Frederick “Shad” Rowe: “The Evolution of a Short Seller to a Long Only […] | Talks at Google

Frederick “Shad” Rowe 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. Moderated by Pranesh Srinivasan.