Frederick “Shad” Rowe On His Evolution From A Short Seller To Long Only | Talks @GoogleJacob Wolinsky
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 . . .
This content is exclusively for paying members.
If you are subscribed and having an account error please clear cache and cookies if that does not work email email@example.com or click chat.