Joe Dye

[ChatETF @chatetfapp]

Avory Debuts Core Equity ETF ( $AVRY) Focused on Future-Driven Themes

🚨Track all #ETF industry alerts on https://t.co/Ppv9kP0xYX

Avory has launched the Avory Foundational ETF (AVRY), an actively managed fund targeting 20–30 U.S. and global stocks aligned with long-term growth trends.

The ETF blends “Secular Winners” and “Transitional Compounders,” focusing on innovation, transformation, and valuation discipline using Avory’s proprietary 6M framework.

@AvoryCo @_SeanDavid

[Sean D. Emory @_SeanDavid]

Today, we’re introducing $AVRY, the Avory Foundational ETF.

AVRY was built to serve as a long-term core equity holding. It is actively managed, non-index, intentionally concentrated, and unconstrained by benchmarks or rigid cash targets.

The portfolio focuses on approximately 20–30 high-quality businesses that are foundational to their industries and positioned for durable, secular growth, while remaining valuation-aware.

This is not a thematic ETF.

It is not designed to chase short-term narratives.

AVRY is built for durability, discipline, and long-term compounding.

Infographic Source: Avory & Co.
As of Date: 12/01/25

For informational purposes only and is not intended to be a complete list of comparison features.
________

Investors should consider the investment objectives, risks, charges, and expenses carefully before investing. For a prospectus or summary prospectus with this and other information about the Fund, please call 563.320.1688. or visit https://t.co/YIFFSAEyeP . Read the prospectus or summary prospectus carefully before investing.

Investments involve risk, including the loss of principal.

Past performance does not guarantee future results.

Equity Investing Risk. An investment in the Fund involves risks similar to those of investing in any fund holding equity securities, such as market fluctuations, changes in interest rates and perceived trends in stock prices. The values of equity securities could decline generally or could underperform other investments.

Management Risk. The Fund is actively managed and may not meet its investment objective based on the Adviser’s or Sub-Adviser’s success or failure to implement investment strategies for the Fund

$BMNR $NVDA $XYZ $RBLX $YOU

[Sean D. Emory @_SeanDavid]

ANNOUNCEMENT: We are days away from a meaningful moment for us here at Avory & Co. we kept it quiet.

This coming Thursday, we’re introducing the Avory Foundational ETF (ticker: AVRY).

Over the last few weeks on the roadshow, a common question kept coming up when we talked about Avory.

What do you mean by “foundation”?

This is where it becomes tangible for us. AVRY is designed to be exactly what the name suggests.

A core holding. A foundation.

Not something built around short-term views or tactical rotations. Not a product chasing what’s working right now. But a vehicle rooted in how we think about long-term value creation.

From day one, Avory has been built on first principles.

Understand how a business actually works.

Focus on durability, not noise.

Let time and compounding do the heavy lifting.

AVRY reflects that mindset.

Every company is evaluated through the same framework we use across everything we do. Our 6 M structure forces discipline and consistency.

• Management and alignment
• Market size and durability
• Market share opportunity
• Margin structure and operating leverage
• Valuation and expectations
• Margin of safety

This isn’t about predicting the next quarter. It’s about identifying a concentrated group of 20-30 businesses with durable advantages, strong teams, and the ability to compound value over long periods of time.

We also recognize that the world looks different today.

Technology cycles move faster.

Intangible assets matter more.

Data, platforms, and scale increasingly define competitive moats.

At the same time, we may be in the early stages of a re-emergence of the tangible economy through AI infrastructure and real-world investment. That tension between digital and physical matters, and it shapes how we think about portfolio construction.

AVRY sits at the center of that thinking.

A way to express long-term views through a disciplined, repeatable process.

A foundation designed to evolve as businesses and markets evolve.

A core holding built to be owned, not traded.

This week marks an important milestone for Avory.

AVRY is part of that story.

More soon.

$AVRY

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The registration statement for the Fund has been declared effective by the U.S. Securities and Exchange Commission (“SEC”). However, the Funds have not yet commenced operations. Shares of the Funds are expected to begin trading on or about January 22, 2026, subject to market conditions.

To learn more and download a prospectus, click here: https://t.co/fIHjpZmEBz

Investing involves risk. Principal loss is possible. $BMNR $PATH $IREN $META

The Fund is distributed by PINE Distributors LLC. The Funds’ investment adviser is Empowered Funds LLC, which is doing business as ETF Architect. Avory & Co. serve as the Sub-advisers to the Fund. PINE Distributors LLC is not affiliated with ETF Architect or Avory & Co.
ETFAC-5126800-01/26

[Joe Dye @Josephdye44]

@_SeanDavid

[Joe Dye @Josephdye44]

@_SeanDavid I think @Garth_Friesen would make a great guest

[Joe Dye @Josephdye44]

@_SeanDavid @AsharqBusiness How can we watch/listen?

[Joe Dye @Josephdye44]

@_SeanDavid I didn’t see Australia on the big chart either… or did I miss it?

[Joe Dye @Josephdye44]

@_SeanDavid @SOBEWFF 😂😂😂 love the follow up post

[Sean D. Emory @_SeanDavid]

Happy to share that @AvoryCo Idea Day 2024 is broadcasting December 3rd at 12 EST.

