7/23/26 - $irsg - Looking interesting...

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7/23/26 :: VROCKSTAR :: ISRG
Looking interesting...

- fortress moat, tier-1
- now 23x fwd ebit lowest even considering '22-23 trough
- friday's ACA coverage warning corroborates deferral but not maturation (of story)
- orthogonal to... everything else...

V

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