Category Archives: Notes From The Field

FOCUS LIST: New Focus List Stock Added

Posted on April 19, 2017 by Dr. Paul M. Wendee

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

Posted on April 19, 2017 by Dr. Paul M. Wendee

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

Posted on March 14, 2017 by Dr. Paul M. Wendee

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

Posted on February 25, 2017 by Dr. Paul M. 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

Posted on January 11, 2017 by Dr. Paul M. Wendee

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

Posted on December 15, 2016 by Dr. Paul M. Wendee

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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NOTES FROM THE FIELD: Small Business and Entrepreneurship Startup Weekend Announcement

Posted on November 8, 2016 by Dr. Paul M. Wendee

All subscribers are invited to attend with Dr. Paul Wendee the Startup Weekend event November 18 -20, 2016. If you have a small business or entrepreneurial venture, or have ever wanted to explore starting one, this is the event for … Continue reading →

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

Posted on October 8, 2016 by Dr. Paul M. Wendee

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

Posted on September 25, 2016 by Dr. Paul M. Wendee

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

Posted on September 20, 2016 by Dr. Paul M. Wendee

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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