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BSX
Boston Scientific·Medical Devices·United States
Boston Scientific Corporation develops, manufactures, and markets medical devices for use in various interventional medical specialties worldwide. The company operates in two segments, MedSurg and Car...
1 Total1 External0 In-site
BSXBoston Scientific
2026-02-07🏥 HealthcareLong
Externalby Guardian Research · Substack
GUARDIAN’S BET WITH BURRY
Boston Scientific (BSX) is a compelling long investment in the healthcare sector, positioned to outperform Michael Burry's pick, Molina Healthcare (MOH). The investment thesis is based on strong secular tailwinds, including aging demographics and a generational innovation cycle in MedTech. BSX offers visible and growing earnings streams, unlike the high policy risk associated with MOH. The smart money is flowing into the healthcare sector, and BSX is a prime candidate to capitalize on this trend.