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SRK Capital's investment thesis on Harrow Inc. ($HROW) — Q4 2023 | Buyside Digest

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$HROWNASDAQHarrow Inc.

BEAR

SRK Capital—HROW

Fund Letter

Q4 2023

Published December 31, 2023

View Fund Profile

$39.37USD

+2.1% vs last month

$10.54Pitched

+273.5% since pitch

Market Cap$1.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

The fund completely exited its position in Harrow after recognizing that execution risks and excessive market optimism were priced into the stock during its price surge. Capital was recycled...

— Sean Kirkwood

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