Name: Which ‘DTC’ ecommerce models are attractive.
Uploaded: 2022-07-15T08:56:33.697073+00:00
Duration: 4213 s
Channel: Vox Markets
Description: Which ‘DTC’ ecommerce models are attractive.

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/444/004444/video_VcdsUCy.mp4#t=510

Vox Markets

Which ‘DTC’ ecommerce models are attractive.

How Paul’s portfolio has fared amid the sell-off. Start Getting through a ‘Bear market’.

Getting through a ‘Bear market’

Reducing leverage

Current top sector pick.

Sosander (SOS) - Q&A with Paul Scott of Stockopedia -15.07.22

Luceco (LUCE) - Q&A with Paul Scott of Stockopedia -15.07.22

Boohoo (BOO) - Q&A with Paul Scott of Stockopedia -15.07.22

Seraphine (BUMP) - Q&A with Paul Scott of Stockopedia -15.07.22

Cake Box (CBOX) - Q&A with Paul Scott of Stockopedia -15.07.22

Appreciate (APP) - Q&A with Paul Scott of Stockopedia -15.07.22

Revolution Bars (RGB) - Q&A with Paul Scott of Stockopedia -15.07.22

JD Weatherspoon (JDW) - Q&A with Paul Scott of Stockopedia -15.07.22

Loungers (LGRS) - Q&A with Paul Scott of Stockopedia -15.07.22

Marks Electrical. (MRK) - Q&A with Paul Scott of Stockopedia -15.07.22

AO World (AO) - Q&A with Paul Scott of Stockopedia -15.07.22

Vertu Motors (VTU) - Q&A with Paul Scott of Stockopedia -15.07.22

McBride (MCB) - Q&A with Paul Scott of Stockopedia -15.07.22

Begbies Traynor (BEG) - Q&A with Paul Scott of Stockopedia -15.07.22

Manolete (MANO) - Q&A with Paul Scott of Stockopedia -15.07.22

React (REAT) - Q&A with Paul Scott of Stockopedia -15.07.22

Reach (RCH) - Q&A with Paul Scott of Stockopedia -15.07.22

Wincanton (WIN) - Q&A with Paul Scott of Stockopedia -15.07.22

Belvoir (BLV) - Q&A with Paul Scott of Stockopedia -15.07.22

Onthemarket (OTMP) - Q&A with Paul Scott of Stockopedia -15.07.22

Purplebricks (PURP)

MJ Gleeson (GLE)

Lord Group Trading (LORD)

Volex (VLX) - Q&A with Paul Scott of Stockopedia -15.07.22

Sthree (STEM) - Q&A with Paul Scott of Stockopedia -15.07.22

Wider equity outlook

During stressful market downturns, I often recall Monty Python’s wise advice to "always look on the bright side of life”.

Similarly in this upbeat interview, indomitable stock picker Paul Scott of Stockopedia takes me through 26 cheerful investment ideas including:

How has Paul’s portfolio fared amid the sell-off? Start
Getting through the ‘Bear market’. 02:05
 Do you still use leverage? 03:50
Top sector pick. 05:50
 Which ‘DTC’ ecommerce models look attractive? 08:25
 Sosander. 09:25
 Luceco. 11:10
 Boohoo. 12:10
 Seraphine. 15:10
Cake Box.17:35
Appreciate. 20:20
 Revolution Bars. 24:10
 JD Weatherspoon. 25:30
Loungers. 25:45
Marks Electrical. 27:30
 AO World. 29:45
 Vertu Motors. 32:50
 McBride. 35:45
 Begbies Traynor. 38:50
 Manolete. 40:25
 React. 42:30
 Reach. 43:00
 Wincanton. 45:05
 Belvoir. 46:15
 Onthemarket.47:45
 Purplebricks. 49:35
 MJ Gleeson 52:30
 Lord Group Trading. 54:45
 CMO Group. 55:55
 Volex. 57:40
 Sthree. 61:15
Wider equity outlook. 64:50

During stressful market downturns, I often recall Monty Python’s wise advice to "always look on the bright side of life”.Similarly in this upbeat interview, indomitable stock picker Paul Scott of Stockopedia takes me through 26 cheerful investment ideas including:How has Paul’s portfolio fared amid the sell-off? Start Getting through the ‘Bear market’. 02:05 Do you still use leverage? 03:50 Top sector pick. 05:50 Which ‘DTC’ ecommerce models look attractive? 08:25 Sosander. 09:25 Luceco. 11:10 Boohoo. 12:10 Seraphine. 15:10 Cake Box.17:35 Appreciate. 20:20 Revolution Bars. 24:10 JD Weatherspoon. 25:30 Loungers. 25:45 Marks Electrical. 27:30 AO World. 29:45 Vertu Motors. 32:50 McBride. 35:45 Begbies Traynor. 38:50 Manolete. 40:25 React. 42:30 Reach. 43:00 Wincanton. 45:05 Belvoir. 46:15 Onthemarket.47:45 Purplebricks. 49:35 MJ Gleeson 52:30 Lord Group Trading. 54:45 CMO Group. 55:55 Volex. 57:40 Sthree. 61:15 Wider equity outlook. 64:50

https://d3ev5earl6dvd0.cloudfront.net/public-media/videos/004/444/004444/video_VcdsUCy.mp4

Q&A with Paul Scott of Stockopedia -15.07.22