This is part #13 of quickies on new companies taking a look at the worlds biggest mobile service provider.Continue reading “Quicky #13 on China Mobile (941 HK)”
I instantly liked the company’s fundamentals, and its foreign ‘hidden’ character. It seems to fly very much under the radar when international investors are concerned. I generally believe this to be a real advantage and can be a strong investor’s edge.
Looking at the company more closely, I liked the vertically integrated business model. But I had to be careful, since I bought into a competitor some years ago. And that investment turned out …Continue reading “The world needs cheap high-quality generics. And investments! Hidden growing Krka might do …”
In April, I finally published a post about Oriental Watch. I followed the company since October 2019, but uncertainty remained too high to form an investment case. The bottom line was, I promised to take another look at Oriental Watch when the (preliminary) annual results are available. Final results were released Monday …Continue reading “Revisited: Is Oriental Watch the right Hong Kong bargain I want to buy right NOW?”
CHKP today announced its financial results for the first quarter ended March 31, 2020. A solid performance, without major surprises, despite corona. I like!Continue reading “How did the Corona Virus affect Check Point Software Technologies in Q1 2020?”
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
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”