from-you-e52-6db</link><guid isPermaLink="false">9f116fd7-99bc-43b9-9b06-7f935cf37367</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 06 Jan 2023 22:05:57 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107824/83105f2d1fb676cf9a4dbe940f6e15fd.mp3" length="14280136" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>892</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107824/fd3f52e68505c1ac7572ea6a9d6664ee.jpg"/></item><item><title><![CDATA[Instant Reaction: What Apps and Companies Led Christmas]]></title><description><![CDATA[<p>What did the app store rankings tell us about winners and losers post-Christmas!</p><br/><p>_______</p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; Co. unless a client service agreement is in place.</p><br/><p>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.</p><br/><p>“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. </p><br/><p>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.</p><br/><p><br/></p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. </p><br/><p>Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a></p><br/><p>#InsideScoop #Data #metaquest2 </p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/instant-reaction-what-apps-and-companies-ef8</link><guid isPermaLink="false">0342f132-d68f-4e2c-a722-ac19ce5a365d</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Mon, 26 Dec 2022 17:42:34 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107825/4af01b892639084c947047107645cc96.mp3" length="10651414" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>666</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107825/61d70cedd482d2ea1d98114968d2bad3.jpg"/></item><item><title><![CDATA[QuHarrison Breaks Down the Metaverse Handbook]]></title><description><![CDATA[<p>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. </p><br/><p>Learn more about Avory <a href="https://www.avory.xyz/" class="linkified" target="_blank">https://www.avory.xyz/</a></p><br/><p><br/></p><br/><p>_______</p><br/><p><br/></p><br/><p>Disclaimer </p><br/><p><br/></p><br/><p>Avory &amp; 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 &amp; 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 &amp; Co. unless a client service agreement is in place.</p><br/><p>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.</p><br/><p>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. </p><br/><p><br/></p><br/><p>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.</p><br/><p><br/></p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. </p><br/><p>Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a></p><br/><p>#InsideScoop #Podcast #Metaverse #VR</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/quharrison-breaks-down-the-metaverse-8ff</link><guid isPermaLink="false">700bb059-52ee-46c5-98c6-9b7b2ce71e1f</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 09 Dec 2022 13:30:53 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107826/0ac22fc5bc14d011fef52727c9360f00.mp3" length="23260513" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1938</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107826/baa15b79921472cc989c48b40d959477.jpg"/></item><item><title><![CDATA[Metaverse is closer than you think. VR Fund GP Tipatat]]></title><description><![CDATA[<p>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.</p><br/><p>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. </p><br/><p>Learn more about Avory <a href="https://www.avory.xyz/" class="linkified" target="_blank">https://www.avory.xyz/</a></p><br/><p>_______</p><br/><p><br/></p><br/><p>Disclaimer </p><br/><p>Avory &amp; 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 &amp; 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 &amp; Co. unless a client service agreement is in place.</p><br/><p>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.</p><br/><p>“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. </p><br/><p>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.</p><br/><p><br/></p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. </p><br/><p>Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a></p><br/><p>#InsideScoop #Podcast #Metaverse #VR</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/metaverse-is-closer-than-you-think-9c9</link><guid isPermaLink="false">baba7ba3-de08-4547-b98c-2f25ffcdca75</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Tue, 29 Nov 2022 10:06:02 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107827/162ce581864d0adba78be590b8133dd1.mp3" length="21131741" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1321</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107827/227c1bcc35b59292d213f2751eff46b0.jpg"/></item><item><title><![CDATA[How VictoryXR is Disrupting Education in the Metaverse (WHOA!)]]></title><description><![CDATA[<p>Education can be cheaper, more productive, and more immersive. VictoryXR is utilizing technology to expand the educational landscape. </p><br/><p>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. </p><br/><p>Learn more about Avory <a href="https://www.avory.xyz/" class="linkified" target="_blank">https://www.avory.xyz/</a></p><br/><p>_______</p><br/><p>Disclaimer </p><br/><p>Avory &amp; 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 &amp; 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 &amp; Co. unless a client service agreement is in place.</p><br/><p>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.</p><br/><p>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. </p><br/><p>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.</p><br/><p><br/></p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. </p><br/><p>Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a></p><br/><p>#InsideScoop #Podcast #Metaverse #VR</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/how-victoryxr-is-disrupting-education-dc1</link><guid isPermaLink="false">9cfe2c6e-b321-46b1-b23a-0fac91dafa4a</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 25 Nov 2022 14:46:10 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107828/0b56df72b3cf5154d981f5670bf74969.mp3" length="17459134" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1091</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107828/0d6a44ad4d7b6663532029c8da6a2a05.jpg"/></item><item><title><![CDATA[Investment Opportunities in the Metaverse with Amal Dorai from Anorak Ventures]]></title><description><![CDATA[<p>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. </p><br/><p>Learn more about Avory <a href="https://www.avory.xyz/" class="linkified" target="_blank">https://www.avory.xyz/</a></p><br/><p>_______</p><br/><p>Disclaimer </p><br/><p>Avory &amp; 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 &amp; 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 &amp; Co. unless a client service agreement is in place.</p><br/><p>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.</p><br/><p>“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. </p><br/><p>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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. </p><br/><p>Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a></p><br/><p>#InsideScoop #Podcast #Metaverse #VR</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/investment-opportunities-in-the-metaverse-ec4</link><guid isPermaLink="false">9084ea9e-d803-4eb6-8eab-aff2bacb6b77</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Thu, 17 Nov 2022 10:45:06 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107829/72a07bece965cd20ac112d6699ba7b66.mp3" length="22772231" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1423</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107829/72a0956ad53044b76ff4f327cead041e.jpg"/></item><item><title><![CDATA[Introduction to the Metaverse (Super Series)]]></title><description><![CDATA[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.<br/>Segments:<br/>0:00 Guest Intros<br/>2:04 Opening Keynote<br/>9:05 Amal Durai @ Anorak Ventures | Investment Opportunities<br/>32:50 QuHarrison Terry | Metaverse Handbook<br/>1:05:28 Designing Buildings in Metaverse w/  @Arkio  <br/>1:24:57 VR Fund Tipatat Discussing Metaverse Investment Landscape<br/>1:46:50 Lori Mazor on How Creativity is Being Unlocked via the Metaverse<br/>2:07:30  @TechRadar  Content Director Jeremy Kpaln Shares View Metaverse Views<br/>2:29:30 Edu Transformation in the Metaverse with  @VictoryXR  Founder Steve Grubbs<br/>2:48:14 State of Metaverse w/   @FReality - VR Podcast  Host  @Zimtok5  <br/>3:04:01 Using VR to Unlock Productivity w/  @Noda  Founder Brian Eppert<br/>3:22:30 Metaverse Impact on Edu, Tourism, Culture w/ @Arome Ibrahim<br/>3:37:25 How Marketing in Metaverse is Changing the Landscape w/ ChatBot Founder<br/>3:53:17 Why Architecture is Better in VR and Metaverse w/ Andreaa Founder @NUMEA<br/>Learn more about Avory <a href="https://www.avory.xyz/" class="linkified" target="_blank">https://www.avory.xyz/</a><br/><br/>_______<br/><br/>Disclaimer <br/>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.<br/>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.<br/>“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. <br/>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.<br/>Please reach out to Houston Hess our head of Compliance and Operations for any further details. <br/>Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a><br/>#InsideScoop #Podcast #Metaverse #VR <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/introduction-to-the-metaverse-super-032</link><guid isPermaLink="false">ab7274e2-1f8a-4163-90bd-671d844c700e</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Tue, 15 Nov 2022 12:28:29 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107830/ce89e31b57fd743be3d22ae8f98df93f.mp3" length="122049240" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>15256</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107830/8561289569a6567c1dd2c81d65e1f203.jpg"/></item><item><title><![CDATA[Breaking Down Music Industry w/ Napster CEO | E45]]></title><description><![CDATA[<p>Napster CEO Jon Vlassopulos joined us to break down the music industry going forward while also sharing what is new at Napster. </p><br/><p>This is a must listen!</p><br/><p>0:00 Opening</p><br/><p>1:00 Napster 1.0 and 2.0</p><br/><p>3:30 Problems being solved today</p><br/><p>7:00 Industry dynamics (web3, consumption, podcasts...)</p><br/><p>14:20 Evolving business models (blockchain, formats, platforms)</p><br/><p>20:20 Community big part of future</p><br/><p>22:40 Gaming and Music</p><br/><p>25:52 Views on "metaverse"</p><br/><p>_______</p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; Co. unless a client service agreement is in place.</p><br/><p>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.</p><br/><p>“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. </p><br/><p>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.</p><br/><p><br/></p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. </p><br/><p><br/></p><br/><p>Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a></p><br/><p>#InsideScoop #Music #streaming</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/breaking-down-music-industry-w-napster-42c</link><guid isPermaLink="false">59a26cb9-0831-417b-b8ae-e7483185a0ad</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Mon, 07 Nov 2022 20:27:46 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107831/d5ce1f6f8b597d2c7ea53db16abab821.mp3" length="23741345" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1978</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107831/d2cc4f69ce2638b08458db68fa29cd88.jpg"/></item><item><title><![CDATA[Breaking Down the Restaraunt Industry with Bloomberg's Best]]></title><description><![CDATA[<p>We brought on Michael Halen the senior restaurant analyst at Bloomberg. </p><br/><p><br/></p><br/><p>Our goal was to have a discussion about the restaurant industry to gauge trends in the space. </p><br/><p><br/></p><br/><p>1. How to breakdown the industry</p><br/><p>2. Trends in the space</p><br/><p>3. How inflation is creating demand for automation</p><br/><p>4. Emerging brands.</p><br/><p>5. More</p><br/><p><br/></p><br/><p>This is a must listen!</p><br/><p><br/></p><br/><p>Michaels Podcast: Choppin it up</p><br/><p>Michael Halen Twitter: <a href="https://mobile.twitter.com/mikehalen" class="linkified" target="_blank">https://mobile.twitter.com/mikehalen</a></p><br/><p><br/></p><br/><p>0:00 Opening</p><br/><p>2:25 Michael Halen's background</p><br/><p>3:45 Intro to the restaurant industry</p><br/><p>8:20 Margins by segment</p><br/><p>13:00 Brand value and digital</p><br/><p>15:50 Bloomin Brands inflecting</p><br/><p>19:00 Unit economics</p><br/><p>22:18 Current trends</p><br/><p>30:30 Automation trends (Chipotle Chippy)</p><br/><p>39:20 Digital trends buildings moats and relationships</p><br/><p>43: Emerging brands</p><br/><p>46:20 Outro</p><br/><p><br/></p><br/><p>_______</p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; Co. unless a client service agreement is in place.</p><br/><p>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.</p><br/><p>“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. </p><br/><p>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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. </p><br/><p>Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a></p><br/><p><br/></p><br/><p>#InsideScoop #Inflation #Economy</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/breaking-down-the-restaraunt-industry-c0b</link><guid isPermaLink="false">75acbcd9-622a-4fe1-ac60-b71ce1bf06b2</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 30 Sep 2022 16:39:47 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107832/5dd52fc513d40d3b7c28c6aa351e4337.mp3" length="35446322" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>2954</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107832/5ba8d60658790ba92baf813048fdb94f.jpg"/></item><item><title><![CDATA[What is the FED Going to Do? Deflation Scare? Open Discussion With Seth Golden | E43]]></title><description><![CDATA[<p>This is a must listen around inflation data + consumer health + economy + valuation  </p><br/><p>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. </p><br/><p>We also further discussed our recent twitter posts around valuation and economic readings. </p><br/><p><br/></p><br/><p>This is a must listen. </p><br/><p>More on Finom Group: <a href="https://www.finomgroup.com/about-us/seth-golden/" class="linkified" target="_blank">https://www.finomgroup.com/about-us/seth-golden/</a></p><br/><p>Seth's Twitter: <a href="https://twitter.com/SethCL" class="linkified" target="_blank">https://twitter.com/SethCL</a></p><br/><p><br/></p><br/><p>_______</p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; 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.</p><br/><p><br/></p><br/><p>“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. </p><br/><p>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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. </p><br/><p><br/></p><br/><p>Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a> #InsideScoop #Inflation #Economy</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/what-is-the-fed-going-to-do-deflation-a3b</link><guid isPermaLink="false">930ffff9-fc16-4343-8c63-da69cc0f8fc8</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Wed, 28 Sep 2022 20:35:03 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107833/533394d07fef27049aa524c965298f61.mp3" length="47332817" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>3944</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107833/c0249551732bf9557702a3cf3d87c371.jpg"/></item><item><title><![CDATA[Recovery in Foot Traffic? + Other Major Trends with Placerai | E42]]></title><description><![CDATA[<p>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. </p><br/><p><br/></p><br/><p>Segments: </p><br/><p>0:00​ Opening </p><br/><p>1:40 Major trends in foot traffic today...</p><br/><p>5:04 Brick and mortar advertising</p><br/><p>09:50 Mr.Beast / Influencer influencing physical location traffic</p><br/><p>16:00 Co-tenants (Target + Wholefoods)</p><br/><p>17:15 View on Kohls</p><br/><p>19:40 Off-price retail</p><br/><p>21:50 Fitness category (Lifetime Fitness &amp; Planet)</p><br/><p>24:00 Placerai overview</p><br/><p><br/></p><br/><p>Learn more about <a href="https://www.placer.ai/" class="linkified" target="_blank">https://www.placer.ai/</a></p><br/><p>Find Ethan <a href="https://twitter.com/ChernofskyEthan" class="linkified" target="_blank">https://twitter.com/ChernofskyEthan</a></p><br/><p><br/></p><br/><p><br/></p><br/><p>_______</p><br/><p><br/></p><br/><p>Disclaimer </p><br/><p><br/></p><br/><p>Avory &amp; 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 &amp; 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 &amp; Co. unless a client service agreement is in place.</p><br/><p><br/></p><br/><p>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.</p><br/><p><br/></p><br/><p>“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. </p><br/><p><br/></p><br/><p>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.</p><br/><p><br/></p><br/><p><br/></p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. </p><br/><p><br/></p><br/><p><br/></p><br/><p>Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a></p><br/><p><br/></p><br/><p>#InsideScoop #Podcast #Data #retail</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/recovery-in-foot-traffic-other-major-631</link><guid isPermaLink="false">e5d3c828-a83f-482e-8154-84514738ceaa</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Wed, 21 Sep 2022 08:40:14 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107834/dbe7963aa4f688622cbb081b593724d5.mp3" length="23932091" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1496</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107834/f1cd67de9d0fe3b08b30f6b840c40c41.jpg"/></item><item><title><![CDATA[0 to $1B With Nutanix Founder Dheeraj Pandey]]></title><description><![CDATA[<p>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.   </p><br/><p><br/></p><br/><p>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.     </p><br/><p><br/></p><br/><p>DevRev: www.<a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbEJWaFVZM1FaRTNsLUlOSGtoNk1xRXZKdjIyQXxBQ3Jtc0trLW1nT2lfSTlwLVpQOVhjbHlCYU53cnd3SmNKWWhRWnMyeFhISWJObG5hMm0wMmNSODEySnBqZV9yWkZFNG5hd1hiY2tfTHVjVGpKODRCTVJjT21wVE9TYUNLRXlTLXJsVFF5cVpRd1JQVTE1SFJycw&amp;q=https%3A%2F%2Fdevrev.ai%2F&amp;v=T0QLCLoy8D8" rel="nofollow" target="_blank">devrev.ai</a> </p><br/><p><br/></p><br/><p>_______  </p><br/><p><br/></p><br/><p>Disclaimer: </p><br/><p><br/></p><br/><p>Avory &amp; 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 &amp; 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 &amp; 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.   </p><br/><p><br/></p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details.    </p><br/><p><br/></p><br/><p>Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a> #InsideScoop #Creator #wix #udemy</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/0-to-1b-with-nutanix-founder-dheeraj-569</link><guid isPermaLink="false">51d26992-7d48-4223-9105-502e32dea094</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Wed, 14 Sep 2022 09:15:00 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107835/6fb59c98aa03bfbf0077c9f6a093d108.mp3" length="26046006" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>2170</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107835/7ada63fc729f76e2d986359ab341a29f.jpg"/></item><item><title><![CDATA[Understanding the Creator Economy w/ Brad Hussey | E40]]></title><description><![CDATA[<p>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. </p><br/><p><br/></p><br/><p><strong>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.</strong></p><br/><p><br/></p><br/><p>Learning about EditorX via Brad Creative X: <a href="https://www.youtube.com/c/CreativeXcrew" class="linkified" target="_blank">https://www.youtube.com/c/CreativeXcrew</a></p><br/><p>Udemy Courses: Web Design: Brad Hussey  | <a href="https://www.udemy.com/user/bradhussey" class="linkified" target="_blank">https://www.udemy.com/user/bradhussey</a></p><br/><p>Brad's Website | <a href="https://www.bradhussey.ca" class="linkified" target="_blank">https://www.bradhussey.ca</a></p><br/><p><br/></p><br/><p>_______  </p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; 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.    </p><br/><p><br/></p><br/><p>Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a>  #InsideScoop #Creator #wix #udemy</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/understanding-the-creator-economy-aaf</link><guid isPermaLink="false">0147225b-273c-4a79-b6c7-1b80e6ebf4b5</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 09 Sep 2022 17:40:07 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107836/7d2e238006a2531f25d8c8b2fbb69784.mp3" length="27071820" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>2256</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107836/ab5a02ffc48a702355bc7f4b397f582e.jpg"/></item><item><title><![CDATA[Trends in Pet Market, On-Demand, VC with Wag Founder Brendan Rogers | Part 2 | E39]]></title><description><![CDATA[<p>Part 2: Trends</p><br/><p>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.</p><br/><p><br/></p><br/><p>2amVC | <a href="https://www.2amvc.com/" class="linkified" target="_blank">https://www.2amvc.com/</a></p><br/><p>Brendan LinkedIn | <a href="https://www.linkedin.com/in/brendanpr" class="linkified" target="_blank">https://www.linkedin.com/in/brendanpr</a>...</p><br/><p><br/></p><br/><p>_____</p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; 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.</p><br/><p>“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. </p><br/><p>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.</p><br/><p><br/></p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. </p><br/><p><br/></p><br/><p>Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a></p><br/><p><br/></p><br/><p>#InsideScoop #trends #chewy</p><br/><p><br/></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/trends-in-pet-market-on-demand-vc-944</link><guid isPermaLink="false">3f65ac9a-1473-45a5-9d73-c52b5d4822f2</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Tue, 30 Aug 2022 08:46:25 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107837/73782ce7c4b39826e3b842debbb70175.mp3" length="20566563" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1285</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107837/35cff1b911a16129e496fc9f1e203593.jpg"/></item><item><title><![CDATA[State of No Code with No Code Ops Founder | E38]]></title><description><![CDATA[<p>State of No Code</p><br/><p><br/></p><br/><p>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.</p><br/><p><br/></p><br/><p>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 #<a href="http://monday.com" class="linkified" target="_blank">Monday.com</a>. </p><br/><p><br/></p><br/><p>No Code Ops: <a href="https://www.nocodeops.com/" class="linkified" target="_blank">https://www.nocodeops.com/</a></p><br/><p>Join SwitchBoard Beta: <a href="https://www.runswitchboard.com/" class="linkified" target="_blank">https://www.runswitchboard.com/</a> </p><br/><p><br/></p><br/><p>_______</p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; Co. unless a client service agreement is in place.</p><br/><p><br/></p><br/><p>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.</p><br/><p><br/></p><br/><p>“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. </p><br/><p><br/></p><br/><p>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.</p><br/><p><br/></p><br/><p><br/></p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. </p><br/><p><br/></p><br/><p><br/></p><br/><p>Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/state-of-no-code-with-no-code-ops-97a</link><guid isPermaLink="false">4f590823-2801-474f-924d-4954a41f3536</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 26 Aug 2022 08:26:15 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107838/250501be113888dfdee401a4fce2469a.mp3" length="24916714" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>2076</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107838/92b901178cc24d49ac3a0c47143a89ce.jpg"/></item><item><title><![CDATA[Building a company with Wag Co-Founder Brendan Rogers | E37]]></title><description><![CDATA[<p>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.</p><br/><p><br/></p><br/><p>We dove into how he thinks about product market fit, funding, scaling, and the nuances of building a business. </p><br/><p>This is a great listen if you are an investor or founder.   </p><br/><p>2amVC | <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbkZhelJpMW1kY0Z6LVRVY1BBLUt1Sk8tNk4tZ3xBQ3Jtc0ttLWYyTlI3SjkxejFBYTRmb3ZodDRGelFBS3pzalpWcURwTFNPRG11SHNTdWlqcGpjWmt1Q2hVXy1LeWU5akxxSjJ0RmdlXzVUVEptNzd6MTVHUjE4NWRQeVVoMDdhSzJ3RW1kaWk5YTEwcDBNOWxFdw&amp;q=https%3A%2F%2Fwww.2amvc.com%2F&amp;v=GRBVQ0ltlUs" rel="nofollow" target="_blank">https://www.2amvc.com/</a></p><br/><p>Brendan LinkedIn | <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbmlqR1lQNXRZS0pLMmtEaE9IYlNQYi1xUUtIUXxBQ3Jtc0tudjVoQ1ZVd1VnLThyWTY3dVlOcGViOE55OWZGWEl2dUV5RjZIT3NyZ2FYNXNXS08wcVlCQmlYZllnREl2T25CT0IyZGdjSi1sSFFHUkJ3ckNkV2VnMkRjVVdOb2lZcjM0RVl5c2NSMlFraTRHaWJrOA&amp;q=https%3A%2F%2Fwww.linkedin.com%2Fin%2Fbrendanprogers%2F&amp;v=GRBVQ0ltlUs" rel="nofollow" target="_blank">https://www.linkedin.com/in/brendanpr...</a></p><br/><p><br/></p><br/><p><em>_____</em> </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; 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.   </p><br/><p><br/></p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details.    </p><br/><p><br/></p><br/><p>Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbVNWWVVSZ3BzTTRkWnpFc3BmQ215X2dJNTNyZ3xBQ3Jtc0trRy1BV0ozMjhaM2tiMUdndk1pTHd5UExoRzd3WVNGNzA4THhEYUFObHlsdzR2aHZvRjNZS2cyRmdYRmJsSk5UaXJwX3BsTXc0RzF5Q09zUDRJVzVYVjFFQmhMM3V5SzNEN0ppTURvcVZ5S3FTS3JBNA&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=GRBVQ0ltlUs" rel="nofollow" target="_blank">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/building-a-company-with-wag-co-founder-33f</link><guid isPermaLink="false">1bc00ab3-e958-46bc-9d4f-7f34ba8ae408</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Sun, 21 Aug 2022 16:00:45 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107839/bae0a9086c55185735100e546772c8d1.mp3" length="26608871" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>2217</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107839/2446c4b5385a85391ffc57d558a9e1e8.jpg"/></item><item><title><![CDATA[Duolingo CFO Conversation | E36]]></title><description><![CDATA[<p>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. </p><br/><p><br/></p><br/><p>_______  </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; 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.   </p><br/><p><br/></p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details.    </p><br/><p><br/></p><br/><p>Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbFpCblZuNTI4ZmpWQUx4UUJadnBOY2gzeDhBQXxBQ3Jtc0ttYk5QXzRJQWNOTlB4dmlwYnZlUTNkbjJ2ZlJ4NDB4V193MU85OGVpcGR5dkRTUHE1TF9BenRvbGVic2stWll5Sk8zbXRqVVFQV2ZOWlAxdkNndWE2WTVkMGFraHV6MVpMSmVGaHJ4Y2JxYzhPVHhzaw&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=1aZNsdlgzVY" rel="nofollow" target="_blank">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/duolingo-cfo-conversation-e36-c1d</link><guid isPermaLink="false">4c6cfbee-68d1-493c-a238-55a2c301e4a8</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Tue, 09 Aug 2022 08:35:08 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107840/604a06766ac2d81a14c536175ff3eb7f.mp3" length="22716252" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1420</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107840/4ff736e77232a99ea28a44a440e414f7.jpg"/></item><item><title><![CDATA[This Week in Fundamentals: Square's Power, Zillow and Opendoor Partnership | E35]]></title><description><![CDATA[<p>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.   </p><br/><p><br/></p><br/><p>______  </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; 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 <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a> #InsideScoop #Podcast #Earnings</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/this-week-in-fundamentals-squares-081</link><guid isPermaLink="false">edc64fa4-011c-4dd5-aff9-c3b7cdd68105</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 05 Aug 2022 21:34:21 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107841/45badd43d9f9153f56cf71817cefa8a2.mp3" length="19504245" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1219</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107841/0b894d489b982273270cb049dd1acc01.jpg"/></item><item><title><![CDATA[This Week in Fundamentals: Currency, Comps, Cloud, Core | E34]]></title><description><![CDATA[<p>This week we share our initial reaction to many companies that reported earnings. We review Apple, Meta, Google, Amazon, Etsy, ServiceNow, and Upwork.  </p><br/><p><br/></p><br/><p>______  </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; 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.   </p><br/><p><br/></p><br/><p>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.   </p><br/><p><br/></p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details.    Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a> #InsideScoop #Podcast #Earnings</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/this-week-in-fundamentals-currency-298</link><guid isPermaLink="false">7ee64544-a47f-4d3e-b961-e5b8a4293e35</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 29 Jul 2022 19:49:36 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107842/de85d68e0d2dad448b1cf0adbbae1366.mp3" length="22888071" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1430</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107842/fed25cc069f65a69649ad15b54412dc6.jpg"/></item><item><title><![CDATA[This Week in Fundamentals: Netflix $17.9B, Snap Credibility, Banks, Earnings | E33]]></title><description><![CDATA[<p>This week in fundamentals we discussed the current state of earnings, the health of banks and consumers, snap's earnings, Netflix, and more.</p><br/><p><br/></p><br/><p>______  </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; 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.   </p><br/><p><br/></p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details.    Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbjNBckpQc2tvUVhxbjNtdGhWcW1hd3Z3SXNuQXxBQ3Jtc0tsM3FUeG1tWXJMNXJad1FTdnVsalpCRk53c3h0b29tMnRZaW10TGwtUktMNVlPWEV5TmlJRFFteEgtYWlLV2dDWHVUSXZ3ZC1jazVrdlI0U1RTcU9ac0xiQU5tZzgwcVFsbjFZS1lVMW1yR2tMdk9wNA&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=IqCBr-CH7NE" rel="nofollow" target="_blank">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/this-week-in-fundamentals-netflix-39f</link><guid isPermaLink="false">00fa3e62-f76f-4663-b79c-7fade5bb9c88</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 22 Jul 2022 19:53:56 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107843/92cc33fe259d2b0528e213334f9fbfd7.mp3" length="21474017" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1342</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107843/1d2bea65739880aaacd6367eedb6a31d.jpg"/></item><item><title><![CDATA[Finding Opportunities, Macro, Emotions on Mega-Brands Podcast | E32]]></title><description><![CDATA[<p>Avory Chief Investment Officer interview on Mega-Brands Podcast. Go check out their channel discussing macro, micro and emotions. Recording Date: July 25th</p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; Co. is a registered investment adviser and the opinions expressed by Avory &amp; 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.</p><br/><p><br/></p><br/><p>The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.</p><br/><p><br/></p><br/><p>The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners 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.</p><br/><p><br/></p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/finding-opportunities-macro-emotions-ace</link><guid isPermaLink="false">e0e28b43-517f-4481-9357-a11cae49a257</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Wed, 20 Jul 2022 14:33:40 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107844/b4aef6a645c80cef4b3a0aa185803a3b.mp3" length="39682133" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>3307</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107844/ce8da48c7e1884182f2f629e4077fff7.jpg"/></item><item><title><![CDATA[What's happening in Freight with Freightos | E31]]></title><description><![CDATA[<p>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. </p><br/><p><br/></p><br/><p>More on Freightos:  <a href="https://www.freightos.com/logistics-research/" class="linkified" target="_blank">https://www.freightos.com/logistics-research/</a> Guest: Judah Levine  _______   </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; 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 <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/whats-happening-in-freight-with-freightos-e33</link><guid isPermaLink="false">a782a371-fe51-411e-b822-6a0080ed88d3</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Thu, 14 Jul 2022 17:26:56 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107845/d696141b93fcf3b5c37d3267f3096731.mp3" length="22958343" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1435</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107845/a6e4a673f00e0197e5b9f0642a2e6787.jpg"/></item><item><title><![CDATA[Jesse Showalter Creator Economy Landscape | E30]]></title><description><![CDATA[<p>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, WordPress, Airtable and more. Enjoy.</p><br/><p><br/></p><br/><p>More on Jesse:  </p><br/><p><br/></p><br/><p>Jesse Showalter YouTube <a href="https://www.youtube.com/c/JesseShowalter" class="linkified" target="_blank">https://www.youtube.com/c/JesseShowalter</a></p><br/><p>His website: <a href="https://www.jesseshowalter.com/" class="linkified" target="_blank">https://www.jesseshowalter.com/</a> _______  </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; 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 <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a> #jesseshowalter #notion #ux #airtable</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/jesse-showalter-creator-economy-landscape-fb2</link><guid isPermaLink="false">0d8565c1-dbcc-4b6a-8173-3ebdb15d389a</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 01 Jul 2022 15:14:38 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107846/181a156e18ed0f2b5212967afc1e7f0d.mp3" length="22570601" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1881</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107846/2336922e58556232f4153cc55f7f1d41.jpg"/></item><item><title><![CDATA[Amazon Betting Big at reMARS, Meta Creators, Driverless Taxi, Zendesk Acquired | E29]]></title><description><![CDATA[<p>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.</p><br/><p><br/></p><br/><p>_______  </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; 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 <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/amazon-betting-big-at-remars-meta-e63</link><guid isPermaLink="false">ce9c4691-4ccc-448a-aef7-6d11161a6721</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Sat, 25 Jun 2022 17:08:39 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107847/f4ba69a6892aadf136e0854fffbf2368.mp3" length="20088230" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1255</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107847/d87bac2d322fbe173d22ab49374fbff3.jpg"/></item><item><title><![CDATA[This Week in Fundamentals: Coinbase Data = Layoff, Tech Earnings, Snap Plus Beta | E28]]></title><description><![CDATA[<p>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.    </p><br/><p><br/></p><br/><p>_______  </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; 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 <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbmVoMTJvME1PTUFhdFJnSWxEM2RsektwTlFTZ3xBQ3Jtc0trbVBOY1JNV08tTGFHUDllVlJTUm5EUWtYM09BNkhWNDNGVkxvYmxPMjloVU9QQ25HUEJGd3BBdWc4cDluN0xYdHJmMEo2eTFaUkZZbEFmdGxIbURmbm5Da193OHRmbUNSaU1fMDhHVzkybEVjN0cyOA&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=nkrVB8lI1cY" rel="nofollow" target="_blank">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/this-week-in-fundamentals-coinbase-524</link><guid isPermaLink="false">0ae4aba1-5032-4761-96db-313177c4fea5</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Sat, 18 Jun 2022 17:00:10 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107848/acfadc70b6650d69e99808bb9932cd1e.mp3" length="10958621" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>913</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107848/219ac2db47dc639928ea272e657c831c.jpg"/></item><item><title><![CDATA[Expert Luke Hurd Breaks Down VR/AR Landscape w/ Avory | E27]]></title><description><![CDATA[<p>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.