EP.39: Bull or Bear debate on META’s AI Capex? With Avory’s CIO Sean Emory
Sean Emory, CIO and Founder of Avory & Co., is one of my go-to investors when I want to pressure-test an investment thesis. While I tend to focus on earnings revisions and the Variant View checklist , Sean goes deep on products, competitive positioning, and invests where the world is heading. In this episode, we debate one of the biggest questions in tech investing today: Is Meta overspending on AI, or is Zuckerberg making the right long-term bet?
We break down if Meta's AI strategy is working and what is driving the stock?
"Don't bet against Zuckerberg."
"They have the biggest distribution…
The skinny
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