The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics around the investing world. John and David have decided to pick up more shares of Google for their real-money 10-Bagger Portfolio. The company does, of course, have the dominant search engine out there today, and that business generates a lot of cash -- which management is reinvesting for the long term. Shares of the company look attractive at today's prices. Google may not be a 10-bagger anytime soon, but it has all of the qualities that we look for in a company. That's why we're buying more.

Big tech names might gather a lot of investor attention, but the truth is that they're playing second fiddle to an even larger revolution in technology. To better prepare investors for this new revolution, The Motley Fool has just released a free report on mobile named "The Next Trillion-Dollar Revolution"  that details a hidden component play inside mobile phones that also is a 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.