This is a client presentation from 2006. The challenge was to find a publicly traded company whose products were based on novel materials, preferably nanotech, that was in the Alternative Energy space, preferably Solar. It was to be bought and held for 3 years, and there was no risk management (options) available. While the capital was patient, they really did want to see returns in 6 months.
This stock was selected in June 2006 at $9. As of today (10/22/09) it's $31.
The analysis I used began with understanding the available scientific scopes for nanotech solar materials, then performing both traditional financial and novel social analysis.
At the time, I found nothing undervalued -- particularly to the point it would be a 3 year buy-and-hold. I expanded the scientific realm to include all novel materials in the alternative energy field in order to find this home run.