Mr. Tilghman: I really focus on two primary categories, one being consumer electronics retailers and the other being the office products retailers. Included in my coverage mix, which is a slight deviation from the other two categories, is Amazon (AMZN).
TWST: What's the intrigue there?
Mr. Tilghman: Our company was actually founded as a technology, media and
telecom specialist and we looked to vertically integrate across the various
sectors. So we've actually looked at the product categories from essentially the
foundry to the cash register. In the electronic space in particular, there has
been a tremendous amount of growth and innovation over the past few years and
that's actually carried over into some of the other areas of retail, Amazon
being one that's picked up a fair amount of that business, and the office
products retailers being another area where there's been pretty good overlap.
Granted they're different sectors, but they've had some similar dynamics.
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