~ Un-Common Sense In An Irrational World: We Challenge the Conventional WisdomTM ~
NEW CROWDFUNDING INVESTMENT IDEAS ADDED
The Intrinsic Value Wealth Report Newsletter, as part of our goal to bring new and unique investment ideas to our subscribers, searches for crowdfunding and other early-stage company investment ideas. You can find these investment ideas in the Crowdfunding Research Report section of the newsletter.
We have added several new companies lately to our list of crowdfunding ideas. You can find them here.
~ Un-Common Sense In An Irrational World: We Challenge the Conventional WisdomTM ~
SAFE ON SOCIAL, POWERED BY CTRL+SHFT,ADDED AS A SPONSOR
Safe on Social, powered by Ctrl+Shft, is a social impact and technology company positioned to transform how schools, organizations and communities identify, understand and manage harmful digital behavior. The Company has initially deployed its expertise and technology where the social need is most urgent, and where the human, operational and financial consequences of unmanaged online harm are highest. Specifically, it is addressing the critical visibility gap that exists between digital activity, emerging behavioral risk and the point at which that risk becomes a reportable incident, safety failure or legal liability.
For more information on the Company and its solutions, please contact Will Anstee at will@safeonsocial.com or visit safeonsocial.com and ctrlshft.global.
~ Un-Common Sense In An Irrational World: We Challenge the Conventional WisdomTM ~
DR. PAUL WENDEE IS AT FREEDOMFEST
Just a short note to let everyone know that I am at FreedomFest this week (through Saturday). If you are here in Las Vegas at FreedomFest, please reach out to me on my cell phone, 949-246-1694, and we can meet up.
~ Un-Common Sense In An Irrational World: We Challenge the Conventional WisdomTM ~
FREEDOMFEST AGENDA IS LIVE – REGISTER BEFORE PRICES INCREASE JULY 1
Subject: FreedomFest Agenda Is Live — Register Before Prices Increase July 1 – See the full agenda, reserve your hotel, and save before rates increase.
Dear Friend,
FreedomFest is almost here—and the full agenda has just been published.
If you’ve been waiting to see the complete lineup before making your decision, now is the time.
You can now visit freedomfest.com/agenda to explore the full list of speakers, session titles, dates, and times for FreedomFest “Think Independent” July 8-11 at Caesars Forum Las Vegas..
And if you’re interested in investing, markets, entrepreneurship, and financial freedom, this year’s program is especially strong.
The Global Financial Summit Runs Every Day
One of the most valuable parts of FreedomFest is the Global Financial Summit, taking place throughout the conference.
You’ll hear timely insights from some of the world’s top financial minds on markets, investing, wealth-building, precious metals, cryptocurrency, entrepreneurship, economic trends, and the future of freedom.
For investors and business owners, this is not just a conference—it’s a chance to gather ideas, evaluate opportunities, and meet face-to-face with experts and organizations you may not encounter anywhere else.
Meet Financial Organizations in the Tradeshow for Liberty
FreedomFest also features the Tradeshow for Liberty exhibit hall, where you can connect directly with financial companies, investment organizations, entrepreneurs, media groups, authors, and liberty-focused businesses.
It’s one of the best places to discover new ideas, build relationships, and have real conversations with people who care about markets, freedom, and the future of America.
Important Deadlines: Hotel and Pricing
You can technically register for FreedomFest as late as when you arrive in Las Vegas—though we do not recommend waiting that long.
The bigger issue is your hotel. But you’re in luck!
FreedomFest’s exclusive room block at Harrah’s Las Vegas has been extended to Thursday, June 25. That gives you just enough time to reserve a discounted room, including a reduced resort fee of only $20 per day instead of the usual $60 per day.
If you plan to attend, please do not delay in booking your room.
And there’s another important deadline:
FreedomFest moves into Tier Three pricing on July 1. That is the full last-minute rate, and prices will increase by $200.
As a member of the Intrinsic Value Wealth Report Newsletter community, you can also take an extra $100 off select passes with discount code:
FreedomFest brings together investors, entrepreneurs, authors, economists, business leaders, and independent thinkers for four days of ideas, strategy, networking, and real-world opportunities.
This year’s theme is Think Independent, and with America’s 250th anniversary approaching, there may never be a more meaningful year to attend.
Review the full agenda here: freedomfest.com/agenda
Then register before the July 1 price increase and use code VALUE100 to save an additional $100 on select passes.
FreedomFest 2026 July 8–11, 2026 Caesars Forum · Las Vegas
P.S. The agenda is now live, the hotel deadline is Thursday, June 25, and registration prices increase by $200 on July 1. Use code VALUE100 to save an extra $100 on select passes before rates go up.
