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ICYMI

In Case You Missed It

ICYMI
November 12, 20210Comments

ICYMI: Two Long Idea Updates, Rivian Is Even More Dangerous After IPO Pop, an Overvalued Events Stock, Position Close Update, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
November 5, 20210Comments

ICYMI: Long Idea Update, Quantifying the Crazy in TSLA and Rivian, More Stock Picking Accolades, 3Q21 Model Portfolio Performance & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
October 29, 20210Comments

ICYMI: 3 Long Ideas, Facebook’s Bail to the Metaverse, DWAC Insanity, Media Features, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
October 22, 20210Comments

ICYMI: New Long Idea, Rivian’s IPO Won’t Deliver, a Misleading Mutual Fund, 4Q21 Style Ratings, the Best & Worst ETFs & Mutual Funds in 4Q21, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
October 15, 20210Comments

ICYMI: A Good Income Fund, GitLab Is Even More Dangerous, Historically Low Write-Downs in 2021, 4Q21 Sector Ratings & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
October 8, 20210Comments

ICYMI: New Long Idea, a Dangerous Fintech Stock, GitLab’s Overpriced IPO, Where Street EPS Estimates Are Most Wrong, #1-Ranked Stock Picking, and Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
October 1, 20210Comments

ICYMI: New Long Idea, Allbird’s Sky-High Valuation, Looming Market Threats, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
September 24, 20210Comments

ICYMI: New Long Idea, Street Earnings Overstated by 60%+, New IPO Reports, Podcast: How Earnings Distortion Generates Novel Alpha & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
September 17, 20210Comments

ICYMI: Novel Alpha from Earnings Distortion, Street Earnings Are 70% Too Low, Position Close Updates, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
September 10, 20210Comments

ICYMI: Warby Parker’s Direct Listing, High ROICs But Bad Stocks, Finalist for 2 Wealthies FinTech Awards, Growing Our Global Coverage & Where GameStop & Interest Rates Are Headed

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
September 3, 20210Comments

ICYMI: 2Q21 Fundamental Trends in our All Cap Index & Sectors, Stock Picking Accolades and Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
August 27, 20210Comments

ICYMI: 2Q21 Fundamental Trends in the S&P 500 & Sectors, The First New Value Factor in 25 Years, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
August 20, 20210Comments

ICYMI: The NEW Value Factor, Good and Bad Stocks Post 2Q21 Earnings, CNBC: Fundamentals Still Matter, Importance of Sticking to Your Convictions, Position Close Updates, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
August 13, 20210Comments

ICYMI: The Good, Bad and Ugly from 2Q21 Earnings, COIN Is Still Overvalued, Position Close Updates, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
August 6, 20210Comments

ICYMI: 3 Stocks to Love and 3 to Avoid After 2Q21 Earnings, Will the Bull Market Crash, China Risks, Featured Stocks & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
July 30, 20210Comments

ICYMI: Robinhood’s Poor Performance is No Shock, Three Long Ideas Post Earnings, Yahoo Finance & Bloomberg TV Interviews, #1 Ranked Stock Picker & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
July 23, 20210Comments

ICYMI: Robinhood IPO Is a Bad Bet, Get Better Credit Ratings, the Best & Worst ETFs & Mutual Funds in 3Q21, Position Close Updates, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
July 16, 20210Comments

ICYMI: 2Q21 Earnings Beat & Miss Picks, Robinhood IPO Warnings, 2Q21 Bank Earnings, Better Data Creates Better Credit Ratings, 3Q21 Style & Sector Ratings & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
July 9, 20210Comments

ICYMI: DiDi and Krispy Kreme Both Struggle Post-IPO, Our Data Creates Superior Credit Ratings, Featured Stocks & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
ICYMI
July 2, 20210Comments

ICYMI: DiDi Global & Krispy Kreme Are Both Overvalued, Get Better Debt to Capital Ratings, Closing a Danger Zone Pick, & Model Portfolio Updates

Here's what happened at New Constructs this past week.
by Matt Shuler, Investment Analyst II
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