Intuitive Surgical Is 37% Off Its High. Recurring Revenue Says That Gap Is Wrong.
Five straight quarters of beating estimates, 85% recurring revenue, and a decade-low multiple are the case for ISRG right now.
410 new millionaires a day?
A note from our friends at The Oxford Club(ad) Reader, If my math is correct, what I’m about to reveal…
The Travel Stock Wall Street Just Punished
September 17, 2026 Morgan Stanley restarted OTA coverage and put Expedia last. Engagement math makes it hard to argue back….
Holtec Nuclear Pulled Its $900 Million IPO. Still Worth Watching.
HNUC shelved its listing as the Fed hiked, and its real revenue base sets it apart.
This Goes Back to $29.97
September 17, 2026 Bonus Content: Private Equity Is Circling Ashland. Can It Pay What the Activist Says It’s Worth? A…
Prices at a 4-Year High, Activity Fading: What Warsh Decides Next
The Empire State prices paid index hit 63.1, the highest since July 2022, ahead of a Fed decision that markets see as a likely 2026 hike.
$2 gold exploration company
September 16, 2026 Bonus Content: Sysco Sold Stock at $81 to Fund a $29 Billion Deal. Is That Your Entry…
Michael Dell Just Paid 88% Over Market for This Company
September 16, 2026 The Baldwin buyout at $7.7 billion is a wake-up call. Several public peers may still look overlooked….
Manufacturing Data Flashes a Warning. Industrials Look Like the Wrong Place to Be Today.
Empire State’s 13-point drop, softer shipments, and hotter prices hit before the Fed decision. Japan’s July machinery-order slide adds pressure.
The biggest trading breakthrough I’ve ever come across
September 15, 2026 Bonus Content: Vicor’s Factory Is Full. Two New Ones Need a Year. A note from our friends…