The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics relating to their 10-Bagger portfolio.
Zynga CEO Mark Pincus gave a fascinating interview recently with GamesIndustry International. He said he wants to build a platform for the next generation of gaming: social and mobile. That's intriguing. When he talks about platforms, it reminds John and David of Amazon.com and eBay, two retailing platforms that attract lots of people and activity. Zynga got its start by hooking into the Facebook platform, so there's a great deal of knowledge and experience that it can use to grow. Users continue to flock to Zynga's games in much the way people continue to use Pandora's platform to listen to their favorite music. What Pincus is saying really resonates with what John and David are looking for in their portfolio. He's looking to build a transformational technology and is certainly very passionate about what he wants to do. The key, however, is whether Zynga can find ways to grab some of the value that it's creating for gamers and deliver it to shareholders.
John and David have been following the mobile trend very closely. For a good way to play it, 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 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.