In this episode of Mega Brands I caught up with fellow investor and friend, Sean Avory. Sean is the CIO of Avory & Co in Miami and the firm manages $300 million for large institutions and high net worth families. Sean and his team run a highly concentrated portfolio if innovators and transition stories. Some names you will recognize and others you will not. That's what's cool about their portfolio. We hold a few names in common and we both have outperformed the market handily but accomplish it in very different ways.  Sean also holds cash and sells puts to collect premium while waiting for their favorite stocks to fall to levels where they want to own the stocks. Sean is a strong outside the box thinker and connects the dots better than most I follow.  I love talking to him about markets and the themes that will drive strong innovation into the future. I absolutely love that he's not just another momentum investor, the world is littered with those who just buy the best momentum stocks and use no process for stock selection.  We talk about a theme he really likes today which he calls "social commerce" and also the "freelance economy" $FB $SQ $PYPL $PLNT $OMCL $FIVR.  Sean can be reached at https://www.avory.xyz/ and their portfolios are available at $500k minimums.