Frederick “Shad” Rowe On His Evolution From A Short Seller To Long Only | Talks @Google – ValueWalk Premium

Frederick “Shad” Rowe On His Evolution From A Short Seller To Long Only | Talks @Google

Frederick "Shad" Rowe talks at Google from May 30th 2018. Fredrick is a long-only consumer focused investor with a stellar track record over 3 decades. In this talk, Shad shares stories from his days as a short seller in the 80s, his model of three stages of a company, the philosophy of better-faster-cheaper, and the art of customer focus.

Video and informal transcript below

So I thought maybe we could begin with how you got started on disinvesting. CHENEY Well my father was in . . .

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