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.

We're buying more shares of Fusion-io for our real-money "10-Bagger Portfolio." The trend towards data usage continues to grow exponentially. And Fusion-io only just recently added Pandora to its growing list of enterprise customers. There is, of course, plenty of competition out there, especially from big storage players like EMC, but Fusion-io continues to gain traction in the marketplace. And we believe that it's positioned very well to capture more market share, so the recent pullback provides us with a good opportunity to increase our allocation.

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