</p><br/><p>_______  </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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 &amp; 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 &amp; 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 <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a></p><br/><p><br/></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/expert-luke-hurd-breaks-down-vrar-e37</link><guid isPermaLink="false">695e1555-8bdd-4918-a3ae-fd4be95a3665</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 10 Jun 2022 15:32:55 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107849/9666e5ab930cc7f7fe6918fa4577fb35.mp3" length="25919364" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1620</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107849/c63cf3d19dd29992b8a1ef940d98bd4e.jpg"/></item><item><title><![CDATA[What did Salesforce, UiPath, and HPE Tell Us? | E26]]></title><description><![CDATA[<p>Fundamental Fridays. Our weekly discussion on fundamental events that took place that week.</p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; Co. is a registered investment adviser and the opinions expressed by Avory &amp; 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.</p><br/><p>The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.</p><br/><p>The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners 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.  </p><br/><p><br/></p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbTNJajh4NVhCcTRCRjNxVGd1NFVhMWN5aVp4Z3xBQ3Jtc0tuQXNYZWRXaVF3bGJCU25DS2dNY2p1R3lxTjF5ZE9adGtZYjdpQUI4NDZkMlVjSm5YRTM1a1hDbmZ2clJOOWh3amRsaHFndTF2VW1CQVpvZTU3TXZMQl9peEhXaGRCdEVlU0xFdVcyMG9QYUh0RWFaTQ&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=qW23_4czF1o" rel="nofollow" target="_blank">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/what-did-salesforce-uipath-and-hpe-de4</link><guid isPermaLink="false">acf9493d-5f7f-45fc-8ed8-6cd4afa2fc39</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 03 Jun 2022 19:44:49 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107850/741a327e230ed3d94c4e1a5fa12b69c2.mp3" length="13830471" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>864</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107850/62029112be81c45a1570e99d9932bb97.jpg"/></item><item><title><![CDATA[Duolingo Math, Block, Meta Conversations, Inflation on Monthly Bulletin | E25]]></title><description><![CDATA[<p>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.      </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; Co. is a registered investment adviser and the opinions expressed by Avory &amp; 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.</p><br/><p>The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.</p><br/><p>The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners 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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbTNJajh4NVhCcTRCRjNxVGd1NFVhMWN5aVp4Z3xBQ3Jtc0tuQXNYZWRXaVF3bGJCU25DS2dNY2p1R3lxTjF5ZE9adGtZYjdpQUI4NDZkMlVjSm5YRTM1a1hDbmZ2clJOOWh3amRsaHFndTF2VW1CQVpvZTU3TXZMQl9peEhXaGRCdEVlU0xFdVcyMG9QYUh0RWFaTQ&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=qW23_4czF1o">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/duolingo-math-block-meta-conversations-beb</link><guid isPermaLink="false">33d41770-1ee6-4088-bdca-cdce82a824b0</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Wed, 01 Jun 2022 16:37:23 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107851/452a8749ca4d0530f2364bab08c97a2b.mp3" length="12668717" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>792</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107851/e4eff7050d7607bbc0f1a87354b72dc2.jpg"/></item><item><title><![CDATA[Snap Debacle, Zoom SAAS, and Retail Haves and Have Not | E24]]></title><description><![CDATA[<p>Fundamental Fridays. Our weekly discussion on fundamental events that took place that week.</p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; Co. is a registered investment adviser and the opinions expressed by Avory &amp; 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.</p><br/><p>The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.</p><br/><p>The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners 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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbTNJajh4NVhCcTRCRjNxVGd1NFVhMWN5aVp4Z3xBQ3Jtc0tuQXNYZWRXaVF3bGJCU25DS2dNY2p1R3lxTjF5ZE9adGtZYjdpQUI4NDZkMlVjSm5YRTM1a1hDbmZ2clJOOWh3amRsaHFndTF2VW1CQVpvZTU3TXZMQl9peEhXaGRCdEVlU0xFdVcyMG9QYUh0RWFaTQ&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=qW23_4czF1o">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/snap-debacle-zoom-saas-and-retail-a5f</link><guid isPermaLink="false">d3d10aee-b9b7-4266-8bc0-a6db82e66d60</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 27 May 2022 17:10:53 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107852/0ff11126fcb023609d2f7c9276bfadb8.mp3" length="16146794" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1009</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107852/f4e13a9f85737ac6f6ecd3e7d0ac29e2.jpg"/></item><item><title><![CDATA[Nutanix Sales Partner Conversation | E23]]></title><description><![CDATA[<p>If there's noise we want to listen. He sat down with the founder of Roundstone Solutions. A seller of Nutanix IT solutions. </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; Co. is a registered investment adviser and the opinions expressed by Avory &amp; 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.</p><br/><p>The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.</p><br/><p>The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners 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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbTNJajh4NVhCcTRCRjNxVGd1NFVhMWN5aVp4Z3xBQ3Jtc0tuQXNYZWRXaVF3bGJCU25DS2dNY2p1R3lxTjF5ZE9adGtZYjdpQUI4NDZkMlVjSm5YRTM1a1hDbmZ2clJOOWh3amRsaHFndTF2VW1CQVpvZTU3TXZMQl9peEhXaGRCdEVlU0xFdVcyMG9QYUh0RWFaTQ&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=qW23_4czF1o">https://www.avory.xyz/disclaimer-page</a></p><br/><p><br/></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/nutanix-sales-partner-conversation-c99</link><guid isPermaLink="false">eb7a70c2-124b-49df-ab6b-e414940b0f6f</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Thu, 26 May 2022 16:12:23 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107853/562e20df60921d0b58eb189433b1d87b.mp3" length="18477778" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1155</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107853/242665cc22e58a1890c4f3c00ed9e2b6.jpg"/></item><item><title><![CDATA[News | Public App Interview on Snap Debacle and Zoom Success | 22]]></title><description><![CDATA[<p>Avory Chief Investment Officer interview on Public App. Discussing Snap and Zoom news. Recording Date: Pre Market on May 24th.  </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; Co. is a registered investment adviser and the opinions expressed by Avory &amp; 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.</p><br/><p>The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.</p><br/><p>The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners 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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbTNJajh4NVhCcTRCRjNxVGd1NFVhMWN5aVp4Z3xBQ3Jtc0tuQXNYZWRXaVF3bGJCU25DS2dNY2p1R3lxTjF5ZE9adGtZYjdpQUI4NDZkMlVjSm5YRTM1a1hDbmZ2clJOOWh3amRsaHFndTF2VW1CQVpvZTU3TXZMQl9peEhXaGRCdEVlU0xFdVcyMG9QYUh0RWFaTQ&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=qW23_4czF1o">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/news-public-app-interview-on-snap-cec</link><guid isPermaLink="false">4c714d01-97ba-4463-88b5-161444be863b</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Wed, 25 May 2022 14:48:05 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107854/332f8b47f8d7f75d7c18ef7116ae16e6.mp3" length="9516029" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>476</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107854/b1d4585d7117b65c97615d7e18d79c23.jpg"/></item><item><title><![CDATA[Block Investor Day Key Takeaways | E21]]></title><description><![CDATA[<p>Key takeaways from Blocks Investor Day 2022.  </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; Co. is a registered investment adviser and the opinions expressed by Avory &amp; 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.</p><br/><p>The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.</p><br/><p>The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners 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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbTNJajh4NVhCcTRCRjNxVGd1NFVhMWN5aVp4Z3xBQ3Jtc0tuQXNYZWRXaVF3bGJCU25DS2dNY2p1R3lxTjF5ZE9adGtZYjdpQUI4NDZkMlVjSm5YRTM1a1hDbmZ2clJOOWh3amRsaHFndTF2VW1CQVpvZTU3TXZMQl9peEhXaGRCdEVlU0xFdVcyMG9QYUh0RWFaTQ&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=qW23_4czF1o">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/block-investor-day-key-takeaways-ab1</link><guid isPermaLink="false">a3205f0d-89b8-47d8-b630-33b85dcdd3f0</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Thu, 19 May 2022 14:59:05 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107855/3953249e6ad9dd7ff031dfc86f5c6d9e.mp3" length="21541745" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1346</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107855/28f47ce257721200caf678f6edf786af.jpg"/></item><item><title><![CDATA[Meta, Zillow, Square, Wix on Avory's Monthly Bulletin | E20]]></title><description><![CDATA[<p>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. </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; Co. is a registered investment adviser and the opinions expressed by Avory &amp; 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.