~ Un-Common Sense In An Irrational World: We Challenge the Conventional WisdomTM ~
TCA VENTURE GROUP INLAND EMPIRE INVITATION TO INVESTORS
We here at the Intrinsic Value Wealth Report Newsletter aim to seek opportunities for our readers. That commitment goes beyond identifying markets; it extends to connecting you with networks, insights, and communities where opportunity is actively being shaped.
One such opportunity is TCA Venture Group (formerly, Tech Coast Angels). TCA Venture Group is a nationally-recognized network of investors, entrepreneurs, and industry leaders at the forefront of early-stage innovation. It has been consistently ranked among the top five angel investment groups in the United States. This network is characterized by curated deal flow, strategic insight, and a peer-level investor community.
As our Inland Empire chapter of TCA Venture Group, TCA-IE, continues to grow, we are seeking individuals who are interested in learning more about TCA Venture Group and considering membership. With both in-person and virtual membership options available, engagement is not limited by geography; members can participate from across the country and around the world.
If this opportunity aligns with your interests, please reach out to Dr. Paul M. Wendee, President of TCA Ventures Inland Empire, to learn more and explore. Paul can be contacted at pwendee@pmwassoc.com or 949-246-1694.
~ Un-Common Sense In An Irrational World: We Challenge the Conventional WisdomTM ~
CARING CLOSURES INTERNATIONAL / SAFE RX® ADDED AS A SPONSOR
Caring Closures International, through its pharmacy subsidiary Safe Rx, has developed and patented the nation’s first locking prescription vial (LPV®) purpose-built for pharmacy dispensing of controlled substances. The Company was formed to close a regulatory blind spot that has fueled the opioid epidemic for decades: DEA-mandated security ends at the pharmacy counter, and 75% of post-pharmacy drug diversion originates from uncontrolled access to medication in the home.
Safe Rx’s award-winning LPV® addresses this directly with a 4-digit PIN-secured locking medication vial with 10,000 possible combinations, tamper-evident features, e-prescribing and billing integration, and a certified senior-friendly design validated at a 90% pass rate with no hand strength required. Protected by 15 issued patents with a 16x cost advantage over the nearest consumer alternative, the LPV® is the only solution of its kind designed for pharmacy dispensing workflow and is used in both prevention and recovery treatment. Clinical studies have demonstrated a 100% reduction in missing medication, a 3.8x increase in patient awareness of medication risk, and reductions in the top three barriers to patient enrollment in medication-assisted treatment, the gold standard for opioid use disorder treatment that carries a 78% patient accessibility gap in the US.
Safe Rx enters the market at a moment of acute and worsening national need from both public health and economic perspectives. 70% of teen misuse is sourced from home medicine cabinets, and children aged 5 and younger visit the ER every seven minutes from a drug or supplement poisoning. The annual cost to US employers of prescription misuse is $467 billion, and the healthcare system bears approximately $24 billion annually from excess cost of care.
With its scalable, capital-light pharmacy innovation platform including over 350 customers in multiple segments, a federal customer now expanded agency-wide, and 3 statewide opioid programs underway, Safe Rx is an up-and-coming pharmacy innovation leader poised to solve major public health problems and generate significant savings for multiple stakeholders in the US healthcare system and economy.
Please also see Caring Closures Sponsor page on the Intrinsic Value Wealth Report Newsletter for more information.
~ Un-Common Sense In An Irrational World: We Challenge the Conventional WisdomTM ~
Subject: Kelsey Grammer Headlines FreedomFest 2026 + Save $100
Dear Friend,
Every year, FreedomFest brings together some of the most influential voices in business, investing, entrepreneurship, and culture. Past celebrity guests have included William Shatner, George Foreman, Kevin O’Leary, John Cleese, Mike Rowe, and Ice-T.
Today, we’re excited to announce our 2026 celebrity keynote guest:
Kelsey Grammer — Best Known as “Frasier”
As an award-winning actor whose career spans television, film, and Broadway, Kelsey Grammer has earned six Emmy Awards, three Golden Globes, and a SAG Award. Beyond entertainment, he has become an outspoken advocate for American history, civic engagement, and the principles that have made the United States a beacon of opportunity and innovation.
His appearance couldn’t be more fitting.
FreedomFest 2026’s theme is Think Independent, and this year’s gathering coincides with the 250th anniversary of the Declaration of Independence—a milestone that reminds us how powerful ideas can shape nations, economies, and generations.
Why This Matters to Investors, Entrepreneurs & Business Leaders
Entrepreneurship is one of the purest expressions of independent thinking. It’s where ideas become reality, risks become opportunities, and individuals create value that improves the lives of others.
That’s why FreedomFest isn’t just a conference—it’s a gathering of investors, founders, business owners, advisors, innovators, and independent thinkers who are actively building the future.
