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 just got back from a conference where he heard that the "companies that win will be the ones that use big data in ways that let them act more human." Zappos and Pandora are examples of companies that have been able to do this. John and David then discuss some of their portfolio holdings, and how those companies utilize ever-increasing amounts of data to improve their customers' experiences.
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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 Amazon.com, Facebook, LinkedIn, and TripAdvisor. Motley Fool newsletter services recommend Amazon.com, LinkedIn, and TripAdvisor. 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.