The following video is part of our "Motley Fool Conversations" series, in which analyst John Reeves and advisor David Meier discuss topics relating to their 10-Bagger portfolio.
Zynga CEO Mark Pincus gave a fascinating interview recently with GamesIndustry International. He said he wants to build a platform for the next generation of gaming: social and mobile. That's intriguing. When he talks about platforms, it reminds John and David of Amazon.com and eBay, two retailing platforms that attract lots of people and activity. Zynga got its start by hooking into the Facebook platform, so there's a great deal of knowledge and experience that it can use to grow. Users continue to flock to Zynga's games in much the way people continue to use Pandora's platform to listen to their favorite music. What Pincus is saying really resonates with what John and David are looking for in their portfolio. He's looking to build a transformational technology and is certainly very passionate about what he wants to do. The key, however, is whether Zynga can find ways to grab some of the value that it's creating for gamers and deliver it to shareholders.
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The article Is Zynga a Potential 10-Bagger? originally appeared on Fool.com.
John Reeves and David Meier have no positions in the stocks mentioned above. The Motley Fool owns shares of Amazon.com and Facebook. Motley Fool newsletter services recommend Amazon.com and eBay. 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.