</p><br/><p>The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.</p><br/><p>The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners 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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbTNJajh4NVhCcTRCRjNxVGd1NFVhMWN5aVp4Z3xBQ3Jtc0tuQXNYZWRXaVF3bGJCU25DS2dNY2p1R3lxTjF5ZE9adGtZYjdpQUI4NDZkMlVjSm5YRTM1a1hDbmZ2clJOOWh3amRsaHFndTF2VW1CQVpvZTU3TXZMQl9peEhXaGRCdEVlU0xFdVcyMG9QYUh0RWFaTQ&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=qW23_4czF1o">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/meta-zillow-square-wix-on-avorys-0ab</link><guid isPermaLink="false">e663a596-f641-40da-b64d-a7d431922695</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Wed, 04 May 2022 17:20:40 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107856/09b552eb10f437d9ad9a78b24c491770.mp3" length="25475807" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1592</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107856/d56db14da5fa629ffec6f20bcacd2415.jpg"/></item><item><title><![CDATA[News | Meta Earnings Breakdown on Public Radio | E19]]></title><description><![CDATA[<p>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.</p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; Co. is a registered investment adviser and the opinions expressed by Avory &amp; 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.</p><br/><p>The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.</p><br/><p>The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners 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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbTNJajh4NVhCcTRCRjNxVGd1NFVhMWN5aVp4Z3xBQ3Jtc0tuQXNYZWRXaVF3bGJCU25DS2dNY2p1R3lxTjF5ZE9adGtZYjdpQUI4NDZkMlVjSm5YRTM1a1hDbmZ2clJOOWh3amRsaHFndTF2VW1CQVpvZTU3TXZMQl9peEhXaGRCdEVlU0xFdVcyMG9QYUh0RWFaTQ&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=qW23_4czF1o">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/news-meta-earnings-breakdown-on-public-99d</link><guid isPermaLink="false">f9b813b0-4bb9-4f41-ad8a-2d15c61a0eb6</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Thu, 28 Apr 2022 17:16:20 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107857/873b81a4cdcfc924661945022cd3e587.mp3" length="12330084" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>770</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107857/74d8835a39f74b8ae1f12cd17a3743a9.jpg"/></item><item><title><![CDATA[Motley Fool Live with Sean Emory from Avory & Co.]]></title><description><![CDATA[<p>Avory &amp; 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!  </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; Co. is a registered investment adviser and the opinions expressed by Avory &amp; 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.</p><br/><p>The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.</p><br/><p>The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners 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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbTNJajh4NVhCcTRCRjNxVGd1NFVhMWN5aVp4Z3xBQ3Jtc0tuQXNYZWRXaVF3bGJCU25DS2dNY2p1R3lxTjF5ZE9adGtZYjdpQUI4NDZkMlVjSm5YRTM1a1hDbmZ2clJOOWh3amRsaHFndTF2VW1CQVpvZTU3TXZMQl9peEhXaGRCdEVlU0xFdVcyMG9QYUh0RWFaTQ&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=qW23_4czF1o">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/motley-fool-live-with-sean-emory-4c8</link><guid isPermaLink="false">50f9a18d-cb73-4422-9e9a-db383ea4eb34</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 01 Oct 2021 18:50:15 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107858/d5997cfde0c19f1e09146a9885a78913.mp3" length="42462020" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>3538</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107858/21bced68b6536efd6e3b3e7b1cd5b9b3.jpg"/></item><item><title><![CDATA[Gig Economy w/ Oxford Internet Institute, With Takes on Fiverr and Upwork]]></title><description><![CDATA[<p>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. </p><br/><p><br/></p><br/><p>iLabour Website: <a href="https://ilabour.oii.ox.ac.uk/online-labour-index" class="linkified" target="_blank">https://ilabour.oii.ox.ac.uk/online-labour-index</a> Fabians Twitter: <a href="https://twitter.com/fabian_stephany" class="linkified" target="_blank">https://twitter.com/fabian_stephany</a></p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; Co. is a registered investment adviser and the opinions expressed by Avory &amp; 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.</p><br/><p>The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.</p><br/><p>The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners 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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbTNJajh4NVhCcTRCRjNxVGd1NFVhMWN5aVp4Z3xBQ3Jtc0tuQXNYZWRXaVF3bGJCU25DS2dNY2p1R3lxTjF5ZE9adGtZYjdpQUI4NDZkMlVjSm5YRTM1a1hDbmZ2clJOOWh3amRsaHFndTF2VW1CQVpvZTU3TXZMQl9peEhXaGRCdEVlU0xFdVcyMG9QYUh0RWFaTQ&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=qW23_4czF1o">https://www.avory.xyz/disclaimer-page</a><br/><br/></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/gig-economy-w-oxford-internet-institute-9d8</link><guid isPermaLink="false">1109f23b-1690-4d2a-9906-f74dc2de8e1e</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Tue, 21 Sep 2021 16:36:32 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107859/77ee3cad676cc2b883633a0d54761fcc.mp3" length="23736911" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1483</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107859/469e9c359d8d5e3f974157742cdc3e5b.jpg"/></item><item><title><![CDATA[Robotic Delivery w Tortoise Co-Founder]]></title><description><![CDATA[<p>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 &amp; shared micromobility operations. Check out their site here <a href="https://www.tortoise.dev/" class="linkified" target="_blank">https://www.tortoise.dev/</a> </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; Co. is a registered investment adviser and the opinions expressed by Avory &amp; 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.</p><br/><p>The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.</p><br/><p>The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners 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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbTNJajh4NVhCcTRCRjNxVGd1NFVhMWN5aVp4Z3xBQ3Jtc0tuQXNYZWRXaVF3bGJCU25DS2dNY2p1R3lxTjF5ZE9adGtZYjdpQUI4NDZkMlVjSm5YRTM1a1hDbmZ2clJOOWh3amRsaHFndTF2VW1CQVpvZTU3TXZMQl9peEhXaGRCdEVlU0xFdVcyMG9QYUh0RWFaTQ&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=qW23_4czF1o">https://www.avory.xyz/disclaimer-page</a><br/><br/></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/robotic-delivery-w-tortoise-co-founder-6a3</link><guid isPermaLink="false">e0892678-959b-4770-a279-6a7e20daa19e</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Wed, 23 Jun 2021 12:20:40 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107860/c1f91ee4f471e5b60045481bc58a3474.mp3" length="27222141" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>2268</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107860/b5a79daea0521c641cceb887a1aa42c3.jpg"/></item><item><title><![CDATA[What are they up to... Our views on key topics [Inflation, Earnings, Sentiment]]]></title><description><![CDATA[<p>WHAT ARE THEY UP TO | AVORY | MAY 2021  </p><br/><p><br/></p><br/><p>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.</p><br/><p><br/></p><br/><p>More on Avory: <a href="https://linktr.ee/avoryco" class="linkified" target="_blank">https://linktr.ee/avoryco</a><br/><br/>Subscribe Here: <a href="https://www.youtube.com/channel/UCoH5" class="linkified" target="_blank">https://www.youtube.com/channel/UCoH5</a>...<br/><br/>Sean's Twitter: <a href="https://twitter.com/_SeanDavid" class="linkified" target="_blank">https://twitter.com/_SeanDavid</a>  </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; Co. is a registered investment adviser and the opinions expressed by Avory &amp; 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.</p><br/><p>The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.