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 (INVN +0.00%) and Infinera (INFN +0.00%) both represent incredible disruptive opportunities, and why he sees them as two of the next great companies on the market.
My Top Two Stocks: InvenSense and Infinera
By David Meier and John Reeves – Mar 8, 2013 at 4:57PM
NYSE: INVN
InvenSense

Fool analyst David Meier shares with investors why these two stocks are at the top of his portfolio.
About the Author
David Meier is a Senior Investment Analyst at The Motley Fool.
At The Motley Fool, David has been a writer, editor, stock analyst, and newsletter advisor. In addition, he was a portfolio manager at Motley Fool Asset Management and a hedge fund manager at 1623 Capital.
Prior to joining The Motley Fool in 2005, David worked as an engineer specializing in gas turbine design at Rolls Royce and GE Power Systems.
David holds a B.S. and M.S. in Mechanical Engineering from Virginia Tech and an MBA from Wake Forest.