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VIDEO RESEARCH

TRANSPARENT VIDEO COMMUNICATION COVERING COMPANY DUE DILIGENCE, MONTHLY COMMENTARY, AND TOP OF MIND THOUGHTS.

Zoom Company Primer: The Investment Case
28:21
Avory & Co.

Zoom Company Primer: The Investment Case

Investment Primer on Zoom From management to product, to growth profile, we dig into the investment case for Zoom. ______ Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future 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. 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. $FVRR $UPWK Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
The Evolution of Fiverr: Insights from an Insider: From $8 to $500,000
38:37
Avory & Co.

The Evolution of Fiverr: Insights from an Insider: From $8 to $500,000

In this episode of Inside Scoop, host Sean Emory sits down with Harlan Rapoport, also known as the Fiverr Guy. They discuss the potential impact of GPT or chat GPT on Fiverr's buyer behavior and activity. Harlan shares that he hasn't seen much change in clients' needs from a financial perspective. They also break down the differences between Upwork and Fiverr and provide details of the product launches such as Fiverr Neo, Promoted Gigs, and Subscriptions. Rapoport shares his journey from working in finance to discovering Fiverr and offering email marketing and prospecting services. He talks about the autonomy he had in his previous job, which allowed him to develop his marketing skills. The Fiverr Guy Twitter/X https://twitter.com/TheFiverrGuy_ Fiverr Listing: https://pro.fiverr.com/freelancers/hrapp98?ref_ctx_id=de7819ac91274be9894f20395f44873b&gigs=id%3A352719368%2Cpckg_id%3A1&imp_id=632eeab8-8deb-41a8-94c3-1874a995546d&source=business_lihp 00:01:18 The Fiverr Guy's Background. 00:04:09 Working for a tattoo shop. 00:07:32 Stuck with a meaningless username. 00:11:39 Upwork experience and differences. 00:15:08 Subscription-based orders. 00:18:13 Take rates from platforms. 00:22:08 Promoted gigs. 00:26:02 Fiverr Neo and its impact. 00:30:03 AI's impact on digital services. 00:35:24 Off-platform and broadening your scope of solutions. 00:36:20 Keeping activity and breaking rules. ______ Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future 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. 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. $FVRR $UPWK Please reach out to Houston Hess our head of Compliance and Operations for any further details. Find more here https://www.avory.xyz/disclaimer-page
From Harvard to Fighting Russian Bots to Personalized AI: A Journey with Soren Larson
35:46
Avory & Co.

From Harvard to Fighting Russian Bots to Personalized AI: A Journey with Soren Larson

The podcast features Soren Larson from Crosshatch, a company focused on personalized AI. Larson discusses his background in ad tech and fighting Russian bots, as well as his experience with personalization at Walmart. The mission of Crosshatch is to hyper-personalize the internet in a safe way. 00:03:52 Hyper-personalizing the internet safely. 00:05:27 Hyper-personalization is the future. 00:11:06 Personalization through generative AI. 00:17:14 Data sharing should be contextual. 00:22:49 Identity layer enables personalized experiences. 00:25:42 Unlocking new digital experiences through safe data sharing. 00:34:20 Miami is a place to build. ______ Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future 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. 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 https://www.avory.xyz/disclaimer-page Keywords investors, Meta, Google, Amazon, Microsoft,Meta, Google, funnel, awareness, performance, digital advertising, growth, tech budgets, Google Cloud, Microsoft Azure, Amazon AWS, revenue, computing platform, infrastructure, growth, stabilization, bookings, analyst estimates, Google Cloud, machine learning, AI, leader, revenue growth, demand, open AI,Microsoft, open AI, generative AI, Azure, training, LLMs, Google, BARD, GPT-4, OpenAI, noun, winner-take-all, players, growing, accelerating growth, buyers, companies, cloud spend, advertising spend, revenue, Amazon, GDP, earnings, S&P 500, deviation, international, U.S., revenue line, 2024.,analyst estimates, growth, consumer, corporations, spending habits
The Battle Within Tech: Key Takeaways from Meta, Google, and Amazon
12:49
Avory & Co.

The Battle Within Tech: Key Takeaways from Meta, Google, and Amazon

In this episode of Inside Scoop with Sean Emory, the focus is on the recent earnings reports from major tech companies like Google and Meta. The discussion revolves around what these reports reveal about the consumer market and the broader economy. Meta's 23% growth and Google's advertiser-driven revenue are seen as positive signals for the consumer market. The episode also touches on the strong GDP growth driven by consumer consumption. Overall, the earnings reports provide valuable insights into the battles within the tech industry and their implications for the economy. 00:03:05 Digital advertising market is growing. 00:06:54 Cloud revenue growth remains strong. ______ Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future 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. 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 https://www.avory.xyz/disclaimer-page Keywords investors, Meta, Google, Amazon, Microsoft,Meta, Google, funnel, awareness, performance, digital advertising, growth, tech budgets, Google Cloud, Microsoft Azure, Amazon AWS, revenue, computing platform, infrastructure, growth, stabilization, bookings, analyst estimates, Google Cloud, machine learning, AI, leader, revenue growth, demand, open AI,Microsoft, open AI, generative AI, Azure, training, LLMs, Google, BARD, GPT-4, OpenAI, noun, winner-take-all, players, growing, accelerating growth, buyers, companies, cloud spend, advertising spend, revenue, Amazon, GDP, earnings, S&P 500, deviation, international, U.S., revenue line, 2024.,analyst estimates, growth, consumer, corporations, spending habits
From Facebook AI to Shaped: Tullie Murrell's Journey to Personalized Ai
31:37
Avory & Co.

