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.
The IPO market for technology stocks appears to be back in full swing. The introduction of Kayak Software and Palo Alto Networks last week puts the Facebook debacle in the past. Kayak Software provides online travel search, helping customers find deals like Expedia. Palo Alto provides network security software, competing with other young companies like Sourcefire. John and David are intrigued by both companies, but they are particularly interested in Kayak.
For another great way to play the tech 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 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.