Investing in the Future

2013 Mensa AGDallas/Ft. Worth

Twitter: @JHLINDE

Part One

6 Emerging Technologies to Watch

Part One 6 Emerging Technologies to Watch

Three Criteria:

Currently exist in some form Transformational Likely to become multi-billion dollar

businesses within the next 10-20 years

#1 Three-Dimensional Printing

Math in 3D

3D Printer + 3D Scanner = 3D Photocopier

3D Scanner + Internet +3D Printer = 3D Fax

What Can You REALLY do?

3D printing Ecosystem

3D Printer Manufacturers 3D Systems Corp (DDD), Stratasys (SSYS)

3D Scanners Faro (FARO), Microsoft (MSFT), Align

(ALGN)Design Software

Dassault Systems (DASTY), Parametric Technology (PMTC), AutoDesk (ADSK), Trimble (TRMB)

#2 Regenerative Healthcare

Regenerative Healthcare Companies

3D Bioprinting, Bioreactors Organovo (ONVO), Harvard Biosciences

(HBIO)

Stem Cell Research Mesoblast (MBLTY), Atherysys (ATHX),

Osiris Therapeutics (OSIR)

Cell Therapy

#3 OLEDs

OLEDs Everywhere

OLEDs

Displays Samsung , Sharp, LG, Sony and Dupont

(DD) Lighting

Phillips Materials

Universal Display Systems (PANL)

#4 Robotics

#4 Who’s Who in Robotics Industrial Robotics

Kuka (Germany), Fanuc (Japan), Adept (ADEP) Defense Contractors

Boeing, General Dynamics (GD), Northrup Grumman (NOC), Raytheon (RTN), Aerovironment (AVAV)

Consumer iRobot (IRBT)

Medical Intuitive Surgical (ISRG), Accuray (ARAY)

Agriculture John Deer (DE)

#5 The Internet of Things

#5 M2M Ecosystem

Internet Infrastructure Cisco (CSCO), Qualcomm (QCOM)

Wireless Carriers AT&T (T), Sprint (S), Verizon (VZ), Rogers (RCI)

Cloud Computing Companies Google (GOOG), Amazon (AMZN), Rackspace (RAX)

Equipment Suppliers CalAmp (CAMP), Sierra Wireless (SWIR)

Hybrid Hardware/Service Motorola Solutions (MSI), ADT (ADT), Honeywell

(HON), Gemalto (GTOMY), General Electric (GE)

#6 Graphene

A Modern Miracle Material

Super-strongSuper-conductiveAnti-corrosivePhoto-voltaicAnti-bacterialWater filteringSelf-coolingDoubles lithium-ion battery life

A Small World for Graphene

Graphite Mining Northern Graphite (FCSMF) Focus Graphite (NGPHF)

Manufacturing CVD Equipment Corp (CVV)

Part TwoOpportunity Meets Reality

Find Ideas Here:

ShapingTomorrow.com TechnologyReview.com Wired.com ScienceDaily.com/news NewScientist.com Spectrum.ieee.org FutureLeap.com

What themes keep reappearing? How are they related? What is the ecosystem?

Riding the Gartner Hype Cycle

Riding the Gartner Hype Cycle

Riding the Gartner Hype Cycle

Convergence Investing

Strategic Foresight (where to invest?)

Fundamental Analysis (what to buy?)

Technical Analysis (when to do it?)

Strategic Foresight

Keep a Scanning Journal Diigo, Shaping Tomorrow, OneNote,

Scoop.it Develop relationships with people

who have similar interests Blogs, Twitter, Google+, World Future

Society Draw Mind Maps of how emerging

trends fit together Inspiration, Visio (or a big piece of

paper!)

Fundamental Analysis

Get the facts Yahoo Finance, Value Line, Reuters Quarterly and annual reports, investor

presentations What is the Price/Earnings multiple?

Is the company expensive or cheap relative to historic P/E multiples? Relative to competitors?

3 yr. Earnings Growth/ (P/E) > 1 Look for the “pure plays”

Technical Analysis

Newton’s 1st Law of Motion An object in motion remains in motion,

and at a constant velocity, unless acted upon by a force.

Jim Lee’s 1st Law of Momentum For investments, rising prices are a good

thing, but too much price momentum is a problem.

The Perfect Entry?

The Perfect Entry?

The Perfect Entry?

The Recipe

Find trends, technologies, and themes that you get excited about.

Buy reasonably-priced stocks that are going up.

Sell expensive stocks are going down

What Excites You?

Email to jlee@stratfi.com Twitter @jhlinde Read more at

www.resilience-economics.com www.stratfi.com www.wfs.org

Thank you!

Disclosures

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As of July 1, 2013, the advisor held shares of the following in his own account and/or those of his clients: DDD, SSYS, CAMP, GOOG, CVV, , DE, CHGI, NGC, FCSMF.