Vai offline con l'app Player FM !
John Zolidis - About what made him found his company, the retail sector and physical stores vs Amazon
Manage episode 342669555 series 2830024
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
51 episodi
Manage episode 342669555 series 2830024
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
51 episodi
Tutti gli episodi
×Benvenuto su Player FM!
Player FM ricerca sul web podcast di alta qualità che tu possa goderti adesso. È la migliore app di podcast e funziona su Android, iPhone e web. Registrati per sincronizzare le iscrizioni su tutti i tuoi dispositivi.