Minutes « Fertile Ambition

December 1, 2007 Minutes

Actions Items Report

How forward are forward P/Es? (DJ)

– uses earnings estimates for the next 4 quarters

Advertising Bubble (DJ)

I think so
threat of an open ad network
yet, so far targeted advertising has been the only viable business model for web apps

Ideas Contest (everyones)

Talk to Zach (Shane)

Wind (Shane)

Agenda/Minutes

Water Resources

Dan’s conference
Whitman Direct Action
- research project
  - cultural, social, religious barriers to implementation of water technology
  - 15 years of failed NGO efforts
  - ex: faucet that resembles a religious object
- conference in India
solar power overseas
- doesn’t need to rely on silicon
- other ways to harness solar (like solar ovens)
microsolar
- is it possible?
- yes, consider solar cells in clothing

Stem Cells from Skin Cells (Shane)

money should be pouring in from the govt
we probably don’t have the knowledge of technology and licensing to benefit much
watch IPOs anyways

Shane’s Options Report

Emerging Markets

human development reports can indicate future prosperity of countries
- indicate where country is on the growth curve
South America
- Chile and Argentina – democracy is taking hold after a period of dictatorship
- overlooked by those focusing on China, India, Brazil?
- Columbian president signed FTA with US
high risk/high reward companies available
timing is key
- countries may show potential, but how soon?
- 20-year prospects not ideal for a quick buck

Subprime Mortgage Crisis

Actions Items for Next Week

Watts Water Technology report (DJ)

Fertile Ambition blog setup (DJ)

Tagging taxonomy (Dan)

Email econ professors about weakening dollar (everyone)

Emerging technologies podcasts and RSS feeds (Dan)

Talk to Zach (Shane)

Wind (Shane)

Posted by djstrouse