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June 19, 20260Comments

The IPO Melt Up: How Smart Investors Use AI to Find Abnormal Investment Opportunities

Our ratings system was built for exactly this kind of environment - to identify the real opportunities and traps.
by Kyle Guske II, Senior Investment Analyst, MBA
June 15, 20260Comments

Watch the Replay: Quantifying the Expectations in SpaceX’s Valuation

We much prefer to answer the question: what expectations for future profit growth are baked into SpaceX’s valuation?
by Kyle Guske II, Senior Investment Analyst, MBA
May 27, 20260Comments

Watch Our Earnings Recap: Winners & Losers from NVIDIA, Walmart, Home Depot, Ross Stores, Target, and More

Beneath the headlines, expectations are dangerously high in many stocks.
by Kyle Guske II, Senior Investment Analyst, MBA
May 20, 20260Comments

Revealing the Secrets of the #1 Stock Picker

Before a single Long Idea is ever published at New Constructs, it undergoes a process that experts and business school professors want to understand.
by Kyle Guske II, Senior Investment Analyst, MBA
May 15, 20260Comments

Watch Our Earnings Recap: Analyzing Expectations for Cisco, Cerebras, Applied Materials, Petrobras, Brookfield, and More

Stock prices reflect a specific set of cash flow expectations not explained by quarterly EPS.
by Kyle Guske II, Senior Investment Analyst, MBA
May 8, 20260Comments

Watch Our Recap: Earnings from Advanced Micro Devices, Palantir, Shopify, McDonalds, Disney, Uber, and More

Are “good” results good enough to meet the high expectations priced into certain stocks?
by Kyle Guske II, Senior Investment Analyst, MBA
May 1, 20260Comments

Watch Our Recap: Earnings from Alphabet, Apple, Microsoft, Amazon, Meta, Booking, Coca-Cola, and More

The headlines were very positive and for good reason. This market is strong, but there are chinks in the armor.
by Kyle Guske II, Senior Investment Analyst, MBA
April 21, 20260Comments

Your AI Is Lying To You: Watch our Special Alert on AI Danger Podcast

Most investors are experimenting with AI but very few realize the risk. Because sometimes, AI doesn’t just get things wrong. It makes things up.
by Kyle Guske II, Senior Investment Analyst, MBA
April 17, 20260Comments

Watch Our Recap: Earnings from JPMorgan Chase, Netflix, Taiwan Semiconductor, Goldman Sachs, and More

In our latest Earnings Watch Party, we analyzed the Core Earnings of some of the biggest names in the market.
by Kyle Guske II, Senior Investment Analyst, MBA
April 16, 20260Comments

Buy This, Not That: The Answer Key to Beat the Market in 2026

The gap between what the market believes and what the data supports is where a lot of the opportunity lives.
by Kyle Guske II, Senior Investment Analyst, MBA
April 13, 20260Comments

How AI Will Transform Investing – Monthly Podcast with David Trainer and Kyle Guske II

April 2026's Monthly Podcast replay is now live in our online community.
by Kyle Guske II, Senior Investment Analyst, MBA
March 27, 20260Comments

Watch The Most Expensive Stocks In the Market: A Tale of Two Strategies

Anyone can chase what’s popular. Very few can separate what’s priced for perfection from what’s actually worth owning.
by Kyle Guske II, Senior Investment Analyst, MBA
March 20, 20260Comments

Watch Our First-Ever People’s Choice Earnings Watch Party

Instead of us picking the stocks… We let you decide.
by Kyle Guske II, Senior Investment Analyst, MBA
March 19, 20260Comments

The Super Stocks Summit 2026

Every year, there's a small window that most investors don't know exists.
by Kyle Guske II, Senior Investment Analyst, MBA
March 13, 20260Comments

Quantifying Expectations and Earnings Watch Party – Monthly Podcast with David Trainer and Kyle Guske II

March 2026's Monthly Podcast replay is now live in our online community.
by Kyle Guske II, Senior Investment Analyst, MBA
March 6, 20260Comments

Watch Our Recap: FinSights Is Back! and Earnings from AutoZone, Target, