Guy Spier interviews John Zolidis about what made him found his company, the retail sector and physical stores vs Amazon
September 30, 2022

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 find 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

 

I’m a Zurich based investor. Since 1997, I’ve managed a privately offered investment fund known as the Aquamarine Fund.

I am also the author of a book titled The Education of a Value Investor, which was published in 2014.

As I wrote in my book, we are all a work in progress. This site documents my ongoing quest for “wealth, wisdom and enlightenment”.

I have created a /now page – inspired by Derek Sivers

I’m a Zurich based investor. Since 1997, I’ve managed a privately offered investment fund known as the Aquamarine Fund.

I am also the author of a book titled The Education of a Value Investor, which was published in 2014.

As I wrote in my book, we are all a work in progress. This site documents my ongoing quest for “wealth, wisdom and enlightenment”.

I have created a /now page – inspired by Derek Sivers

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