The YouTuber sold Logitech due to flat revenue in the latest earnings report, coupled with increased expenses, particularly marketing and administrative costs (manager pay). This raised concerns about management's decisions and the company's financial discipline, especially given his already low conviction in the stock and a 20% gain since purchase.
“The things that really piss me off is that flat revenue revenue but all the expenses went up especially marketing expenses okay this is possible I mean I don't like it but possible but also like the managers pay themsel more so more administration and general expenses so the managers pay themsel more when the revenue is flat and that I really don't like this is something pissed me off.” — ▶ 02:00