This year, attendees will experience:
• The Principled Business Pitch Competition, showcasing emerging companies and visionary founders
• An expanded Entrepreneurship & Innovation Pavilion featuring businesses advancing freedom through practical solutions
• High-value networking opportunities with entrepreneurs, investors, and business leaders
• Special sessions focused on investing, wealth creation, innovation, and financial independence
Featured Voices in Business & Wealth Creation
Alongside Kelsey Grammer, you’ll hear from an outstanding lineup of leaders and innovators, including:
Steve Forbes • John Mackey • Sharon Lechter • Patrick Byrne • Marc Lichtenfeld • Jeff Berwick • Chad Thevenot • Alexander McCobin
One session you won’t want to miss is Sharon Lechter’s presentation on “Exit Rich,” sharing practical strategies for building enterprise value, maximizing wealth, and creating successful business exits.
Kelsey Grammer’s Special Appearance
Kelsey will join FreedomFest for an exclusive main-stage interview with Alexander McCobin, where he’ll discuss his career, his vision for America, and the importance of preserving the principles that have shaped our nation’s success.
Attendees will also have opportunities to participate in special VIP experiences, including a luncheon discussion and a private meet-and-greet reception.
This year, Kelsey launched The American Revelation Foundation, an organization dedicated to helping Americans rediscover the stories, principles, and ideas that shaped the nation. His work aligns perfectly with FreedomFest’s mission of encouraging independent thinking and informed citizenship.
A 250th Anniversary Worth Celebrating
FreedomFest begins on July 8—the very day the Declaration of Independence was first publicly read in 1776.
As we celebrate America’s 250th birthday, we’ll explore not only the ideas that created the most prosperous nation in history, but also the entrepreneurial spirit, innovation, and wealth creation that continue to drive progress today.
Exclusive Offer for the Intrinsic Value Wealth Community
As a friend of the Intrinsic Value Wealth Report, you can receive $100 off your registration.
There are many conferences that discuss freedom, markets, and opportunity. FreedomFest is where those ideas come together with the people actively building businesses, creating wealth, and shaping the future.
We hope you’ll join us in Las Vegas.
July 8–11, 2026 Caesars Forum | Las Vegas
In liberty,
Mark Skousen Founder & Producer FreedomFest 2026: “Think Independent”
P.S. Use code VALUE100 when registering to save $100 on your pass.
~ Un-Common Sense In An Irrational World: We Challenge the Conventional WisdomTM ~
SPACE X IPO UPDATE: For the Investors in Pre-IPO Shares of SpaceX That We Own in the Northwest Quadrant Alternative Investments Venture Fund, LLC and For Other Interested Investors
SpaceX will be launching its IPO on Friday. We are told that the IPO is 4x oversubscribed, which is very bullish for our holding of SpaceX shares in the Northwest Quadrant Alternative Investments Venture Fund, LLC.
Here is an update on the IPO. Click to watch this video. There is also a link to the Prospectus for more info. https://spacexipo.com/
INVITATION TO JOIN: The Northwest Quadrant Alternative Investments Venture Fund, LLC is a private investment fund managed by Dr. Paul M. Wendee. We consider our investors in the fund to be partners in our quest to build wealth by utilizing Dr. Wendee’s extensive network and proprietary investment tools and research to find investment opportunities. Dr. Wendee started the fund with the initial investment and will continue to invest alongside the investors in the fund. We invite other investors to join us as we grow the fund. Interested investors wishing to join us on our wealth-building quest should contact Dr. Paul Wendee at pwendee@pmwassoc.com.
~ Un-Common Sense In An Irrational World: We Challenge the Conventional WisdomTM ~
BLOOMBERG NEWS VIDEO UPDATE ON THE SPACEX IPO: For the Investors in Pre-IPO Shares of SpaceX That We Own in the Northwest Quadrant Alternative Investments Venture Fund, LLC and For Other Interested Investors
INVITATION TO JOIN: The Northwest Quadrant Alternative Investments Venture Fund, LLC is a private investment fund managed by Dr. Paul M. Wendee. We consider our investors in the fund to be partners in our quest to build wealth by utilizing Dr. Wendee’s extensive network and proprietary investment tools and research to find investment opportunities. Dr. Wendee started the fund with the initial investment and will continue to invest alongside the investors in the fund. We invite other investors to join us as we grow the fund. Interested investors wishing to join us on our wealth-building quest should contact Dr. Paul Wendee at pwendee@pmwassoc.com.
~ Un-Common Sense In An Irrational World: We Challenge the Conventional WisdomTM ~
OUR FIRM WAS AN EARLY PIONEER IN MULTIFACTOR INVESTING WITH OUR CASSANDRA STOCK SELECTION MODELTM
Introduction
We are bringing our award-winning Cassandra Stock Selection ModelTM back to the Intrinsic Value Wealth Report Newsletter and for use in selecting stocks for our Northwest Quadrant Alternative Investments Venture Fund, LLC. We have a number of stocks that our model has identified for further analysis. We are putting these stocks through our extensive equity research and analysis framework and will be releasing our first stock picks soon.
