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 utilise ever-increasing amounts of data to improve their customers' experiences.
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A version of this article, written by John Reeves & David Meier, originally appeared on fool.com