5/21/24 - $chkp - re-running #s, prefer other names at curr val

5/21/24 - vrockstar - 1 bn fcf on 15 bn ev is MSD fcf yield, ok, 15x PE on msd rev grow and 10% eps growth, ok. 6x sales meh, like 5x more for this growth when comp to similar or better growth B2B/non cyber names. not outgrowing leaders is drawback in this industry. israel geo also tends to get disc. in this mkt stock seems fairly valued all else equal ~150$/shr. a good entry likely below $130, but can buy beta risk off wick down that's not an idiosyncratic move. prefer S , ZS and PANW in this choosy tape for best in class cyber plays