John Zolidis - About what made him found his company, the retail sector and physical stores vs Amazon

1:24:21
 
Share
 

Manage episode 342669555 series 2830024
By Guy Spier. Discovered by Player FM and our community — copyright is owned by the publisher, not Player FM, and audio is streamed directly from their servers. Hit the Subscribe button to track updates in Player FM, or paste the feed URL into other podcast apps.

John Zolidis is an equity analyst and a registered investment advisor, President, and Founder of Quo Vadis Capital Inc.

He talks to Guy Spier about what made him found his own company, about the retail sector, and the battle between physical stores and Amazon. John also shares why he is fascinated with the Chinese market, as well as gives some insight into a company he has been following.

Full transcript available here: https://aqfd.docsend.com/view/mx8ghkc4wihjuwu5

Contents:

(00:00:00) Introduction

(00:07:55) Life in Southampton, New York

(00:11:22) The Flaws of Sell-Side Research

(00:25:29) About the Retail Sector

(00:30:17) Difficulties in Apparel Retail

(00:47:21) Physical Stores vs. Amazon

(00:58:54) The French Luxury Sector and Big Surface Stores

(01:06:00) Investing in China: How to Minimize the Risks?

(01:17:33) Transition Between Research and Investment Management

41 episodes