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Mr. Terry, if you wish to criticize ZAGG as a stock, you can go over the potential commoditization of the segment, the large number of good competitors, changes in market share and margins, shifting trends in industry growth (demographics of newer buyers), management instability, etc.
FORBES: Another Blow to ZAGG's InvisibleSHIELD Delusion
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This tiny market segment has tripled in value since 2000 while large-growth stocks have suffered.
FORBES: Expect Years of Pain before Market Gain
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Boeing competes in the commercial aircraft market against aerospace giant Airbus, Embraer and Bombardier as well as the defense segment against large defense contractors such as Lockheed Martin , Northrop Grummann and BAE Systems.
FORBES: Boeing Can Climb To $91 With 737 Max
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We think that this concern is overblown because of the large size and fragmentation of the commercial reverse supply chain segment, high barriers to entry for successful penetration into the market, and the incompatibility of an online surplus liquidation business with the aforementioned potential competitors.
FORBES: Students from the McIntire Investment Institute Make the Pitch for Liquidity Services