Everyone wants to find the next Cisco, the next Microsoft, the next ISRG. ISRG has carved out a niche in the prostate surgery market - with the key buzzwords being POTENCY and CONTINENCE - enough to scare any self-respecting man to cower at the thought of near-castration [yeah, that includes me]. Forget the robotic arms, the $1.3M price tag, the cost of disposables, blah, blah. I am convinced that without these magic words in the marketing material, ISRG will be languishing today, with surgeons and surgees [what do you call a person who is going under the knife - I want a better word than patient], not clamoring for time under the robotic knives.
Yeah, there will be hysterectomies, and mitral valve repairs - but it was the old Freudian scare that vaulted ISRG into the S&P 500. OK - so I am looking for the next ISRG. I think I have found it, but irrigated catheters pale in comparison to increased potency and decreased incontinence.
So the search continues........
Bapcha
About Me
- Bapcha
- Silicon-Valley, California, United States
- Moody's, S&P and Fitch's have been abject failures at rating bonds. So, someone has to do a good job, and since nobody is doing it well, I will. The bottom-line is that Bapcha's Bond Ratings are real Bond ratings that not only reflect the ability of the institution to pay interest on the bond, but also takes pension liabilities into consideration.
Posts
No comments:
Post a Comment