My guest on the show today is John Zolidis, the President and Founder of Quo Vadis Capital. John is a consumer and retail specialist who manages money for clients and, harkening back to his sell-side days, offers single stock research to professional investors. Given all of the secular and cyclical factors that have impacted retail companies over the last decade, I was really looking forward to speaking with John about:

The unique return on capital lens that he approaches brick and mortar companies with;
How he structures an investment portfolio;
What people commonly get wrong about retail and restaurant stocks;
What a retail compounder looks like in the early stages; and
The lasting impact of the shift to e-comm and of COVID on the retail sector

For more information about Quo Vadis Capital, please visit: https://www.quovadiscapital.com/

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Using Unit Level Economics to Invest in Retail and Restaurants with John Zolidis, President and Founder of Quo Vadis Capital