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

John Hussman recently made a pretty strong case against investing in the market right now. Dave appreciates that view, but argues that he's not investing in the market per se. Rather, he's investing in individual companies. In this video, Dave talks about three amazing companies that will do well over the long run, regardless of the short-term gyrations of the market.

David Meier owns shares of Infinera. John Reeves owns shares of Verizon Communications. The Motley Fool owns shares of Infinera, InvenSense, and MAKO Surgical. Motley Fool newsletter services recommend Infinera and MAKO Surgical. 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.