Intuitive(US:ISRG) Seeking Alpha·2026-01-16 17:29Company Overview - Intuitive Surgical (ISRG) shares were trading at $435 when first covered in September of the previous year, down from previous highs of approximately $600, indicating a downward trend in stock performance [1] Investment Focus - The analysis emphasizes a focus on long-term compounders, high-moat businesses, and structurally growing industries, aiming to identify durable companies with economic resilience, pricing power, and capital efficiency [1] - The sectors of interest include Technology, Industrials, and Financials, with a focus on companies that have scalable business models, network effects, or mission-critical offerings [1] Analytical Approach - The analysis involves examining capital allocation strategies, margin trajectories, and unit economics to assess the sustainability of growth and returns [1] - The author holds a Master's degree in Finance, specializing in investment theory and corporate valuation, and has hands-on experience in portfolio management, enhancing the understanding of risk-adjusted returns and portfolio construction [1]