Ever wondered how you could profit from your morbidly obese aunt who overindulges on salads full of miracle whip? Recommend her a good bariatric surgeon and buy $ISRG.

If you have ever watched any TLC shows about 600lb humans on weight loss journeys, you know that the surgical contraption used to perform these procedures is a robotic device created by Intuitive Surgical called the Da Vinci. But that isn't all they do - the Da Vinci has over 70 different types of clinical use cases. So while Americans as a whole become more and more unhealthy, Intuitive Surgical will be there to fix us.

The beauty of Intuitive Surgical's business model is that while they sell expensive machines (~$2 Million apiece), they have a recurring revenue model as their machines require specialized instruments (blades, etc.) that need to be replaced on a regular basis. This is actually where the bulk of their revenue is recognized - in 2021, 65% of the company's product revenue resulted from the sale of instruments and accessories.

Not only does this company have a strong competitive moat, but they are still growing at a healthy clip - 18%, 20%, 31% top-line growth the last 4 years, throwing out 2020 when elective surgeries were sparse as covid hit the world. Some other financial highlights:

Intuitive Surgical has up-and-coming competitors for their robotic surgical devices, but CEO Gary Guthart doesn't seem concerned. He is on the record as saying that "claims" by competitors that their machines can provide the same level of care as the Da Vinci are just claims, until proven otherwise.

It is also worth noting that due to the cost of purchasing new machinery, difficulty of installing new machinery, and the cost/pain of training surgeons on entirely new devices makes switching from Intuitive Surgical EXTREMELY painful. Additionally, the company has this reliable recurring revenue model from the sale of instruments, providing a level of revenue security.

So why buy $ISRG? Why will this company outperform the market in the next year? As recession hits the country, people will be forced to load up on cheap junk food like pop-tarts, cookies, mac and cheese, ramen, frozen corn dogs and other foods reserved for broke college students. As general health deteriorates, $ISRG will be there to perform all the minimally invasive gastric bypasses we could ever need. But also this is an incredibly well-run company with a beautiful balance sheet that has established itself as the clear leader in robotic surgery.