Today Max Friedrich from Ark Invest and I had a great conversation about Square following their business update. We planned 20 minutes of conversation but ended up going for 50 minutes. Enjoy the conversation! ***This is not a recommendation for the purchase or sale of any companies or securities mentioned. Both Avory & Company and Ark invest are investors in Square. Avory also invests in PayPal and Intuit.
Around the Desk.
Let's Talk Square with Ark Invest Max Friedrich
Let's Talk Square with Ark Invest Max Friedrich
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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