Is Joby the Future of Transportation?

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Avory - Markets and Investing

Avory & Co.

99 episodes

6 days ago

Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming. We break down earnings, macro trends, and investor sentiment — all from the lens of a concentrated, high-conviction portfolio. *** The views expressed on Avory Podcast: Around the Desk are those of the hosts and guests and do not constitute investment advice. This podcast is for informational purposes only and should not be relied upon to make investment decisions. All investments involve risk, including potential loss of capital. Avory & Co. may hold positions in the companies discussed.

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Around the Desk: This is where we at Avory think out loud, challenge narratives, and look for signal through the noise. Each episode, the Avory & Co. team dives into what’s moving markets, how companies are performing, and where opportunities may be forming. We break down earnings, macro trends, and investor sentiment — all from the lens of a concentrated, high-conviction portfolio. *** The views expressed on Avory Podcast: Around the Desk are those of the hosts and guests and do not constitute investment advice. This podcast is for informational purposes only and should not be relied upon to make investment decisions. All investments involve risk, including potential loss of capital. Avory & Co. may hold positions in the companies discussed.

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Is Joby the Future of Transportation?

Avory - Markets and Investing

52 minutes

4 months ago

Is Joby the Future of Transportation?

In this episode of Around the Desk, Sean Emory, Founder & CIO of Avory & Co., sits down with Travis Brooks — operator, researcher, and the voice behind Let’s Talk Joby to break down the business model behind Joby Aviation and the broader eVTOL landscape.

This is more than just flying cars it's an entire tech and infrastructure stack.

From aircraft manufacturing to consumer apps, software platforms, and vertiport networks — where will the real value accrue?

We cover:

• Why manufacturing might get commoditized
• The risk/reward of owning the consumer relationship
• Platform potential if Joby owns the software layer
• Vertiports as the underrated competitive advantage
• How Blade and Archer are approaching the market
• What history tells us about margins and defensibility

Whether you're long, short, or just curious about air mobility, this one dives deep.

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Hosted by:
Sean Emory — Founder & Chief Investment Officer, Avory & Co.
https://www.avory.xyz

Guest:
Travis Brooks — Operator & creator of Let’s Talk Joby

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📩 Questions? Contact us at: team@avoryco.com
🌐 Website: www.avory.xyz
🎙️ Podcast: Operator Mode & Around the Desk

YouTube: @AvoryCo

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Disclaimer
This presentation is for informational purposes only and does not constitute an offer, recommendation, or solicitation to buy or sell any security. Past performance is not indicative of future results. All opinions expressed are as of the date of recording and are subject to change without notice. Any securities discussed may or may not remain in the portfolio. Please consult with a licensed financial advisor for personalized investment advice.

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Unauthorized use, reproduction, or distribution of this content is strictly prohibited.

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