[ROUNDTABLE] Avory CIO Sean Emory as a Guest on 7investing Podcast | Jonah Fox, MSF
[ROUNDTABLE] Avory CIO Sean Emory as a Guest on 7investing P…
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Sean Emory's 15% $XYZ Portfolio Weight: Evidence of Conviction | Doug Garber posted on the topic | LinkedIn
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DailymotionBenzinga
"Concentrated strategies have a shot to do extremely well."Sean Emory (@_SeanDavid) is the Founder & CIO of Avory & Co. — a Miami-based, high-conviction equity shop blending old-school fundamentals with modern alt-data. He's compounded at ~20% a year before fees."Active traders are passively investing — just querying AI models. We use data for thesis tracking, not timing the quarter. In a six-minute market, long-term is the edge."We cover:- The Wix conversion rate trick from 2013 that kicked off
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"Concentrated strategies have a shot to do extremely well."Sean E…
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