Category Archives: Investments

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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NOTES FROM THE FIELD: Center for Global Business Research to Launch New Research Lab “FIVE”- Headed by Dr. Paul Wendee

The Center for Global Research, a part of the School of Advanced Studies at the University of Phoenix, will be launching the FIVE research lab early next month. The FIVE research lab – that is (Applied) Finance, (Enterprise) Value Creation, … Continue reading

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INVESTMENTS: 2017 Financial Planning Goals

Now that we have begun the New Year, it is time to start thinking about some financial planning steps we can take to increase our wealth. I wrote a short workbook on this subject entitled, Four Easy and Powerful Steps … Continue reading

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Economics: New Economics Dashboard Added to Book #6

A new section, Dr. Wendee’s Economics Dashboard,  has been added to Book #6 – Simple and Effective Economic Forecasting. The economics dashboard contains several key variables of macroeconomics and is presented so that one can gain a quick understanding of … Continue reading

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Dr. Wendee Attends TNDDA Investment Banking Conference in Atlanta, Georgia

Dr. Wendee attended The National Due Diligence Alliance (TNDDA) investment banking conference, which was held November 11 – 13, 2016 in Atlanta, Georgia. This is a conference held several times throughout the year for investment bankers and registered investment advisers … Continue reading

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NOTES FROM THE FIELD: New Introduction Video Added to Book #9

A short cartoon video introducing the wealth building strategy in Book #9, Four Easy and Powerful Steps To Building Wealth, has been added to the book. To view this short video on how to get started building wealth using the book, … Continue reading

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INVESTMENTS: Billionaire Portfolio Released

The Cassandra Billionaire Hedge Fund Stock Selection Model is a listing of portfolio holdings held by some of the top hedge fund managers in the world. We have taken this listing of hedge fund holdings and run it through the … Continue reading

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INVESTMENTS: Personal Wealth Creation Book Released

The Intrinsic Value Wealth Report is proud to announce the release of its newest book, Four Easy and Powerful Steps to Building Wealth. This will be book #9 in the series of books in the Intrinsic Value Wealth Report. It is … Continue reading

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NOTES FROM THE FIELD: Cassandra Model Automation Algorithm Completed

Our proprietary stock picking model, which we call Cassandra, has now been fully automated. A special algorithm has been created to fully automate the model. All together, our model uses thousands of variables and calculations, and hundreds of iterations, to … Continue reading

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NOTES FROM THE FIELD: Billionaire Portfolio Ahead of Schedule

Work is being done on creating a Billionaire’s Portfolio to be included in the Intrinsic Value Wealth Report. The Billionaire’s Portfolio will consist of portfolio holdings of some of the largest hedge funds in the world. The Billionaire’s Portfolio is ahead of … Continue reading

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