Impact of tariffs on Intuitive Surgical $ISRG: Gross profit margin to be within a range of 65% and 66.5% of revenue in 2025, compared to 69.1% in 2024. This range includes an estimated impact from tariffs of 1.7% of revenue, plus or minus 30 basis points.

Intuitive Surgical started with a radical idea: steady a surgeon's hand with a robot. That idea became da Vinci – now used in 17 million+ procedures worldwide. More precision. Faster recovery. Today, $ISRG is a $185 billion powerhouse, compounding sales at ~23% annually for two

$UNH's CEO

$LB - LandBridge Just like WaterBridge, PowerBridge is a genius idea, as it can use LandBridge's land and the Permian's tailwinds like cheap energy, abundant water, and loose regulations to win data center deals. Also, LandBridge won't have to spend a penny on CapEx to benefit

Don't think many people know that "Generics account for about 90 percent of all prescriptions, and for those drugs Americans pay less than the OECD" (I didn't) important piece by tylercowen

Since 2023, $FICO received 18 "Hold" ratings and 9 "Sell" ratings on SA. Just 3 "Buy" ratings (2 of them mine). Now, it suddenly gets one "Buy" and one "Strong Buy" rating. Interesting from a contrarian perspective. Not worried about regulation, but FICO is underdelivering in

Thanks for input. Still not happy with FICO. We should be making some decisions on all related items in next 1-3 weeks.

After writing on Seeking Alpha for some time, I've decided to start sharing some of my research (for free) on The first post on the $FICO situation soon!

First post is out! A little update after exiting my $FICO position. Find in bio and thank you for reading!

Not a surprise, $FICO pushed too much too fast (SBC vesting timing incentivized to do so). But don't expect much competition anyway.

Interesting short report on $LB by Gotham. Good insights on a few techniques to manipulate revenues. gothamcityresearch.com/post/landbridg…