What podcasts say about Intuitive Surgical
Every statement, with the speaker, the exact quote and the moment it was said.
What experts have said about Intuitive Surgical
3 statements · 3 positive
Higher procedure volumes generate more recurring consumables revenue for Intuitive Surgical.
“growth in procedures means more recurring revenue that comes from the consumables that are attached to all of these pieces of equipment.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 10:01
René views Intuitive Surgical’s lower share price as an opportunity to build his position.
“It has come off and given the environment we're in, that's of no surprise. But I'm taking it as an opportunity to slowly build up the position over time.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 11:08
Intuitive Surgical has a strong moat, supporting continued buying after its decline.
“these guys have such a strong moat. You know, when a company is off 30, 40%, you still believe in the thesis. I'm going to take that opportunity.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 11:24
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.