ICYMI: New Long Idea, Why Netflix is Doomed, Yahoo Finance Interview, Uber Update, & Exec Comp Model Portfolio
Here's what happened at New Constructs this past week
Sam McBride
Sam McBride
Podcast: Why Netflix Is Back in the Danger Zone
CEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: All The Reasons Why Netflix Is Doomed.
Sam McBride
Exec Comp Aligned with ROIC Model Portfolio: August 2019
Platinum Members and higher can access August Executive Compensation Aligned With ROIC Model Portfolio as of Friday, August 15.
Sam McBride
4 Long Ideas That Didn’t Go as Planned
When we write our Long Ideas, we try to anticipate every possible outcome. Nevertheless, sometimes we get things wrong.
Sam McBride
Uber Gives Investors the Worst of Both Worlds
Uber’s slowing growth and mounting losses reaffirm our belief that this stock has no viable path to justifying its valuation.
Sam McBride
Featured Stocks in August’s Most Attractive/Most Dangerous Model Portfolios
20 new stocks make our Most Attractive list this month, and 21 new stocks fall onto the Most Dangerous list this month.
Sam McBride
See Us on Yahoo Finance Talking Tariffs/Uber
Get the truth about these complicated topics on Tuesday, August 13 at 1:15 pm ET, when we join Yahoo Finance’s YFi PM.
Sam McBride
All The Reasons Why Netflix Is Doomed
We’ve been bearish on Netflix for many years, and it seems as if the market is finally catching on to the issues with the business model that we’ve seen all along
Sam McBride
Buy the Dip on This High-Quality Company
Investors are worried about a potential dip in earnings next year while ignoring positive long-term trends.
Sam McBride
Find Attractive Stocks in this Undervalued Industry
The market underestimates the barriers to entry in this industry, and as a result, valuations for many of the companies imply profits will permanently decline.
Sam McBride
More Broken Promises from Tesla
A decrease in investment helps produce positive cash flow in the short-term, but further decreases the chances of the company justifying its valuation over the long-term.
Sam McBride
Netflix’s Original Content Strategy Is Failing
The loss of licensed content, increased competition, and higher prices in the future mean investors should expect more disappointing subscriber numbers going forward.
Sam McBride
This Fund Finds Value by Recognizing the Flaws in Accounting Earnings
This fund's managers look beyond accounting earnings to pick higher quality stocks with cheap valuations.
Sam McBride
This Tech Laggard Is Back in the Danger Zone
This company’s earnings growth is an accounting mirage, its cloud prospects are overhyped, and its valuation implies an unrealistic level of growth.
Sam McBride
Podcast: Why This Tech Firm Is in the Danger Zone
Investment Analyst Sam McBride sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: This Tech Laggard Is Back in the Danger Zone.
Sam McBride
Transitioning Business Model Creates Buying Opportunity
Volatility in the short-term will make this company significantly more profitable in the long-term.
Sam McBride
See Us on Yahoo Finance Talking Change Healthcare’s IPO
We joined Yahoo Finance’s YFi PM on Thursday, June 27 to discuss Change Healthcare’s (CHNG) IPO.
Sam McBride
Danger Zone: Misleading Operating Lease Discount Rates
The new operating lease rule is not perfect. These companies use unusually high discount rates to reduce and, perhaps, understate their reported operating lease burden.
Sam McBride
Disney’s Avengers Spell Endgame for Netflix
Content is king, and Disney’s superior content will help it translate its dominance from the box office to the streaming video world.
Sam McBride
Pre-IPO Coverage: Change Healthcare (CHNG)
This report aims to help investors sort through Change Healthcare’s financial filings to understand the fundamentals and valuation of this IPO.
Sam McBride