Quo Vadis Capital, Inc.

11/30/2025

https://www.linkedin.com/posts/john-zolidis-2103aa2_quo-vadis-capital-december-2025-investing-activity-7400862546334736384-v6rU?utm_source=share&utm_medium=member_desktop&rcm=ACoAAABp8qwBUEGTXNz6Jsbf6jT3uum1zHE9MPk

Can 2026 extend the market's 2025 gains? In the Quo Vadis Capital, Inc. December 2025 investing letter I address the factors behind this year's gains, give our updated view on how the U.S. consumer is managing through tariffs, and discuss how a trip to China and meetings with restaurant companies ch...

10/20/2025

https://www.linkedin.com/posts/john-zolidis-2103aa2_quo-vadis-capital-oct-nov-2025-investing-activity-7386117271699595266-NXQI?utm_source=share&utm_medium=member_desktop&rcm=ACoAAABp8qwBUEGTXNz6Jsbf6jT3uum1zHE9MPk

Are restaurant stocks the canary in the coal mine? The headline is that markets continue to push higher. However, a deeper look at sector performance reveals increasing bearishness on the consumer. The market's most dominate theme remains the capex cycle and innovation around artificial intelligence...

09/01/2025

https://www.linkedin.com/posts/john-zolidis-2103aa2_what-lesson-did-2025s-tariff-bogeyman-teach-activity-7368322512486670337-Lpy9?utm_source=share&utm_medium=member_desktop&rcm=ACoAAABp8qwBUEGTXNz6Jsbf6jT3uum1zHE9MPk

Consumers Spend More, But Differently, Despite Tariff Bogeyman Quo Vadis Capital September 2025 Investing Letter Why is the market up 10% year-to-date in response to tariffs? It's more than one thing, but a factor that I think has been largely left undiscussed is the adaptability and sophistication....

06/24/2025

https://youtu.be/wHEyU8THA8E

Can trading around short term events make you a better long-term fundamental investor? I was surprised. In this video I challenge key tenants of value inve...

06/01/2025

https://www.linkedin.com/posts/john-zolidis-2103aa2_quo-vadis-capital-june-2025-investing-letter-activity-7335017616262000640-cCTi?utm_source=share&utm_medium=member_desktop&rcm=ACoAAABp8qwBUEGTXNz6Jsbf6jT3uum1zHE9MPk

Here's my impression: Wall Street is bored with tariffs. But should investors be? Stocks are up slightly YTD. Is that surprising? After all, the S&P500 had lost more than 12% in the wake of the Liberation Day tariff announcements. As far as I am aware, no one has come out in support of the n...

04/08/2025

https://www.linkedin.com/posts/john-zolidis-2103aa2_quo-vadis-capital-april-2025-investing-letter-activity-7315309520480595968-N5Q3?utm_source=share&utm_medium=member_desktop&rcm=ACoAAABp8qwBUEGTXNz6Jsbf6jT3uum1zHE9MPk

I am pushing back on the alarmist nature of what I am reading in the media, on LinkedIn and even in chat groups for professional investors. In my April letter, I outline why I am not over-reacting to current market events and volatility, which to me are quite normal and nothing different than what I...

03/30/2025

https://youtu.be/sIVcdAkBIUU

How do you find great stocks? In this lecture, I discuss first why you should look for great stocks, define what I mean by "great", and then provide three c...

01/21/2025

https://www.linkedin.com/posts/john-zolidis-2103aa2_quo-vadis-capital-jan-feb-investing-letter-activity-7287240475898466304-YI50?utm_source=share&utm_medium=member_desktop

In the Quo Vadis Capital, Inc. January/ February 2025 investing letter we touch on the investment implications of recent geopolitical developments, the saga of TikTok, what we learned at the ICR conference last week including how social media is becoming even more powerful and our investment in On.....

11/17/2024

https://www.linkedin.com/posts/john-zolidis-2103aa2_quo-vadis-capital-nov-2024-investing-letter-activity-7263971031650906112-sywt?utm_source=share&utm_medium=member_desktop

One economist is calling for a 75% chance of recession if Trump’s policies are enacted? In the Quo Vadis Capital, Inc. November investing letter we discuss…

10/31/2024

https://www.cnbc.com/video/2024/10/31/analyst-discusses-starbucks-earnings-and-luckin-coffee-reportedly-planning-to-enter-the-us-market.html

John Zolidis of Quo Vadis Capital says new Starbucks CEO Brian Niccol outlined a "credible and exciting plan" for the company, and discusses Luckin Coffee's reported plans to enter the U.S. market.

09/30/2024

https://www.linkedin.com/posts/john-zolidis-2103aa2_quo-vadis-capital-october-2024-investing-activity-7246440264595050496-AVxp?utm_source=share&utm_medium=member_desktop

Which stocks will benefit from the coming interest rate cutting cycle? Should you buy Meta (Facebook) or others trading at all-time highs? In our October…

08/05/2024

https://www.linkedin.com/posts/john-zolidis-2103aa2_quo-vadis-capital-august-2024-investing-letter-activity-7226197719957016578-LijI?utm_source=share&utm_medium=member_desktop