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.

Yesterday, investors saw some earnings misses from some very prominent companies. InvenSense, however, was one company that appeared to deliver positive results. Its earnings met expectations, and the company also foresees a 28% increase in revenue for next quarter. Smartphones now make up 75% of InvenSense's revenue, and it's the standard for Google's Android operating system. InvenSense continues to invest in new products to stay ahead of competitors like STMicroelectronics (Nasdaq: STM) and MEMSIC. In fact, it is seeing excellent adoption of its 6-axis sensors. With the news, shares look oversold here and very attractive, especially as InvenSense goes after the fitness, image stabilization, and industrial markets. InvenSense might be a compelling opportunity for some investors.

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