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 the advertising business for most of his life and he recommended to me by Central Airlines…