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 | 170 | Subscribers | Read | investingwithdata.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
From Small Caps to Gen AI: Where Momentum is Shifting.
Hey everyone! Happy Friday. This week was another busy one with earnings still rolling in, even as nearly 95% of companies have already reported. For us, the highlights included Workday, Intuit, and Zoom. Zoom delivered a blowout quarter, b...
Earnings Beats, AI Focus, and an Infrastructure Shift.
Hey everyone! Happy Friday. More of the same this week as earnings season winds down, with just one company left to report in our portfolio. At the index level, Q2 2025 results are largely in: with 90% of S&P 500 companies having reported, ...
Scale Matters, Just Look as Snap Earnings vs Meta / Zillow.
Hey everyone! Happy Friday. Hope you enjoyed our quick note this week. We got some great feedback on it, so look out for more of that going forward. Quick blurbs from our desk.
Hyper Scalers, Polymarket, AI Crossover, Earnings.
Happy Friday! This was one of the busiest weeks of the year, with most of the major hyperscalers and tech platforms reporting, alongside new inflation data and a Fed meeting. Big picture, there weren’t any major surprises. The tone across m...
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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