Guest like Mark Mahaney, Michael Halen, PlacerAi and others.

SIGN UP HERE: https://t.co/8eHFmJ9DqP

[Sean D. Emory @_SeanDavid]

Here was the yield spike.

Unfortunately if this stays and initial reaction is correct.

🏠 Mortgages will be more expensive not less over the next couple of years.

[Sean D. Emory @_SeanDavid]

Market Reactions to Election Results Were Nuanced 👇🏼

With the election results finalized, investors turned to the markets to gauge the potential implications. While stock indices saw gains, a closer look reveals nuanced reactions across various sectors:

1. Tesla's Influence: $TSLA
Tesla's market capitalization surged, reflecting expectations that Musk access to the white house could favor the company's interests. It also impacted markets broadly given the company has a market cap near $1T. So a large move in Tesla can impact market indicies.

2. Inflationary Concerns Hit Bonds and Lead to Big Drop in Housing Stocks:
Bond yields increased as markets anticipated higher inflation due to potential increased government deficits. This rise in yields also negatively impacted housing stocks, suggesting a weaker housing market is ahead.

3. Banking Sector Boost:
Bank stocks rallied on hopes of reduced regulatory burdens.

4. Cryptocurrency Gains:
The cryptocurrency market also saw gains, likely driven by expectations of less stringent or more favorable regulations.

5. Subsidized Industries Decline:
Companies like Rivian, which rely on government subsidies, experienced declines, highlighting the potential impact of policy shifts. Remember Tesla rose but all its peers fell. Keep in mind also, that Tesla generates hundreds of millions from selling EV Tax Credits. Will these remain?

Overall:
The market's reaction was complex, with significant winners and losers. While the direction of the moves was generally rational, their magnitude may have been excessive in some cases. The most notable development was the sharp rise in bond yields, reflecting concerns about potential inflationary pressures from increased government spending. This is an interesting contrast to the campaign rhetoric, which often focused on fiscal responsibility.

**It's important to note that these are market reactions and not necessarily our views.**

[Sean D. Emory @_SeanDavid]

Zillow $Z smashing revenue and earnings while growing users and the most important is re-iterating 2025 target .

Something they have not done since setting up the target couple years back now.

Zillow is growing high teens in a stagnant to declining housing market.

[Sean D. Emory @_SeanDavid]

Fiverr reports strong results both top and bottom line. $FVRR

Beats guidance and raises full year by little
more.

Growth accelerated in the Q.

Q4 guide suggests first $100m quarter ever.

++ Q4 guide suggests Fiverr is back to DOUBLE digit growth.

Take rate expansion again with spend per buyer hitting record.

🧠 Almost two years post ChatGPT it is fair to say that AI is a benefit.

Important to know is that marketplace take rate HAS NOT moved, its seller services attach rate that pushes up take rate. These are high margin optional seller services like Ads, financial products, and more.

[Sean D. Emory @_SeanDavid]

Omnicell with a beat and raise: $OMCL

Biggest news is changing metrics to ARR recurring as Advance Services and other recurring line items become a larger portion of the mix.

Guide on Advanced Services line was raised.

Health Systems are stabilizing which should support growth for Omnicell moving forward.

We are likely 12-24 months from a product cycle refresh.

[Sean D. Emory @_SeanDavid]

Well done! $NTNX

[Stocktwits @Stocktwits]

Once again, thank you, Jerome Powell...

$SPY is now less than 1% away from an all-time high

▪ $DIA +1.14%
▪ $SPY +1.15%
▪ $QQQ +1.47%
▪ $IWM +3.08%

[Lyn Alden @LynAldenContact]

Rather than blaming corporations, for which the facts are not on their side, the smarter approach for progressives like @JaneGeorgeTN would be to point out that the inflation we've had as been bipartisan.

The money supply began increasingly massively under the Trump administration in 2020, due to large monetized fiscal deficits for stimulus purposes. It continued to increase massively under the Biden administration in 2021.

This money supply growth, with a lag as it pushed through the system, contributed to broad-based price increases starting later in 2021. The fault is not entirely owned by either Republicans or Democrats, but rather both.

That's the correct case to make.

When you print a ton of money, aggregate prices are very likely to increase, as more money chases a similar amount of goods and services and overall production capability. Otherwise, printing money would make everyone rich.

If you look at Kroger's profits in gold-denominated terms, they're not making any more money than they were years ago. Instead, it's the denominator of their profits, the dollar, that has gone down due to the printing of a lot more dollars.

[Stocktwits @Stocktwits]

BREAKING 🚨 The S&P 500 has added nearly $4 TRILLION in market cap since the August 5th bottom

That's $4 trillion in 9 trading days or $444 billion PER TRADING DAY since August 5th

[Sean D. Emory @_SeanDavid]

New Data: PCE growth slowed to 2.0%.

Down from 2.5% in the second print of 1Q24 GDP.

FED has landed the plane.

[Stetson Baseball @StetsonBaseball]

HATTERS WIN! Hatters knock off #10 FSU, 10-5! Stetson caps off the night with 6 home runs! 🤠🔥

Stetson will host Central Arkansas on Thursday, Friday, and Saturday!