Company Overview - Harrow (HROW) is a rapidly growing ophthalmic pharmaceutical company focused on providing a wide range of eye care drugs in the United States [1]. Investment Philosophy - The investment approach reflects the teachings of renowned investors such as Warren Buffett and Charlie Munger, emphasizing a long-term value investment strategy [1]. Analyst Background - The analyst has a PhD in theoretical physics from UC Berkeley and has transitioned from a brief career in physics to investing, accumulating experience as an analyst at a billion-dollar fund before starting a small fund in 2009 [1].