أفضل بودكاسات Avory (2025)

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avory Lester

avory Lester

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7y ago7y ago

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يوميا+

avory Lester

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Avory - Markets and Investing

Avory Team

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6M ago23w ago

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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. *** The views expressed on Avory Podcast: Around the Desk are those of the hosts and guests and do not constit ...

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Round Table: Mark Mahaney and Sean Emory on Uber, Amazon 32:54

6M ago32:54

32:54

Avory Idea Day 2024 with Sean Emory and Mark Mahaney In this conversation, Mark Mahaney discusses the current state of the internet, highlighting positive macro trends and the impact of AI on business efficiency and product innovation. He emphasizes the importance of careful expense management among companies and shares insights from his book, 'Not…

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Post Mortem: Fiverr's Rallies 20% on Earnings, Acquisition and $300m Target 11:39

11M ago11:39

11:39

ABOUT AVORY & CO. Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODE In this episode, Sean Emory, the Founder and Chief Investment Officer at Avory & Co. provides a postmortem Five…

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

11M ago13:40

13:40

ABOUT AVORY & CO. Avory & Co is an asset manager focused on Investing Where the World is Headed. Managing high-conviction equity strategies, emphasizing Secular Growth and Transformation Stories. We seek exceptional teams. TODAY'S EPISODE In this episode, Sean Emory provides a postmortem on Meta's earnings report. He discusses the revenue, profits,…

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

11M ago15:30

15:30

In this conversation, Sean Emory, founder and Chief Investment Officer at Avory & Co. discusses the potential of Tesla's full self-driving capabilities and its impact on the market. He explores the different approaches to autonomous vehicles, comparing Tesla's camera-based approach to Waymo's LiDAR-based approach. Sean also delves into the market p…