The Motley Foolยท2025-05-06 08:41Group 1: Intuitive Surgical - Intuitive Surgical has been a leader in minimally invasive surgical procedures with its da Vinci robots, facing competition from Medtronic and Johnson & Johnson, which focus on different device applications [4] - The launch of the da Vinci 5 system in 2024 is expected to reduce procedure times and complications, making the investment in da Vinci systems worthwhile for hospitals [5] - The number of da Vinci systems installed worldwide grew by 15% to 10,189 in the 12 months ending March [5] - First-quarter sales of instruments and accessories rose by 18% year over year to $1.4 billion, with Intuitive Surgical being the sole supplier for these products [6] - Shares of Intuitive Surgical have traded at over 75 times trailing earnings, with a potential for significant gains if purchased during market downturns [7] Group 2: Sportradar Group - Sportradar is becoming a key data provider for media outlets and the online sports betting industry, which is legal in 34 U.S. states as of February [8] - Established relationships with sports leagues provide Sportradar with unique access to stadiums, enhancing its competitive advantage [9] - Sportradar's sales grew by 26% in 2024 to $1.3 billion, representing a small fraction of the revenue generated by its clients [10] - The U.S. online sports betting market generated $115 billion last year, indicating significant growth potential for Sportradar [10] - As the demand for accurate data increases, Sportradar is expected to experience at least another decade of double-digit growth [11] - Sportradar stock is trading at 22 times management's adjusted EBITDA expectation for 2025, which is considered high but acceptable for a rapidly growing business [12]