Core Insights - The individual has extensive experience in finance, having worked as a Senior Manager at a Big Four accounting firm and as a CFO for two privately held companies in the aerospace and defense and beauty industries [1] - The investment philosophy leans towards value investing, particularly favoring the Buffett/Munger approach of acquiring quality businesses at fair prices while remaining open to various investment ideas [1] - Emphasis is placed on thorough research and continuous monitoring of investments, including quarterly financial reviews and staying updated with relevant news [1] Company Insights - The companies involved have sales ranging from $50 million to $100 million, indicating a focus on mid-sized enterprises within their respective industries [1] - The aerospace and defense sector, along with the beauty industry, are highlighted as key areas of investment interest, suggesting potential growth opportunities in these markets [1] Investment Strategy - The strategy involves a long-term holding approach, with a preference for reinvesting dividends rather than frequent trading, which aligns with a value investing mindset [1] - Acknowledgment of both positive aspects and risks associated with investments is crucial, as it reflects a balanced perspective on market dynamics [1]
CRISPR Therapeutics: Patience And Opportunity Through Volatility (NASDAQ:CRSP)