QRTEP - Silver Ring Value Partners - Qurate Retail: Best Customers Are A Competitive Advantage
- Qurate pre-announced and then reported a weak Q4 2021 result that was below expectations.
- Whenever a company reports a weak result, the key question is always how that should inform our assumptions about the future.
- "Best customers" are a major reason for what gives this business a competitive advantage.
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Silver Ring Value Partners - Qurate Retail: Best Customers Are A Competitive Advantage