How Joseph Carlson After Hours’s view on $ISRG changed

Channel profile →This channel has 2 credited speakers: Michael Burry, Wall Street Journal article1 entry
2026-09-08
“Michael Burry Keeps Buying This Stock”
ISRG is a high-quality company with a strong business model, but faces headwinds from slowing growth and expensive valuation.

Intuitive Surgical is one of the biggest medical equipment makers in the world. It's considered one of the highest quality companies in the world. It's still growing fast, but the stock price is going down.

Now, next up we have Intuitive Surgical. This is a company that I've historically avoided because it's in the medical field, and like most things in the medical field, it's very difficult to understand the industry, there's lots of regulations, there's lots of red tape, and it seems overall like a difficult industry to invest in.

But Intuitive Surgical has a very unique business model within the medical field, and I actually believe it's a very, very good business model.