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. The Evolution of…
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from The Big Picture https://ift.tt/2LjFHJS
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