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Sean D. Emory Profile picture
Sean D. Emory
@_SeanDavid
Founder & CIO of @AvoryCo | Investment manager focused on Structural Growth and Transformation | Data tells our stories | @InsideScoopPod | Opinions are mine.
Dec 20, 2022 • 5 tweets • 1 min read
Came off a call with a large ad agency: $META

Here was the main take on IDFA on any indications of Twitter... "Meta signal today at ~95% of pre-IDFA efficacy. Highlighted META was most prepared for IDFA signal loss vs. its social competitors post-IDFA with specific products."
Sep 29, 2021 • 5 tweets • 1 min read
Amazon Event Takes: $AMZN

Amazons event today was incredible in my eyes. They understand the separation between technology and our personal space.

- The emphasis around ambient technology is a great concept. Technology that is in the background. - Echo Show is a great example of ambient tech. Samsung has the Frame TV, Amazons Show now is art - like control panel.

- The connected home is in full force. Amazon is taking a security first approach. They announced Astro, a robot that moves through the home.
Jun 4, 2019 • 37 tweets • 10 min read
CAPRI HOLDINGS INVESTOR DAY
(LIVE UPDATES HERE)

1:30PM EST

**Disclosure: We are shareholders of Capri. (~$10.1M)

👇🏼 1. Again, to recap yesterday John Idol the CEO purchased $20M worth of equity. CFO also picked up shares.