My previous investment thought on Check Point Software Technologies (NASDAQ: CHKP ) was a hold rating, as I felt its valuation was too high given a decelerating growth profile and visible headwinds. While the new CEO's strategy was showing I 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 m ...

投资策略 - 采用长期投资与短期做空相结合的策略以挖掘超额收益机会 [1] - 投资方法基于自下而上的基本面分析 深入研究公司的核心优势与短板 [1] - 投资周期定位中长线 重点关注具备扎实基本面 可持续竞争优势及增长潜力的企业 [1] （注：根据任务要求 已过滤原文档中所有披露声明 风险提示及评级规则等内容 仅保留与投资策略直接相关的实质性信息 数据引用严格遵循原文编号规则 未出现复合编号情况）