Category Archives: Investments

NOTES FROM THE FIELD: Personal Wealth Creation Book Ahead of Schedule

Our new book on creating personal wealth, which is being designed for inclusion in the Intrinsic Value Wealth Report, is ahead of schedule. This book is now  expected to be released in September 2017.

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NOTES FROM THE FIELD: Billionaire Portfolio Release Planned

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 expected to … Continue reading

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NOTES FROM THE FIELD: A New Book For Creating Wealth Planned

A new book on creating personal wealth is being designed for inclusion in the Intrinsic Value Wealth Report. This book is expected to be released in October 2017.

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INVESTMENTS: Are the Best Investors Forgetful or Dead?

A central theme of the Intrinsic Value Wealth Report is that investors should invest in good businesses that are growing – and not pay too much for those businesses. Warren Buffett summed it up as investing in “…the right businesses, … 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 4 – 6, 2016 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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SPECIAL SITUATIONS: Junk Bonds

High yield bonds, also known as junk bonds, may be priced attractively enough at current levels to qualify as what we call a Special Situation. Junk bonds are the debt of companies that are less strong from a financial standpoint … Continue reading

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NOTES FROM THE FIELD: New Posting to Charts for Review and Thought

How do investors view the current market turmoil? An interesting chart link to the AAII Investor Sentiment Survey has been posted today to the Charts for Review and Thought section of the Intrinsic Value Wealth Report. The AAII Investor Sentiment Survey … Continue reading

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Dr. Wendee Attends TNDDA Investment Banking Conference in Palm Beach, Florida

Dr. Wendee attended The National Due Diligence Alliance (TNDDA) investment banking conference, which was held November 13 – 15, 2015 in Palm Beach, Florida. This is a conference held several times throughout the year for investment bankers and registered investment … Continue reading

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NOTES FROM THE FIELD: Work Begun on The Cassandra Stock Selection Model (the “Handbook”)

Work has begun on the book, The Cassandra Stock Selection Model: The Complete Handbook and Guide for Creating Stock Market Wealth. The expected completion date for the book is December 2015.

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NOTES FROM THE FIELD: Cassandra Stock Picking List Released

We are pleased to announce the release of the latest stock picking list from the Cassandra Stock Selection Model. You can use this list as a starting point for picking stocks for your investment portfolio. Due to a great amount of … Continue reading

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