Berkshire Hathaway is entering its next chapter: Warren Buffett has handed the keys to Greg Abel, but the playbook still looks familiar — buy great businesses, stay patient, keep dry powder, and swing hard only when the fat pitch arrives. We unpack Berkshire’s massive cash balance, its surprising new Alphabet position, what Buffett’s move into Google says about updating your beliefs, and why the real lesson for FOMO investors may be the least exciting one: patience, position sizing, and the discipline to do nothing until the opportunity is obvious.
22 Jul 2026
Intuitive Surgical: The Quiet Robotics Compounder
A note before listening: We recorded this conversation on May 15, 2026, when Intuitive Surgical was trading at roughly $420 per share. As of July 21, the stock is trading around $354—approximately 16% lower. If we found the business compelling at $420, it is certainly worth another look at today’s price.
Intuitive Surgical is one of the great zero-to-one business stories of the past 30 years.
The company helped create robotic surgery, built a dominant ecosystem around its da Vinci platform, and quietly became one of the world’s most successful medical-technology companies. Today, it has thousands of systems installed around the world, millions of annual procedures, and a recurring-revenue engine built around instruments, accessories, and service.
But is the next chapter already priced into the stock?
In this episode, we trace Intuitive Surgical’s evolution from a Stanford research project into the leader in robotic surgery. We explore the company’s competitive advantages—including surgeon training, clinical evidence, hospital workflows, regulatory approvals, and decades of procedural data—and ask whether those advantages can withstand growing competition.
We also discuss the potential beyond Intuitive’s traditional surgical markets. Could its Ion platform, expansion into cardiac procedures, international growth, and AI-powered surgical assistance turn Intuitive into something much larger than a medical-device company?
The central question: Is Intuitive Surgical simply an expensive, high-quality compounder—or an underappreciated robotics and AI platform approaching another inflection point?
7 Jul 2026
Abivax, an investing lesson in thinking slow, acting fast
Abivax became one of June 2026's wildest biotech stories: a potential best-in-class drug to treat ulcerative colitis, a scary “cancer” headline, a violent selloff, and then a dramatic rebound after Part 2 safety data helped reframe the risk. We unpack how the market may have misread the cancer risk and why deep context matters in biotech investing and taking advantage of wild swings.
References:
-Brian's X poll on the part 2 safety (https://x.com/Brian_R_ONeill/status/2071743989326159987)data
-Brian's practical approach to using cash-secured puts to get paid while waiting (https://x.com/Brian_R_ONeill/status/2072685443779330261).
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
4 ratings
Spotify
5.0 / 5
4 ratings
Podcast Authority Score: 23 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
34
Social presence
0
YouTube
0
Engagement
32
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Brian and Mik host the show. Published by Brian and Mik.
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