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 and David are looking for companies that have the potential to generate incredible performance over time and may even look expensive in the near term. Chipotle and Google are two examples of those types of companies. And Facebook may be an example of that going forward. Among the positions within the 10-Bagger real-money portfolio, InvenSense is a perfect example of a company that observers are calling "too expensive." John and David think that five years from now folks may be looking back and saying, "Hey, that was pretty cheap back then."
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