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 transformational companies for their 10-Bagger real-money portfolio. These companies might be ones that are creating disruptive technologies or ones that are changing themselves or the world for the better. David feels that Jive Software and Netflix are two examples of transformational companies. And MAKO Surgical, which is already a holding of the 10-Bagger portfolio, is another great example. This type of company can be risky. But devoting a portion of your portfolio to game-changing companies can be a very rewarding strategy.

John and David both feel that LinkedIn is yet another potential transformational company. For more analysis of this growing social media leader, have a look at our new report "Forget Facebook -- Here's the Tech IPO You Should Be Buying," which details a much better social media stock that has a longer runway for growth than Facebook. The report won't be available forever, so click here to get access today -- it's totally free.

David Meier has no positions in the stocks mentioned above. John Reeves has no positions in the stocks mentioned above. The Motley Fool owns shares of MAKO Surgical and Netflix. Motley Fool newsletter services recommend MAKO Surgical , Netflix, and Stratasys. 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.