January 23, 2013
By now every Intuitive Surgical (NASDAQ: ISRG ) investor is aware of "the report." Of course, that's a reference to the well-structured bear thesis laid out by Citron Research last month, clobbering shares of the medical robotics giant in the process.
Today, however, shareholders are marching to the beat of a different drum. After Intuitive far exceeded analyst expectations and issued equally strong guidance, Citron's stance is being rejected.
In this video, Motley Fool health care bureau chief Brenton Flynn takes a closer look at Citron's points in the context of this quarter's Intuitive Surgical earnings report, including one area where he and Citron tend to agree.
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