COMMENTARY August 11, 2025

Un-Common Sense In An Irrational WorldWe Challenge the Conventional WisdomTM ~

CASSANDRA BILLIONAIRE HEDGE FUND STOCK SELECTION MODEL RE-RELEASED

We are pleased to announce that we are re-releasing our popular Cassandra Billionaire Hedge Fund Stock Selection Model. 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 Cassandra Stock Selection Model. We believe we can add significant value by viewing these holdings through the lens of our proprietary model which seeks to find companies to invest in that are: (1) good companies; (2) that are growing; and, (3) for which we are paying a reasonable or better price.

The Cassandra Stock Selection Model spreadsheet and notes for this Investing with the Billionaires section of the Intrinsic Value Wealth Report Newsletter can be accessed through the Billionaire Portfolios dropdown menus.

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