Investment Review day 37 of 50: Intuitive Surgical $ISRG
Intuitive Surgical is a leader in robotic-assisted surgery, with its innovative da Vinci system driving strong growth in minimally invasive procedures. The company has a solid financial foundation with high recurring revenue from its ‘robots and blades’ business model, no debt, and excellent profit margins. They are also investing in new technologies and expanding their reach in the healthcare industry, indicating a strong potential future.
Intuitive is the first individual company I ever bought in 2006. I haven’t sold a share since that date, and thus far it’s delivered a 35x return.
This is the absolute definition of long-term buy and hold. It’s an investment I’m very proud of, and one that I’d really like to go to my deathbed knowing that I never sold a single share…but if it ever outgrows my portfolio and becomes a 20%+ position, that’s going to be a tougher question to answer, as I’ll really have to face the reality of whether sensible portfolio management should take precedence!
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I’m putting my holdings under the microscope. Over the next 50 days I’ll break down my whole investment portfolio. Wins, losses, and the ‘why’ behind it all. And on day 50 I’m going to share my full portfolio so you can see how my strategies played out in the real world over the last twenty years and what we can all learn together. Follow along for the journey! #StockAnalysis #50daychallenge #medtech
