The following video is part of our "Motley Fool Conversations" series, in which, David Meier, advisor, Million Dollar Portfolio, and John Reeves, analyst, discuss topics around the investing world.

In today's edition, John asks David whether it's fair to include Reed Hastings on a worst-CEO-of-2011 list. Dave doesn't think it is, arguing that Hastings was trying to do what he thought was right for the future of Netflix. The execution might not have been smooth, but David thinks the strategy was reasonable under the circumstances.

Netflix and other Internet leaders might gather a lot of investor attention, but the truth is they're playing second fiddle to an even larger revolution in technology. To better prepare investors for this new revolution, The Motley Fool has a just released free report on mobile named "The Next Trillion Dollar Revolution" that details a "hidden" component play inside mobile phones that also is a market leader in the exploding Chinese market. Inside the report, we not only describe why the mobile revolution will dwarf any other technology revolution seen before it, but we also name the company at the forefront of the trend. Hundreds of thousands have requested access to previous reports, but you can be among the first to access this just-released report by clicking here -- it's free.

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.