Munger Mode rating: 4 out of 5 — Buy. Our own rating from the research report below, on business quality first: moat durability and management, with price separating the top three.
We have watched this company for years the way one watches a smart neighbor build a good business — with admiration and without a position, because the market always priced it like a lottery ticket. That changed this week. On August 5, Insulet reported a quarter with 23.5% revenue growth and 70% gross margins, and the stock fell 21% because management trimmed U.S. growth guidance from "spectacular" to merely "very good." The shares now sit at $139.30, down from a 52-week high of $354.88 — a 61% haircut for a business whose trailing revenue grew 29% and whose earnings grew faster. Mr. Market has moved from manic to depressive in twelve months, and when he does that with a genuinely good business, we pay attention.
Recent filings analysed: 8-K (2026-08-05), 10-Q (2026-08-05), 8-K (2026-06-25), 8-K (2026-05-26).
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