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

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Jacob Wolinsky
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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 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 covered small caps, worked recruiting members for a large hedge fund community and freelance financial journalism. Jacob lives with his wife and five kids in Passaic Park NJ. - Email: jacob(at)hedgefundalpha.com. For confidential inquires email me for my Signal ID. Other methods of secure communication are also available. FD: Most of my portfolio is in I mostly purchase broad-based ETFs, mutual funds or individual bonds - I do this for performance reasons and to avoid any potential conflict of interest or occasional receipt of insider information. I will disclose if I have a stake in any company, but in general I have few stocks and I avoid any trading especially around topics I am covering.