</p><br/><p>The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners 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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbTNJajh4NVhCcTRCRjNxVGd1NFVhMWN5aVp4Z3xBQ3Jtc0tuQXNYZWRXaVF3bGJCU25DS2dNY2p1R3lxTjF5ZE9adGtZYjdpQUI4NDZkMlVjSm5YRTM1a1hDbmZ2clJOOWh3amRsaHFndTF2VW1CQVpvZTU3TXZMQl9peEhXaGRCdEVlU0xFdVcyMG9QYUh0RWFaTQ&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=qW23_4czF1o">https://www.avory.xyz/disclaimer-page</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/what-are-they-up-to-our-views-on-b7a</link><guid isPermaLink="false">b807a178-09d6-4e45-9aba-42e97d69ac7f</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 21 May 2021 16:43:28 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107861/a8144f08cb5ad4ca5b957aff87cdc368.mp3" length="26657227" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>2221</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107861/aae466a5b4d2c49578e56412f5d98b1d.jpg"/></item><item><title><![CDATA[Uber or Lyft or DoorDash and more - Talking Future of Mobility w. TheRideShareGuy.com]]></title><description><![CDATA[<p>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 <a href="http://therideshareguy.com" class="linkified" target="_blank">TheRideShareGuy.com</a> 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.   </p><br/><p><br/></p><br/><p>Check out their site here <a href="https://therideshareguy.com/" class="linkified" target="_blank">https://therideshareguy.com/</a>  </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; Co. is a registered investment adviser and the opinions expressed by Avory &amp; 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.</p><br/><p>The information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and unless otherwise stated, are not guaranteed.</p><br/><p>The information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for any individual. Listeners 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.</p><br/><p>Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here <a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=QUFFLUhqbTNJajh4NVhCcTRCRjNxVGd1NFVhMWN5aVp4Z3xBQ3Jtc0tuQXNYZWRXaVF3bGJCU25DS2dNY2p1R3lxTjF5ZE9adGtZYjdpQUI4NDZkMlVjSm5YRTM1a1hDbmZ2clJOOWh3amRsaHFndTF2VW1CQVpvZTU3TXZMQl9peEhXaGRCdEVlU0xFdVcyMG9QYUh0RWFaTQ&amp;q=https%3A%2F%2Fwww.avory.xyz%2Fdisclaimer-page&amp;v=qW23_4czF1o">https://www.avory.xyz/disclaimer-page</a><br/><br/></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/uber-or-lyft-or-doordash-and-more-cb4</link><guid isPermaLink="false">95701f14-863d-4d80-aeb1-9329adb1f8fb</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Thu, 06 May 2021 18:39:20 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107862/dc1dae2cba6c71e951beaf7e7005c0bd.mp3" length="27262890" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>2272</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107862/a153c562adf90c89900d231e7266525d.jpg"/></item><item><title><![CDATA[Fascinating... What is happening in physical commerce. BIG PREDICTION w/ Placer ai]]></title><description><![CDATA[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.<br/><br/>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 <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/fascinating-what-is-happening-in-4b8</link><guid isPermaLink="false">6d51ebfa-91f6-40b2-86e7-9bdd453fe74a</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Sat, 27 Feb 2021 13:05:55 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107863/9dd0eea13daee9d2b9d0aac805bf7f01.mp3" length="24104244" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>2009</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107863/d9138b3b91130027950ab0b63ff575f9.jpg"/></item><item><title><![CDATA[How Flexe is reshaping commerce logistics with the "Warehouse Cloud"...]]></title><description><![CDATA[<p>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.</p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/how-flexe-is-reshaping-commerce-logistics-7f0</link><guid isPermaLink="false">9be3a193-6e01-4294-bc78-c703dc6279f6</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Tue, 16 Feb 2021 16:14:20 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107864/0c34a771f5bc55cdf7cdb324358e7626.mp3" length="24609241" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1538</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107864/5f34a4570b58e17f0d9264b052933a26.jpg"/></item><item><title><![CDATA[Why Amazon FBA sellers are being acquired...]]></title><description><![CDATA[<p>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.    </p><br/><p><br/></p><br/><p>Disclaimer: Avory &amp; 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. $AMZN   Please reach out to Houston Hess our head of Compliance and Operations for any further details.    Find more here <a href="https://www.avory.xyz/disclaimer-page​" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page​</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/why-amazon-fba-sellers-are-being-8f5</link><guid isPermaLink="false">369f65d3-2447-4ff4-8f70-684a8695ca64</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Thu, 11 Feb 2021 15:51:34 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107865/90e4d301a28794791549c0440ed31524.mp3" length="23322920" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1943</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107865/8912ab8ceba86f318a5117c9923aa1ec.jpg"/></item><item><title><![CDATA[Cloud, Commerce, IPO's, PayPal, and More...]]></title><description><![CDATA[<p>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 &amp; 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.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/cloud-commerce-ipos-paypal-and-more-af5</link><guid isPermaLink="false">18351f6c-1f91-4c8b-9c5c-068630e9fe71</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Thu, 04 Feb 2021 22:07:36 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107866/2beefdba9508884c3163d5bab8d4bfe3.mp3" length="23418665" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1951</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107866/f8aac2a199465052aa867d93d929fcfe.jpg"/></item><item><title><![CDATA[(CEO Interview) Due Diligence w/ CEO Yaniv Sarig: How Aterian is Disrupting CPG]]></title><description><![CDATA[Due Diligence w/ CEO Yaniv Sarig: How Aterian (formerly Mohawk) is Disrupting CPG (CEO Interview)<br/>Ticker: ATER <br/>In this interview, we go deep into the business model of the Mohawk Group. <br/><br/>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 creation. The company is looking to solidify digital real estate or digital shelf space on marketplace platforms. When we say digital real estate, we are referring to product placement on marketplace search results. The company sells products on Amazon and Walmart using data to drive product development, automate marketing, and manage product life cycles. Each successful product launch drives valuable insights to the company, providing cash flow, which drives additional product launches, which produces an annuity-like model.<br/><br/>OUR RESEARCH MISSION DISCOVERING VALUE IN A WORLD OF INNOVATIVE GROWTH. <br/>Notice how growth, innovative and value are all used in the same research mission statement. Since the start of Avory our research mission has been clear and dictates how we invest. Companies have two decisions to make... disrupt the incumbent or disrupt themselves. We believe that it is this research focus that isolates us from the legacy investment platforms.<br/><br/>Learn more about Avory Here: <a href="https://www.avory.xyz/" class="linkified" target="_blank">https://www.avory.xyz/</a> <br/>Disclaimer: Avory & Company, LLC statements are not an endorsement of any company or a recommendation to buy, sell or hold any security. <br/>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.<br/>Certain statements contained herein may be statements of future expectations, opinions, and other forward-looking statements that are based on Avory’s or Mohawks current views and assumptions and involve known and unknown risks and uncertainties that could cause actual results, performance or events to differ materially from those expressed or implied in such statements. <br/>By full disclosure, Avory is an investor in Mohawk Group ticker MWK. Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here <a href="https://www.avory.xyz/disclaimer-page" class="linkified" target="_blank">https://www.avory.xyz/disclaimer-page</a> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/ceo-interview-due-diligence-w-ceo-e60</link><guid isPermaLink="false">a5865091-98b4-4ad6-87ee-fad0af334d80</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Tue, 15 Dec 2020 22:37:28 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107867/dbff217b244ea3b329598ada8fd5e2b8.mp3" length="39649056" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>3304</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107867/a53c64a80c342bae6394d2971a728ae1.jpg"/></item><item><title><![CDATA[Direct to Consumer vs Marketplace w/ Ex Operations Head Birchbox, Rent the Runway, Shyp]]></title><description><![CDATA[<p>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, many brands will decide to sell directly through their own page and look to drive paid and organic traffic. The reality is many brands will look to sell across channels.   </p><br/><p><br/></p><br/><p>Second Marathon partners with emerging e-commerce brands to better solve supply chain challenges.</p><br/><p><br/></p><br/><p>*** This is not a recommendation to buy or sell any securities.