Editor's note: The earnings presented at :20 are in the euro value, the correctly converted USD values are $0.52 and $0.35, respectively. The remainder of the figures in the video are correctly presented in their converted values.

The following video is part of our "Motley Fool Conversations" series, in which Motley Fool analysts Austin Smith and Andrew Tonner discuss emerging trends in their favorite companies.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.