Warren Buffett knew it from the beginning. The secret to great gains in the stock market is pairing your money with superior businesses that are able to reinvest their profits at high rates of return. Pretty simple, right?

The problem is that by the time most investors have identified a great business (by the time everyone can agree that a business is, indeed, great), that business has already reached its full potential or is in already in a state of decline. This presents a pretty significant dilemma for investors.

The trick for investors is to spend just as much time analyzing a company's existing greatness as they do gazing out into the future and analyzing its forward potential: its market opportunity. (If they don't, who's to say whether a company can fulfill that second crucial part of Buffett's instructions?)

What's the difference between a company like Netflix (Nasdaq: NFLX) and a company like Crocs (Nasdaq: CROX)? It's all market opportunity. Listen in as analyst Nick Kapur analyzes these two companies and presents his case on paying attention to the potential:

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