The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics across the investing world.
InvenSense's shares have been on a roller-coaster ride of late. First, they were up considerably. And now they have fallen a lot. Through it all, David has remained committed to the company, and feels that his original investing thesis is still intact. The stock has had a rough time of late, and that's no fun at all. But John and David had no plans to sell then, and they don't intend to now, either. Within our 10-Bagger portfolio, we are investing in businesses. We're not traders, and that may explain why we've been adding to our InvenSense position.
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