The following video is part of our "Motley Fool Conversations" series, in which health-care editor/analyst David Williamson and industrials editor/analyst Brendan Byrnes discuss topics across the investing world.

In today's edition, David and Brendan take a closer look at two highly shorted healthcare companies with high short interest and discuss whether the shorts" have it right. Medical Equipment makers MAKO Surgical and Hansen Medical find themselves with alarmingly high short positions; 33.5% and 25% of each companies' respective floats. But, are the shorts right to wager so heavily on these companies and their game-changing technologies? Watch and find out.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.