Rachel Warren

Obviously, Intuitive Surgical is a big name here.

Their systems are already used in millions of robotic assisted procedures.

But you've also got major players like Medtronic and Johnson & Johnson.

I think it's a really fascinating space to watch.

And again, we're looking at companies that aren't just selling a piece of equipment once, but are creating a whole ecosystem of specialized tools and services that generate steady revenue.

So a lot of exciting things happening in health care.

I think it's possible.

And I agree with Lou.

This is not a distressed business.

I do think there's an argument to be made.

This is a really undervalued business as it's trading right now.

Shares are down about 40% over the last 12 months, about 80% to 85% from their 2021

peak.

And you look at how the company's market cap has fallen to about $43 billion.

It does make a full takeover more feasible for potential mega cap suitors.

I mean, you have to think about the really strategically valuable assets that PayPal could bring to the table if they were acquired.

I mean, you've got Venmo, right?

They're widely recognized as the most pristine asset for PayPal with high growth, about 20% annually.

There's a lot of popularity among younger demographics.

PayPal operates one of only four globally recognized payment networks.