$ISRG starting to move

Bought around $370 and it’s been one of the more slept on positions in my portfolio.

I added $ISRG because I wanted something outside of all the AI/semi exposure. Strong moat, recurring revenue, robotic surgery still has a long runway, and it’s the kind of company I’m happy to let compound.

Not chasing the move and not taking profits here.

Still holding and letting the thesis play out.

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1 Comments

Nate Spratt

@spratt23 · 2d

I like it 🔥

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