Conditional Sell Trigger on Revenue Deceleration

20 days ago

"Another reason why I would consider selling him is if revenues decelerate for like two to three quarters, like if it's now 598, it goes to 570, then 520, then 450 for the next three quarters, then I would potentially consider selling him. Because if they're not pulling this off right now with the amount of resources they have, then they will never be able to pull it off."

The speaker outlines a conditional exit strategy for HIMS. He specifies that if HIMS experiences a consistent decline in revenues over two to three consecutive quarters—illustrated by a drop from 598 to 570, then 520, and finally 450—this would be a trigger to sell the stock, as it would indicate that the company is failing to execute despite ample resources.

Related Stocks