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Avory - Markets and Investing
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 constitute…
10 posts · theirs
Lately
Debrief: 4 things we learned from Meta.
Humans Buy Platforms. AI Buys Capabilities.
Prediction Markets Aren't Really About Betting... Maybe?
Five Questions for the Second Half of 2026
6 Questions on Meta: Burden Today, Moat Tomorrow
Narratives, AI, and Durable Investment Bets
What Data Says About Oil Spike, Vix Spike, and AI
What did we learn from NVIDIA and Software this Week?
Are we closing in on a Software Bottom or No?
The AI Scare Trade: Jensen Says Its Illogical - We Agree
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