S3 - Ep 4 Sean Emory - Avory & Co on 2023 and stock talk - a podcast by Eric Clark

I check in with great investor, Sean Emory CIO of Avory & Co.

We talked about the macro and inflationary environment and when we might see a rate of change tailwind.

We got back into the company fundamentals, that's what really matters. 

We talked about $NTNX growing business case as well as updates on $FVRR $ZG $CPRI

Nutanix is still a mis-understood name and acquisition target cited in the press on numerous occasions.

Capri is still cheap and their brands Kors, Jimmy Choo and Versace remain strong.

Fiverr is still the largest global platform for contract work and technically, the stock looks like a ball under water opportunity.

Zillow has been dragged down with the real estate group and remains the leader in real estate search and services. Founder and CEO Rich Barton owns about 14/15% of the biz and they have $3.5B in cash so the stock looks quite interesting after a massive drawdown.

2023 should be the year where company fundamentals matter and the year when great businesses set themselves apart from the peers.

You can find more information at linker.ee/avoryco

https://www.globalbrandsmatter.com

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