Markets can’t see the product quality of a monopoly. It won’t be reflected in the metrics because there’s no competition to anchor the earnings to the real consumer value. But that doesn’t mean quality isn’t a factor- it makes them vulnerable to disruption.
Warren Buffett is known to trade on product quality (he buys what he uses). So his sale could be based on that.
Warren Buffett is known to trade on product quality (he buys what he uses). So his sale could be based on that.