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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All opinions expressed by your hosts and the podcast guests are solely their own opinions and do not reflect the opinion of SNN or its affiliates. This podcast is for informational purposes only, it is not investment advice, and should not be relied upon for any investment decisions. We are not recommending the purchase or sale of any securities. The hosts and guests may be beneficial owners of the securities discussed. You should not assume that the securities discussed are or will be profitable.