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

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Manage episode 342669555 series 2830024
Content provided by Guy Spier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Guy Spier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

60 episodes

Artwork
iconShare
 
Manage episode 342669555 series 2830024
Content provided by Guy Spier. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Guy Spier or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

  continue reading

60 episodes

All episodes

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