Links🔗: Food for Thought #13

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past. Enjoy reads about: industrial land, reversion to the mean vs regime changes, tier 1 bonds, special situations,

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Did Check Point profit from WFH in Q2?

Today, Check Point released its Q2 results and presented solid financial trends.

The Importance of Position Sizing and Trade Execution Rules – Have You thought enough about it?

Risk management needs strict rules. To limit potential harm from our emotions, errors and bad luck, the introduction and adherence to specific position limits and execution rules are very important. I am going to discuss some rules you might find useful below …

How did the Corona Virus affect Check Point Software Technologies in Q1 2020?

CHKP today announced its financial results for the first quarter ended March 31, 2020. A solid performance, without major surprises, despite corona. I like!

Links🔗: Food for Thought

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past.
Enjoy 🙂 reading , thinking about and getting involved in discussions

Links🔗: Food for Thought (updated)

Below you find the most interesting investment-related content and thought-provoking articels I stumbled about in the recent past.
Enjoy 🙂 reading , thinking about and getting involved in discussions

Quickie📢: This time is different❗

This is a follow up on my post Corona Virus and Financial Market Fallout.

This (financial) crisis, induced by the global corona pandemia rattling through Asian, European and American economies, is indeed different when compared to other financial crisis!

Corona Virus and Financial Market Fallout

Currently, there are countless news headlines regarding as well as bloggers posting their thoughts about the corona virus, related economic fallout and financial market (over)reactions. Here are my trivial thoughts on the topic and ideas how to take advantage of lower share prices.

Valuation Update of Check Point Software after FY 2019 results

Check Point Software Technologies Ltd. released Q4 results and its Annual Report 2019 on February 3rd, 2020. Time to check my underlying assumptions and to update my valuation model if neccessary …

Fundamental Valuation of Check Point Software (CHKP)

Check Point Software Technologies Ltd. is an Israeli Company, that develops and sells Information Technology Security products. It is growing much slower than its highflying peers (Palo Alto, Fireeye, Fortinet) but it is very profitable. I do not have a good IT knowledge, but anyway, I wanted to perform a DCF Valuation of this Company for a long time now!

Initial Valuation of Check Point Software and Initial Buy

I am almost done with my DCF Valuation of Check Point Software Technologie (CHKP). I will do a follow-up post with the detailed analysis the week after next week, since I will be on holidays. Here are a few quick observations and facts about the Company…