Investing with Data
Sean D. EmoryAt Avory, we believe in data-driven investments that can lead to a prosperous tomorrow.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 190 | Subscribers | Read | investingwithdata.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Software check in, oh and hiring improving…
Happy Friday. This week felt important. We heard from major software platforms, and the takeaway was not disruption or decay, i’d say the take was durability. Seat growth is holding, Salesforce called that out directly. Large deals are gett...
AI data that’s not like the others…
Happy Friday everyone. And of course another week deep in the AI conversation. We had the AI summit in India with Sam Altman and Dario Amodei sharing their latest views on where this technology is headed. We did not learn all that much more...
AI = Why are these tech names dropping…
Happy Friday everyone. Busy week at Avory as earnings season continues. Ironically we heard thesis confirming results from Zillow, Paycom, Omnicell, yet reactions have not been great. Currently, AI has introduced a level of noise across mar...
AI = More Software Not Less, Amazon Hiring…
Happy Friday everyone. Busy week at Avory as earnings season picked up and we triangulated signals across the economy, the Fed, and software. What stood out most was AI. It’s showing up everywhere. Google and Amazon both reported this week ...
Authors
The writers behind this newsletter.
Founder & CIO of @AvoryCo | Asset Manager | Investing where the world is headed | Data tells our stories | Opinions are mine.
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