March 8, 2013
In this video, Fool.com contributors John Reeves and David Meier sit down and talk about the two biggest holdings in David's portfolio. He shares with investors how his investing style has shifted over the years, and why InvenSense (NYSE: INVN ) and Infinera (NASDAQ: INFN ) both represent incredible disruptive opportunities, and why he sees them as two of the next great companies on the market.
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