Letters by company

Check Point Software Technologies LTD

1 letter discussing CHKP. Everything written about it on this site is on its ticker page.

Sound Shore Management March 31, 2026 Sound Shore Fund retained full positions in Disney and Southwest Airlines despite oil-price and travel concerns, citing strong balance sheets and restructuring-led improvements in earnings and capital returns. It argues that Qualcomm’s diversification and Marvell Technology’s AI-infrastructure exposure offer durable opportunities amid narrative-driven volatility. first quarter of 2026 MRVL $241BQCOM $186B