This time the most interesting content I stumbled over includes: equity markets, bubbles, lessons, Tesla, frauds, McKesson, Benchmarking, …Continue reading “Food for Thought #21 // Links🔗”
Today, Check Point released its Q2 results and presented solid financial trends.Continue reading “Did Check Point profit from WFH in Q2?”
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 …
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!
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…Continue reading “Initial Valuation of Check Point Software and Initial Buy”