I am also very convinced of Intuitive Surgical and held the stock in my portfolio for a long time. I sold it close to its recent high because I realized that it needed to cool off a bit. I am watching the stock for a re-entry point. However, I am also monitoring potential competition emerging in the Asian market. ISR still has a moat, and I want to make sure that remains the case.
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@investment_guru_2035 Good timing! I watched the stock since it has been around the 200s but always found it too expensive. Just using the drop to make an entry afterall. The China competition is definitely one too watch but I think when it comes to healthcare/critical infrastructure the West likely wants to keep some champions domestically.
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•@JonathanFrank I had good timing back then, bought in at around €225 and sold at around €550. I'm now looking for a similar opportunity with $ISRG again. Congratulations on your entry, i think that will work well 👍
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