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

Jacob Wolinsky

Published onMay 30, 2018

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 was some money made to something like construction jobs. So I bought 200 shares of central airlines at the core for...

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Jacob Wolinsky

Jacob Wolinsky is the ex-Founder of Valuewalk.com (founded 2011, sold 2023). He is founder of HedgeFundAlpha (formerly ValueWalk Premium), a hedge fund focused intelligence service for institutional investors. Prior to founding Valuewalk, Jacob worked as an equity analyst covering small caps, a micro-cap analyst, doing member development a large hedge fund community and freelance financial writing. Jacob lives with his wife and five kids in Passaic NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal id. Other methods of secure communication are also available. FD: I almost exclusively avoid the purchase of equities to avoid conflict of interest and any insider information. I only purchase broad-based ETFs and mutual funds. I will disclsoe if I have a stake in any company, but in general avoid

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

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