Intuitive Surgical Inc.

Robot-assisted surgery beats the shaky hands of doctors! The investment thesis hasn’t changed much ever since the company entered the market. The da Vinci surgical system is the clear market leader, and the “razors and blades” model helps it generate a recurring stream of revenue as its systems are used to perform procedures. Intuitive Surgical is dominant in its space, and it has lots of room to grow as its surgical systems increase in adoption and as the number of its supported procedures increases over time.