The Evolution of a Short Seller | Frederick Shad Rowe | 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.

[@Stewart5225]

Outstanding Shad! Thank you

[@sandeepkapadia4709]

“Growth stock investor needs fewer people and have to be right couple of times in his life”. Powerful

[@innerscorecard9433]

Very nice. Thank you!

[@akompsupport]

One of the best google talks ever. Also awesome investing talk.

[@praveenchawla6999]

Amazing talk. He really got me thinking about growth investing ...

[@luongvuhieu1619]

Thanks, great talk.

[@eqfira]

Learn from right people

[@NurhanBerk]

I have set playback speed to 0.75,
even then was difficult to understand what he is saying.

[@MittObama]

Where do you find Shad's writings?

[@mooham1388]

As always, great guest, brilliant talk. The host, however, is utterly terrible. Where is Saurabh Madan? Bring him back!

[@crastogi1]

Not happy with access to great minds for free thru Google? Keep in mind the interviewer has a full time job unrelated to investing. He is doing a labor of love. Please ...

[@VJAPbluejay]

Google team - Please line up interviews. It’s been awhile.