In this video, 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.

David Meier owns shares of MAKO Surgical, InvenSense, and Infinera. John Reeves has no position in any stocks mentioned. The Motley Fool recommends Infinera and MAKO Surgical. The Motley Fool owns shares of Infinera and InvenSense. The Motley Fool is short InvenSense. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.