Sell Intuitive Surgical (ISRG)
Intuitive Surgical (ISRG) has a great story (next-gen Da Vinci 5 platform) but shares have been irresponsive to the potential and failed to make any sustained progress after the March 18 earnings report. While we’ve only had the stock in our portfolio for two months I’m going to let it go today (right near our entry point) to free up space for new opportunities that appear more timely right now. I expect we’ll come back to ISRG down the road. SELL
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