Name: Cake Box - CBOX (Compelling consumer re-opening plays) - SCM Monthly Macro Update - April 2022
Uploaded: 2022-04-20T09:07:24.152746+00:00
Duration: 1937 s
Channel: Vox Markets
Description: Cake Box - CBOX (Compelling consumer re-opening plays) - SCM Monthly Macro Update - April 2022

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/003/660/003660/video_EAKeOB2.mp4#t=970

Vox Markets

Cake Box - CBOX (Compelling consumer re-opening plays)  - SCM Monthly Macro Update - April 2022

Equity outlook - SCM Monthly Macro Update - April 2022

RPS ( Industrials with pricing power)  - SCM Monthly Macro Update - April 2022

Avingtrans - AVG (Industrials with pricing power)  - SCM Monthly Macro Update - April 2022

Northbridge Industrial - NBI (Industrials with pricing power) - SCM Monthly Macro Update - April 2022

Warpaint - W7L (Compelling consumer re-opening plays) -

Revolution Beauty - REVB (Compelling consumer re-opening plays)  - SCM Monthly Macro Update - April 2022

Artisanal Spirits - ART (Compelling consumer re-opening plays)  - SCM Monthly Macro Update - April 2022

Venture Life - VLG (Compelling consumer re-opening plays)

Marks Electrical - MRK (Best in class retailers)  - SCM Monthly Macro Update - April 2022

Lords Group Trading - LORD (Best in class retailers)  - SCM Monthly Macro Update - April 2022

Calnex - CLX (GARP tech opportunities)  - SCM Monthly Macro Update - April 2022

Despite the challenging past 6-9 months for mid/small cap investors, Jamie constable of Singers is turning more bullish.

Find out here why, along with some excellent high conviction stock ideas

Equity outlook. (00:00)
Industrials with pricing power. RPS (03:15), Avingtrans (06:00) & Northbridge Industrial (07:20).
Compelling consumer re-opening plays. Warpaint (09:50), Revolution Beauty (11:20),
Artisanal Spirits (13:35), Cake Box (16:10) & Venture Life (17:50).
Best in class retailers. Marks Electrical (19:35) & Lords Group Trading (20:45).
GARP tech opportunities. Calnex (25:25).

Despite the challenging past 6-9 months for mid/small cap investors, Jamie constable of Singers is turning more bullish.Find out here why, along with some excellent high conviction stock ideasEquity outlook. (00:00) Industrials with pricing power. RPS (03:15), Avingtrans (06:00) &amp; Northbridge Industrial (07:20). Compelling consumer re-opening plays. Warpaint (09:50), Revolution Beauty (11:20), Artisanal Spirits (13:35), Cake Box (16:10) &amp; Venture Life (17:50). Best in class retailers. Marks Electrical (19:35) &amp; Lords Group Trading (20:45). GARP tech opportunities. Calnex (25:25).

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/003/660/003660/video_EAKeOB2.mp4