From Facebook AI to Shaped: Tullie Murrell's Journey to Personalized Ai

In this episode of "Inside Scoop with Sean Emory," Sean, the founder of Avory & Company, interviews Tullie Morrell, co-founder of Shaped and former researcher at Facebook, Palantir, Google, and Uber. They discuss the winners and losers in the rapidly evolving AI landscape, including the role of Meta and its AI capabilities. They also explore whether big players will dominate the field or if there is room for smaller companies to thrive. Tune in to gain insights into the world of AI and discover more about Tullie Murrell and his company, Shaped. Shaped: https://www.shaped.ai/ [00:00:00] Intro [00:05:31] Challenges in ranking and recommendations. [00:10:28] Tick tock "for you" pages. [00:12:40] AI tools within governance and privacy. [00:14:23] Data sovereignty and compliance. [00:19:26] Chat as a discovery tool. [00:22:11] Winners and losers in AI. [00:25:10] Hyper-focused and personalized chat apps. [00:28:49] The New York AI community. [00:31:26] CEO, co-founder of Shape.ai Tullie Murrell, the CEO and co-founder of Shaped brings a wealth of experience in AI research, having worked at esteemed institutions such as Facebook Research Labs, Palantir, Google, and Uber. With a strong background in the field, Tullie Murrell co-founded Shaped, an AI personalized engine that has been successfully operating for two years. For those interested in exploring the company and its products further, the official website can be found a thttps://www.shaped.ai/, as mentioned in the transcript at 00:30:59. Listeners are encouraged to visit the website to gain more insights into the company's offerings. To facilitate discussions on the latest AI techniques, Tullie is open to communication and can be reached via email at Tullie@shaped.ai. This contact information is provided in the episode transcript at 00:31:15 and 00:31:17. ___________________________ Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future 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. 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 https://www.avory.xyz/disclaimer-page Keywords winners, losers, AI world, embedded, companies, big, small, meta, AI capabilities, best in class, Hugging Face, models, uploaded, meta stand, big players, dominate, leadership role, smaller, shift, moat, Sean Emory, founder, Avory & Company, conversation, Tullie Murrell Facebook research labs, Palantir, Google, Uber, engines of AI, data, co-founded, Shaped, AI personalized engine, pre, chat GPT hype, conversation, Inside Scoop, episode, CEO, co-founder, Shaped, New York scene, building a company, AI, hype, fake, real,background, Shaped, AI, Facebook, computer vision,commercial value, revenue, TikTok, ranking, consumer shift,ingest data, recommendation ranking models, optimization procedure, personalization, e-commerce marketplace,dynamics, APIs, backend, technical skills, lower code, developers, integration, databases, non-technical person, governance, privacy, AI tools, attitudes, mid-market, compliance, security, scale,liability, compliance frameworks, SOC2, GDPR, PII data,generative AI, models, thinking, concept, AI,embeddings, LLMs, vector search, hug and face models, language interface,debate, succeed, AI, infrastructure layer, data capabilities, applications, winners, losers, faster paced, embedded, companies, big, small, meta, AI capabilities, best in class, embeddings, moat, OpenAI,
Episode: No Code Opportunity with Founder Philip Lakin and Sean Emory
30:52
Avory & Co.

Episode: No Code Opportunity with Founder Philip Lakin and Sean Emory

Avory has dedicated a considerable amount of research time to the no-code realm. The shift to no or low-code tools continues to be a secular trend in which we are uncovering opportunities. Even before joining Avory, Sean Emory had invested in Wix, one of the pioneering no-code platforms that allows website creation without the need for coding skills. Philip is the founder of No Code Ops. A company building out the central observability and operation center for all your no-code tools. Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future 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. 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 https://www.avory.xyz/disclaimer-page
Previewing Amazon and Apple Earnings on Closing Bell on Public
10:07
Avory & Co.

Previewing Amazon and Apple Earnings on Closing Bell on Public

Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future 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. 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 https://www.avory.xyz/disclaimer-page
CHAT ETF: Opportunties in Generative AI: Avory + Roundhill
27:01
Avory & Co.

CHAT ETF: Opportunties in Generative AI: Avory + Roundhill

We sat down with Matthew Kanterman from @Roundhill Investments to dig into their research on generative Ai and where the opportunities may be. Sean Emory, founding partner at Avory & Company led the conversation and shared his opinions also. We looked to distill what is real and what is hype and develop a framework around the opportunity. Roundhill launched the $CHAT ETF which focuses on this space. Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future 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. 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 https://www.avory.xyz/disclaimer-page
Apple Vision Pro and What it Means for Meta and Industry
12:20
Avory & Co.

Apple Vision Pro and What it Means for Meta and Industry

Apple Vision Pro takeaways plus our view of the landscape from an investment perspective. Disclaimer Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future 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. 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 https://www.avory.xyz/disclaimer-page
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