
"I would say a great example. This is a lesser known company, but Intuitive Surgical, which is basically a company in the rule breakers service that is converting all of the past surgery, human driven, human hands to minimally invasive robot assisted surgery. And when I first recommended Intuitive Surgical, it was trading at 71 times earnings... But now it's up more than 70, actually closer to 90 times in value from that point."
David Gardner highlights Intuitive Surgical as an exemplar rule breaker stock. Despite trading at high earnings multiples (71x initially), its strong fundamentals and innovative approach in robotic surgery have driven its significant outperformance. He uses this as a buy signal, urging investors to consider overweighting this type of premium stock when supported by other rule breaker traits.
Interview with David Gardner: Rule Breaker Investing
September 28, 2025
Stock Idea