Category Archives: Notes From The Field

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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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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NOTES FROM THE FIELD: Dr. Wendee Judges at First Robotics Competition

Dr. Wendee was a judge at the First Robotics competition in Orange County March 31 – April 1, 2016. First Robotics is a program for high school students which is designed to foster creative thinking in the sciences and engineering; … 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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NOTES FROM THE FIELD: What’s So Negative (or Positive!) About Negative Interest Rates?

With most of the world’s economies in the doldrums, the central banks of many countries have instituted, or are considering instituting, a policy of negative interest rates. Even Fed chief Janet Yellen, of the US Federal Reserve, has said that … Continue reading

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NOTES FROM THE FIELD: Original “Review and Outlook” Issues Added

The Review and Outlook was published by Dr. Paul M. Wendee for a short period of time at a national investment banking firm some years ago. In many respects, the Review and Outlook was the predecessor to the Intrinsic Value … 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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