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.

As long-term investors, we try to take advantage of the market's obsession with short-term impressions. That's why we're buying more shares of Infinera. Right now, the optical-networking hardware company is selling its next-generation product, the DTN-X. The company isn't recognizing the revenue yet on this product, however, so David thinks the market is underestimating the company. We're happy to wait until the market comes to its senses, so we're adding to our position within the 10-Bagger real-money portfolio.

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David Meier owns shares of Infinera. John Reeves owns shares of Verizon Communications. The Motley Fool owns shares of Infinera. Motley Fool newsletter services recommend Infinera. 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.