Check Point Software: Execution Is Improving, But There Are Still Visible Headwinds
My previous investment thought on Check Point Software Technologies Ltd. (NASDAQ: CHKP ) was a downgrade to a hold rating because its valuation was too high, which I did not feel comfortable with given the decelerating growthI focus on long-term investments while incorporating short-term shorts to uncover alpha opportunities. My investment approach revolves around bottom-up analysis, delving into the fundamental strengths and weaknesses of individual companies. My investment duration is the medium to long-t ...