VIDEO RESEARCH

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

This Week in Fundamentals: Square's Power, Zillow and Opendoor Partnership | E35
19:56
Avory & Co.

This Week in Fundamentals: Square's Power, Zillow and Opendoor Partnership | E35

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. ______ 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 #InsideScoop #Podcast #Earnings
This Week in Fundamentals: Meta, Amazon, Upwork, Etsy, ServiceNow, Google, Apple | E34
23:28
Avory & Co.

This Week in Fundamentals: Meta, Amazon, Upwork, Etsy, ServiceNow, Google, Apple | E34

This week we share our initial reaction to many companies that reported earnings. We review Apple, Meta, Google, Amazon, Etsy, ServiceNow, and Upwork. ______ 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 #InsideScoop #Podcast #Earnings
This Week in Fundamentals: Netflix $17.9B, Snap Credibility, Banks, Earnings | E33
21:52
Avory & Co.

This Week in Fundamentals: Netflix $17.9B, Snap Credibility, Banks, Earnings | E33

This week in fundamentals we discussed the current state of earnings, the health of banks and consumers, snap's earnings, Netflix, and more. ______ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Avory & Co. and 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 #InsideScoop #Podcast #Earnings
Finding Opportunities, Macro, Emotions on Mega-Brands Podcast | E32
45:38
Avory & Co.

Finding Opportunities, Macro, Emotions on Mega-Brands Podcast | E32

Avory Chief Investment Officer interview on Mega-Brands Podcast. Go check out their channel discussing macro, micro and emotions. Recording Date: July 25th Mega-Brands Podcast with Eric Clark https://podcasts.google.com/feed/aHR0cHM6Ly9hbmNob3IuZm0vcy9jMzY0YzZjL3BvZGNhc3QvcnNz?sa=X&ved=0CAIQ4aUDahcKEwiY15TY_Yf5AhUAAAAAHQAAAAAQAg&hl=en _______ 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 #Brands #Investing #Podcast
What's happening in Freight with Freightos| E31
23:25
Avory & Co.

What's happening in Freight with Freightos| E31

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. Segments: 0:00​ Opening 1:13 Intro to Freightos 3:12 What makes Israeli companies so strong? 4:16 Trends in freight 9:48 Tech adoption in freight and derivative market 11:02​ Future impact of China shutdown on freight? 15:30 Volumes are strong and prices are down... what gives? 19:30 How companies have adapted 22:00 More on Freightos More on Freightos: https://www.freightos.com/logistics-research/ Guest: Judah Levine _______ Disclaimer: Avory & Co. is a Registered Investment Adviser. This platform is solely for 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 #freight #logistics #freightos
Jesse Showalter Creator Economy Landscape | E30
30:51
Avory & Co.

Jesse Showalter Creator Economy Landscape | E30

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, and more. Enjoy. Segments: 0:00​ Opening 0:28 Intro 0:59 Jesse Showalter 2:12 Trends in content, then vs now. 4:30 Top tools today (no-code) (Zapier, Bravo, Glide, Webflow, Wix EditorX) 7:35 Zapier use case 9:35​ Wix EditorX vs Webflow 15:20 WordPress thoughts 21:10 Tool Jesse uses more than anything (Notion / Monday) 24:50 Creator economy and freelance health and future. 29:20 How Jesse can help you! More on Jesse: Jesse Showalter YouTube https://www.youtube.com/c/JesseShowalter His website: https://www.jesseshowalter.com/ _______ 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 #jesseshowalter #notion #ux #airtable
Amazon Betting Big at reMARS, Meta Creators, Driverless Taxi, Zendesk Acquired | E29
20:25
Avory & Co.

Amazon Betting Big at reMARS, Meta Creators, Driverless Taxi, Zendesk Acquired | E29

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. Segments: 0:00​ Opening 0:47 Intro 2:08 Machine Learning & Automation at #reMARS2022 6:05 Robotics #reMARS2022 8:25 Space #reMARS2022 12:07​ Meta creator announcements 15:23​ GM Cruise takes the next step 18:12 Zendesk thoughts 20:00 Closing Remarks... _______ 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 #news
Coinbase Data = Layoff, Tech Earnings, Snap Plus Beta | E28
15:14
Avory & Co.

Coinbase Data = Layoff, Tech Earnings, Snap Plus Beta | E28

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. Segments: 0:00​ Opening 1:07 Intro 2:34 How to think about economic uncertainty as an investor 7:21​ Coinbase 8:50​ Oracle and Adobe report strong earnings 10:23 Redfin freezes hiring while Zillow and Opendoor hire! 12:27 SnapChat Plus thoughts 13:45 Closing Remarks... _______ 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
Breaking Down VR/AR Landscape, w/ Expert Luke Hurd | E27
26:55
Avory & Co.

Breaking Down VR/AR Landscape, w/ Expert Luke Hurd | E27

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. Find Luke Hurd on Twitter, Instagram, YouTube and LinkedIn. https://twitter.com/lukehurd?s=21&t=EVAjeJj1mq8YjHBsK1dGYw https://www.youtube.com/c/LukeHurd _______ 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