Check Point Software: Execution Is Improving, But There Are Still Visible Headwinds

Core Viewpoint - The previous investment stance on Check Point Software Technologies Ltd. (NASDAQ: CHKP) was a downgrade to a hold rating due to high valuation amidst decelerating growth [1] Group 1: Investment Strategy - The investment approach focuses on long-term investments while also incorporating short-term shorts to identify alpha opportunities [1] - The analysis is based on bottom-up evaluation, examining the fundamental strengths and weaknesses of individual companies [1] - The investment duration is medium to long-term, aiming to find companies with solid fundamentals, sustainable competitive advantages, and growth potential [1]