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Leo Kang from Plum Capital on $ATTO
Yet Another Value Podcast
Is Customer Service Competing With Other Companies?
The two businesses that jump out to me with customer service are charter when they bought time Warner and they bought the right house a couple years ago. So I think of them and then I think of someone like Amazon or even Peloton, like all these guys,. These now, these are great brands and huge businesses, right? So there's plenty of other fish in the sea, but all these brands, they pride themselves on their customer service. And I don't just worry about a Tinto that they compete with the internal thing. I worry that the trend has actually switched against outsourcing to insourcing. But again, I can see lots of different angles to that.
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