We are April’s #1 ranked stock picker in Healthcare per SumZero Rankings. SumZero is a highly exclusive buy-side only community with over 12,000 pre-screened managers/contributors.
As a member of New Constructs, you get these ideas before we post them to SumZero. Samples of some top-performing ideas are below:
- TrueCar Inc. (TRUE) – short – down 60% since publishing in August 2017
- Spirit AeroSystems (SPR) – long – up 49% since publishing in June 2017
- Valeant Pharmaceuticals (VRX, since changed to BHC) – short – down 45% when position closed in May 2017
- Winmark Corp (WINA) – long – up 41% since publishing in October 2017
- National Research Corp (NRC) – long – up 38% when position closed in May 2018
This article originally published on April 8, 2019.
Disclosure: David Trainer, Kyle Guske II, and Sam McBride receive no compensation to write about any specific stock, style, or theme.