Retweet this if you want me to share the monster bull case for @blocks on @CNBC @Bloomberg 1. Best $BTC Bitcoin play period. 2. @Square POS back 3. Lots of @CashApp innovation coming. 4. Look out for @protomining Let’s go.

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: tally.so/r/3l0g0B

Little update on action happening at our newest @AvoryCo HQ in Coconut Grove (Miami FL).

This week is actioned packed. I’ll have some Post Mortem’s for earnings this week on our podcast. Some I’ll speak about. • $PYPL • $SQ • $FVRR (speak with mgmt Monday) • $META and more… Link linktr.ee/avoryco for YouTube or Apple/Spotify

This was the highlights from our annual letter heading into 2024. Also, suggested that Q3 was the moment where FED had cover as Q3 economic growth would have to comp against Q3 2023 = challenge Most of this coming true. • Early days of replacement cycle • Vision Pro flop (great product though) • Strong consumer • Service sector decelerating • AI more a feature today • Social commerce (Shein, TEMU, Tik) • Lots of M&A despite no cuts (yet)

Block executing masterfully here: $SQ The shift to profitability is remarkable. Not sure I have seen such a dramatic change, while also driving growth and innovating with new offerings. +$250m op income (-$6m a year ago) +364m adjusted op income, +613% y/y (whoa!) +$472m GAAP Net Income, +381% y/y (whoa!) 😤Guidance massive beat and raise (likely conservative) CASH APP 57m actives 24m Cash Card actives (nearing 50%) Instant deposit no longer leading $ source (big) $71B in Cash App inflows in quarter, +17% y/y (huge) Inflows per active $1,255, up from $1,137 qtr ago Business GPV $3.96B (only weakish spot) Cash App Marketing Expense -18% y/y (Nice) SQUARE SELLER $50.5B GPV, +9% y/y (Intl'l +23%) International gross profit +38% y/y (strong) Mid market = 39% of sellers, +400 bps y/y Churn consistent, new seller growth + Software +17% y/y

Come on to our pod to talk Bitcoin, why it matters to Block, the magic of Cash App, the renewed focus from you, and more… Come on @marciadorsey get him on. We’ve connected here for too long haha.

In this week's Investing with Data newsletter we cover data points on • Microsoft and Ai • Apple Vision pro • Confidence? Our mission is to invest where the world is headed. You can read and subscribe here: linkedin.com/pulse/microsoft…

New Article Rethinking AI Investing in 2024: Beyond Language, Towards Multimodality Read full article: linkedin.com/pulse/rethinkin…

Nice jobs report showcasing ✅ Jobs stable ✅ Wages resilient ✅ All while inflation falling 🧠 Jobs exceeded this month’s expectations by 41,000 Prior month revised-26,000 Basically showing last two month right inline with estimates. (7,500 avg)

We are thrilled to share some key highlights from our 2023 @AvoryCo Annual Investment Letter. During the year we raised a record amount of capital, launched on new investment platforms, and remain disciplined in a period of heightened uncertainty. You can read the entire letter by clicking here: bit.ly/avoryletter We have an amazing set of investors, totaling more than 300 investors across the globe. From Spain to California, to Puerto Rico, Mexico, Arizona, Washington, New York, Dominican Republic, Florida, and many other regions. We are lucky, proud and remain committed to apply research and data to drive results overtime. To a happy and healthy 2024! We look forward to seeing and speaking with you all!

🎤 Inside Scoop Episode with @TheFiverrGuy_ Curious about the differences between Upwork ( $UPWK ) and Fiverr ( $FVRR )? Tune in to this episode of InsideScoop where we break it down with the Fiverr guy. Watch: bit.ly/FIVERRGUY Listen: apple.co/3RqAHqB

E106: The Battle Within Tech: Key Earnings Takeaways from Meta, Google, and Amazon $META ads. $GOOG Ads and Cloud. $AMZN Ads / Cloud / Commerce. $MSFT Cloud and apps. Apple: tinyurl.com/insidescooppod Spotify: sptfy.com/insidescooppod YouTube: youtu.be/AXAS6exn3c0

From Facebook Al $META to Shaped: Tullie Murrell's Journey to Personalized Ai podcasts.apple.com/us/podcas…