April 13, 2012
The following video is part of our "Motley Fool Conversations" series, in which consumer goods editor and analyst Austin Smith and technology and media editor and analyst Andrew Tonner discuss topics across the investing world.
In today's edition, Andrew and Austin talk about a creative way to play the mobile revolution: accessories. So many investors have looked to component plays as the one-off way to profit from big mobile growth that they seem to have overlooked this potential avenue. Two of the most compelling plays are Skullcandy (Nasdaq: SKUL ) and ZAGG (Nasdaq: ZAGG ) . As many people begin using their mobile devices as portable media stations, they are invariably drawn to pick up a hip pair of self-expressive headphones to get full use from them. While Apple's (Nasdaq: AAPL ) ever-popular iPhone comes with headphones, that hasn't seemed to hurt Skullcandy, which grew sales 45% from last year. Then there is ZAGG, which sells cases for mobile devices, including the whole suite of iGadgets. While they don't have the same brand strength as Skullcandy, their products are a more common mobile device accessory than flashy headphones.
These companies are just two ways to profit from Apple's continued growth. There are the component plays I mentioned earlier, which you can read about in our report "The Next Trillion Dollar Revolution," which details a hidden component play inside mobile phones that also is a market leader in the exploding Chinese market. Inside the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but we also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, and you can access this new report today by clicking here -- it's free.