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Operator Mode

Sean Emory from Avory and Co.

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Conviction starts with understanding. Operator Mode is a long-form podcast, 30-60 min, hosted by Sean Emory, founder of Avory & Co., focused on deep conversations with the CEOs, executives and founders shaping the future. **Nothing discussed is a recommendation
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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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From the Closet

Lily & Avory

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From the Closet is a podcast dedicated to providing reviews for various movies and TV shows. Hosts Lily and Avory will discuss everything from sci-fi to romance to fantasy to superheroes and more. We hope you enjoy. Our Patreon is now live at https://www.patreon.com/From_the_Closet.
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In this episode of Inside Scoop Podcast, founder and Chief Investment Officer Sean Emory from Avory & Co. talks to Yuma Heymans, founder and CEO of O-mega AI, a pioneer in the field of autonomous business operations. They delve into O-mega AI's vision of fully automating company tasks such as software engineering, marketing, sales, and operations w…
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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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In this conversation, Freshta Farzam, founder and CEO of LYTE Aviation, discusses the future of EVTOLs (Electric Vehicle Takeoff and Landing) and the aviation industry. She highlights the need for innovation in air transportation, particularly through the use of hydrogen propulsion and the potential for autonomous flight. The discussion covers mark…
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SummaryIn this conversation, Jeremy Schwartz, the Global Chief Investment Officer at WisdomTree, discusses the evolution of ETFs with Sean Emory, Founder of Avory & Co. They discuss the impact of tokenization on asset management, and the future of digital wallets. Jeremy emphasizes the importance of adapting to macro trends and shares insights on i…
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Avory Idea Day 2024 with Sean Emory and Mark MahaneyIn 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, 'Noth…
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In this conversation, Founding Partner and Chief Investment Officer at Avory & Co. Sean Emory interviews Christopher Shasse, founder of Rocketman Tech, discussing the role of Jamf in managing Apple devices in enterprise environments. They explore Jamf's history, its relationship with Apple, and the competitive landscape, particularly focusing on Mi…
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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 EPISODEIn this episode, Sean Emory, the Founder and Chief Investment Officer at Avory & Co. provides a postmortem Block'…
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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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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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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 EPISODEIn this episode, Sean Emory, the Founder and Chief Investment Officer at Avory & Co. provides a postmortem Fiverr…
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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 EPISODEIn this episode, Sean Emory provides a postmortem on Meta's earnings report. He discusses the revenue, profits, …
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Sean Emory, the founder and Chief Investment Officer at Avory & Co. breaks down Google's earnings report and highlights the strong performance of its cloud business, with revenue reaching $84 billion and operating margins expanding. Google Cloud surpassed $10 billion in a single quarter and generated $1 billion in operating profit. However, YouTube…
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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…
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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…
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Summary Fiverr reported strong earnings, beating their own guidance on revenue and adjusted EBITDA. The company has been impacted by the health of the economy and concerns around AI, but they have addressed these issues and showcased the positive impact of AI on their platform. Fiverr is focused on moving upmarket and increasing spend per buyer, wh…
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Summary Dutch Bros and Starbucks are taking different approaches in the coffee market. Dutch Bros focuses on decadent offerings and drive-through service, while Starbucks offers a mass-market, somewhat premium experience. Dutch Bros is experiencing strong growth in units, revenue, and same-store sales, while Starbucks is seeing negative same-store …
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This week's Inside Scoop covers the Fed's stance on inflation and jobs, as well as earnings reports from companies like Square, Apple, Zillow, and Omnicell. The Fed expressed neutrality towards inflation and jobs, while the conversation around inflation focused on its moderation. Square had an incredible quarter, with a pivot to profitability and a…
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This week's Inside Scoop episode focuses on the earnings reports of major tech companies, including Tesla, Microsoft, Google, Meta, and ServiceNow. The conversation covers several themes, including the Cloud Wars, ad spending, and the future of AI. The key takeaways include the strong demand for cloud services from Microsoft and Google, the growth …
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In this episode, Sean Emory, Founder of Avory reviews Block's earnings and focuses on the two main segments: Cash App and Square. Overall the messaging from management emphasizes a focus on growth and efficiency. The discussion highlights the efforts to build a suite of banking solutions within Cash App and the focus on productivity and margin expa…
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