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/direct-to-consumer-vs-marketplace-98e</link><guid isPermaLink="false">e4730799-c7b9-456a-b675-d51edfbc1f79</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Sun, 27 Sep 2020 13:25:39 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107868/25b429a755fe0b29865114a7df357055.mp3" length="26778813" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>2231</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107868/8c728df6aa3509725f62004318fe29e9.jpg"/></item><item><title><![CDATA[Data and Snowflake w/ Expedia's Head of Data Visualization David Pires]]></title><description><![CDATA[<p>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 tools such as Tableau. *** This is not a recommendation to buy or sell any securities.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/data-and-snowflake-w-expedias-head-95a</link><guid isPermaLink="false">f25f3108-bc37-4a93-a4c4-792e9ef8caa8</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Tue, 15 Sep 2020 21:50:24 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107869/b4dccde9e1a271c43cdf163badd8e0a1.mp3" length="25429334" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1589</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107869/f0907b9a5babc4f7aa17b85906c65ad0.jpg"/></item><item><title><![CDATA[Next Decade for Nutanix w/ Tim Joyce Founder of Roundstone Solutions]]></title><description><![CDATA[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 fastest growing company in the US with 600% growth over a 3 year period. *** This is not a recommendation to buy or sell any securities. ***Avory is an investor in Nutanix at the time of this recording. <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/next-decade-for-nutanix-w-tim-joyce-132</link><guid isPermaLink="false">3b9f418d-4aac-4198-a7a5-0dbb5f8559b7</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 28 Aug 2020 17:55:38 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107870/cd6d1d39ab0d306d84ba3d9fba9828c0.mp3" length="21719537" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1810</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107870/c79cc284d9e21df3ca404b094df6a334.jpg"/></item><item><title><![CDATA[Online Betting Market w/ Smarkets Founder Jason Trost]]></title><description><![CDATA[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 disrupt the market through proprietary tech and lower pricing. *** This is not a recommendation to buy or sell any securities. <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/online-betting-market-w-smarkets-133</link><guid isPermaLink="false">199531c4-809d-4850-9a3e-ba3769e902dc</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Mon, 27 Jul 2020 11:39:32 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107871/cf175f0a39dbf4370814e7d53e617f50.mp3" length="26788554" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1674</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107871/3033c1e5c2ee00c251d2bc3d8b6335f4.jpg"/></item><item><title><![CDATA[Facebook Shops, Gaming and Payments w/Sean Emory]]></title><description><![CDATA[<p>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. </p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/facebook-shops-gaming-and-payments-e36</link><guid isPermaLink="false">66c70c1b-d9c1-4e30-8e2a-6fe1ea4ec27c</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Tue, 23 Jun 2020 18:13:24 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107872/33513e67d27ccc025ba2d0fd1a175072.mp3" length="14755258" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>922</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107872/bce9efcd519ca8d7ede4a8a79aa14bbe.jpg"/></item><item><title><![CDATA[Future of Gaming with Ex Tencent/Team Liquid Jeff Chau]]></title><description><![CDATA[<p>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 experience as a former Professional Player, Head Coach, Esports org Founder/Owner, Twitch Partnered Streamer, and Tournament &amp; League Owner/Administrator. </p><br/><p><br/></p><br/><p>Enjoy! GamegGether Jeff Chau Founder <a href="https://www.gamegether.com/" class="linkified" target="_blank">https://www.gamegether.com/</a> Twitter: <a href="https://twitter.com/SJeneris" class="linkified" target="_blank">https://twitter.com/SJeneris</a></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/future-of-gaming-with-ex-tencentteam-934</link><guid isPermaLink="false">f4bbeb51-31b3-4b58-b8ab-09aeeb0fc7b4</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Wed, 10 Jun 2020 00:43:29 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107873/3ce89e108df999df52be4c61d16a89de.mp3" length="28192743" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1762</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107873/e5ffe598e6887f800e7effc184e46fe0.jpg"/></item><item><title><![CDATA[Could Business Interruption Insurance Impact Tech? w/ Kozyak Tropin & Throckmorton]]></title><description><![CDATA[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. <br/>Visit their website at <a href="https://kttlaw.com/" class="linkified" target="_blank">https://kttlaw.com/</a><br/>Contact us if you need any additional information: <a href="mailto:info@avoryco.com" class="linkified">info@avoryco.com</a><br/>Disclaimer: The information provided on this podcast does not, and is not intended to, constitute legal advice. <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/could-business-interruption-insurance-612</link><guid isPermaLink="false">d4a8789f-9028-4e64-a450-00620ceab33e</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Fri, 05 Jun 2020 17:26:39 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107874/991565983de326607df924ed40f11ce8.mp3" length="20231457" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1264</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107874/91de86c9e6850138649033470914bf94.jpg"/></item><item><title><![CDATA[The Digital Workforce with University of Oxford's Fabian Stephany]]></title><description><![CDATA[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 global dynamics of Online Labour Markets.<br/>Fabian holds a PhD and degrees in Economics and Social Sciences from different European institutions, including Universitá Bocconi Milan and University of Cambridge.<br/>iLabour Website: <a href="https://ilabour.oii.ox.ac.uk/online-labour-index" class="linkified" target="_blank">https://ilabour.oii.ox.ac.uk/online-labour-index</a><br/>Fabians Twitter: <a href="https://twitter.com/fabian_stephany" class="linkified" target="_blank">https://twitter.com/fabian_stephany</a> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/the-digital-workforce-with-university-0be</link><guid isPermaLink="false">192dc4f2-e09a-42f8-af62-aafb83a63c2f</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Tue, 26 May 2020 21:27:15 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107875/0b92369675414d07d2768a310bf41d43.mp3" length="24864480" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1554</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107875/0c35c79975e59ed3dbad3617382309b1.jpg"/></item><item><title><![CDATA[Health + Tech + Covid with ex CBInsight/Uber Nikhil Krishnan]]></title><description><![CDATA[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 companies and industries which could benefit longer-term as the current situation exposes critical vulnerabilities. ***This is not a recommendation for the purchase or sale of any companies mentioned. <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/health-tech-covid-with-ex-cbinsightuber-a50</link><guid isPermaLink="false">64e0a5e1-a7c8-40cc-9293-f67997d92a52</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Sun, 29 Mar 2020 20:44:48 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107876/d02eb123f25497be7cbc78452182ca1d.mp3" length="27036250" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1690</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107876/4296c586ef4e11af0882521c1f8fb5a4.jpg"/></item><item><title><![CDATA[Let's Talk Square with Ark Invest Max Friedrich]]></title><description><![CDATA[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 PayPal and Intuit. <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/lets-talk-square-with-ark-invest-450</link><guid isPermaLink="false">33581adb-9a01-48bb-ad3b-f12a767dd61e</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Wed, 25 Mar 2020 18:28:16 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107877/891fc1b78895d7039b18d78f8c327eaf.mp3" length="39876100" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>3323</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107877/a6fc3d274e130fb4c80d3869ef836dc6.jpg"/></item><item><title><![CDATA[Inside Scoop Intro]]></title><description><![CDATA[<p>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.</p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://investingwithdata.substack.com?utm_medium=podcast&#38;utm_campaign=CTA_1">investingwithdata.substack.com</a>]]></description><link>https://investingwithdata.substack.com/p/inside-scoop-intro-e5b</link><guid isPermaLink="false">08e7a1d5-ad74-42fe-82c0-e15bf88839d7</guid><dc:creator><![CDATA[Sean D. Emory]]></dc:creator><pubDate>Wed, 04 Mar 2020 18:23:42 GMT</pubDate><enclosure url="https://api.substack.com/feed/podcast/96107878/3785b1eca946a8cc654f59f9808e1c25.mp3" length="17379721" type="audio/mpeg"/><itunes:author>Sean D. Emory</itunes:author><itunes:explicit>No</itunes:explicit><itunes:duration>1086</itunes:duration><itunes:image href="https://substackcdn.com/feed/podcast/256176/post/96107878/e46f241968d180136006f1536da88c92.jpg"/></item></channel></rss>