How Big a Threat Is China to Intuitive Surgical Stock?

April 28. 2025. 8 mins read

In one of our most recent videos, we made the case for why holding cash isn’t the best idea, even as the market folds like a cheap TV tray. That’s because time in the market generally beats timing the market. All the research points to investors being unable to successfully time the market. Instead, invest in quality assets over time and don’t overpay. Lump sum investing beats out dollar cost averaging marginally, so perhaps a hybrid approach gives you the best of both worlds. And if you must stock pick, only invest in quality companies as they’ll be less likely to go bust when things go south.

Click for Intuitive Surgical company website

One quality company is Intuitive Surgical (ISRG), by far the market leader in robotic surgery, with strong recurring revenues, high gross margins, and a ton of cash on hand to help fund its continued domination. However, it’s been more than three years since we first fully profiled the company while still exploring the robotic surgery investment thesis. Robotic surgery is a technology at the intersection of robotics (of course), artificial intelligence, and the massive

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