The analyst views Dexcom as a potential bargain after a significant stock drop due to a lowered outlook, which he attributes to internal sales issues rather than market demand. He notes the company's strong historical growth in operating cash flow and rising margins, suggesting a turnaround story with substantial upside potential, even with conservative valuation multiples.
“insofern halte ich die Aktie jetzt erstmal nicht für ganz uninteressant” — ▶ 10:50