WHAT ARE THEY UP TO | AVORY | JANUARY 2021 We share our thoughts on big tech earnings. How cloud and commerce are shaping up as public vendors compete. Companies mentioned are PayPal, Apple, Google, Microsoft, Facebook, Amazon, Poshmark, MyTheresa, Capri, Tapestry, Square, and more! Disclaimer: Avory & Company, LLC statements are not an endorsement of any company or a recommendation to buy, sell or hold any security. This presentation is for informational purposes only. No information contained on this presentation constitutes investment advice. This presentation should not be considered a solicitation, offer or recommendation for the purchase or sale of any securities or other financial products and services discussed herein.
Around the Desk.
Cloud, Commerce, IPO's, PayPal, and More...
Cloud, Commerce, IPO's, PayPal, and More...
Around the Desk.
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.
**Nothing discussed is a recommendation
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.
**Nothing discussed is a recommendationAppears in episode
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