Background
Our firm was an early pioneer in the development and use of quantitative, multifactor investment models with our Cassandra Stock Selection ModelTM, which we developed and deployed in 1994. It is a quantitative equity model which stems from the quantitative revolution that swept institutional asset management during the late 1980s and 1990s. Our model is designed to identify undervalued, high-quality companies by scoring stocks across five core criteria:
Valuation: Measures if a stock is cheap relative to its fundamentals.
Quality: Assesses the strength, stability, and profitability of the company.
Growth: Looks for positive trends in earnings and cash flow.
Momentum: Evaluates recent price performance and market sentiment.
Capital Discipline: Analyzes management’s efficiency in deploying capital.
These distinct dimensions allow us to systematically screen global equity markets for potential Alpha generation, although we focus mainly on the US markets.
Our original 5-factor scoring system, which has evolved to include more factors than the original five, has allowed us to grade every stock in our investment universe on a standardized scale, creating a highly disciplined, risk-managed pipeline for stock selection.
The specific pillars used by our firm in the Cassandra Stock Selection ModelTM (Valuation, Quality, Growth, Momentum, and Capital Discipline) are virtually identical to the modern, standardized quantitative factor models used by institutional giants today. Firms like BlackRock, MSCI, and Vanguard deploy these exact metrics under the umbrella of “Smart Beta” or “Factor Tilting” strategies.
The Cassandra Stock Selection Model’sTM genesis can be traced through three core operational and historical drivers:
1. The Multi-Factor Revolution
Before multifactor models, institutional investing relied heavily on the Capital Asset Pricing Model (CAPM), which assumed a stock’s risk and return were driven almost entirely by one factor: its relationship to the broader market (Beta).
When academic research in the late 20th century proved that standard Beta could not fully explain why certain stocks outperformed, quantitative shops began building multi-variable frameworks. Institutions began building their models to capture a holistic snapshot of market anomalies that a single metric would miss.
2. Blending “Quants” with Fundamental Research
Unlike pure academic models that relied strictly on raw price and size data, many institutional models, including our Cassandra Stock Selection ModelTM, were engineered as Alpha-generating tools for active portfolio managers. We and others wanted a system that reflected how a human analyst evaluates a company, but scaled systematically across thousands of global stocks.
We achieved this by dividing our five factors (now more than five factors) into two distinct operational categories:
Market Sentiment Factors:Value and Momentum were used to time entry points and avoid “value traps” (cheap companies whose stock prices keep falling or stay the same).
Corporate Health Factors:Quality, Growth, and Capital Discipline acted as fundamental sanity checks to ensure the business was highly profitable, efficiently run, and growing sustainably.
3. The Institutional Mandate
Many institutions deployed this type of model primarily to manage large-cap institutional equity portfolios, pension funds, and endowments. Institutional clients required a repeatable, disciplined process that removed human emotion from the equation.
In addition to the factors discussed above, our Cassadra Stock Selection ModelTM has a small-cap and medium-cap emphasis, based on academic research by Fama and French (Fama & French, 1992, 2015) and others. What this means is that our model concentrates on the small and medium capitalization stocks in the US equity markets.
To summarize our approach, the four main factor categories we use in the Cassandra Stock Selection ModelTM are:
Size Orientation – Small-cap and Mid-Cap
Investment Style – Value
Persistence – Momentum
Corporate Health Factors: Quality, Growth, and Capital Discipline
Track Record
Our Cassandra Stock Selection ModelTM has produced excellent performance results over time. We will discuss these results in more detail in a future post. For now, you can access our track record at our Track Record study.
Summary/Conclusion
The Cassandra Stock Selection Model™ reflects our firm’s long-standing commitment to disciplined, research-driven, multifactor investing. Since its development in 1994, the model has combined quantitative screening with fundamental investment judgment to identify undervalued, high-quality companies with attractive growth, momentum, and capital discipline characteristics. While the model has evolved beyond its original five-factor framework, its core philosophy remains the same: use a systematic, risk-managed process to uncover potential Alpha opportunities, with a particular emphasis on small- and mid-cap stocks. As we bring the Cassandra Stock Selection ModelTM back into the Intrinsic Value Wealth Report Newsletter and apply it to our current investment selection process, we believe it provides a powerful foundation for identifying stocks worthy of deeper research and analysis.
References
Fama, E. F., & French, K. R. (1992). The cross-section of exptected stck returns. The Journal of Finance, 47(2), 427-465.
Fama, E. F., & French, K. R. (2015). A five-factor asset pricing model. Journal of Financial Economics, 116, 1-22.
