Tag Archives: bank accounts

NOTES FROM THE FIELD: New Print Edition of IVWR

We are pleased to provide you with the first print edition of the Intrinsic Value Wealth Report. Click on IVWR Newsletter to access the report. The Intrinsic Value Wealth Report has been published since February 2012 as an online newsletter. … Continue reading

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NOTES FROM THE FIELD: Cassandra Stock Selection Model Candidate List Updated

We have updated the Cassandra Stock Selection Model Candidate List. Click the Cassandra Stock Selection Model Candidate List link to see the new stock candidate list. The Cassandra Stock Selection Model Candidate List spreadsheet and notes can be accessed by the links above. A good way … Continue reading

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Dr. Wendee Attends TNDDA Investment Banking Conference in Tucson, Arizona

Dr. Wendee attended The National Due Diligence Alliance (TNDDA) investment banking conference, which was held July 21 – 23, 2017 in Tucson, AZ. This is a conference held several times throughout the year for investment bankers and registered investment advisers … Continue reading

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Dr. Wendee Tells Audience at FreedomFest 2017 How To Construct a Quantitative Value Stock Picking Model

Dr. Wendee spoke at FreedomFest again this year. The topic of his talk was The Cassandra Strategy to Find Undervalued Stocks. Dr. Wendee told the audience of about fifty people how Quantitative Value Investing works and how to construct one’s … Continue reading

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Dr. Wendee Attended Grounded Theory Institute

Dr. Wendee attended Dr. Barney Glaser’s Grounded Theory Seminar in Mill Valley, California from June 20, 2017 through June 23, 2017. Dr. Glaser is the Co-Originator of the Grounded Theory Research Methodology and the Founder of the Grounded Theory Institute. … Continue reading

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NOTES FROM THE FIELD: Cassandra Stock Selection Model Candidate List Updated

We have updated the Cassandra Stock Selection Model Candidate List. Click the Cassandra Stock Selection Model Candidate List link to see the new stock candidate list. The Cassandra Stock Selection Model Candidate List spreadsheet and notes can be accessed by the links above. A … Continue reading

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NOTES FROM THE FIELD: The Cassandra Model: “Quant Lite”

The Wall Street Journal has been running a series of articles on the rise of the “quants” on Wall Street and how Wall Street is being run by the quants. There definitely does indeed seem to be a more recent … Continue reading

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FOCUS LIST: New Focus List Stock Added

We have added a new stock position to the Focus List. Click the Focus List link to see the new stock position and the entire current Focus List. The Cassandra Stock Selection Model Focus List spreadsheet and notes can be … Continue reading

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Dr. Wendee Judges at the UC Riverside Grad Slam 2017 Event

Dr. Wendee was a judge at the UC Riverside Graduate Division GradSuccess Grad Slam 2017 event which was held at UC Riverside, April 17, 2017. Grad Slam is an important professional development opportunity for UCR graduate students. It provides the graduate … Continue reading

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Dr. Wendee Attends TNDDA Investment Banking Conference in Houston, Texas

Dr. Wendee attended The National Due Diligence Alliance (TNDDA) investment banking conference, which was held March 10 – 12, 2017 in Houston, Texas. This is a conference held several times throughout the year for investment bankers and registered investment advisers … Continue reading

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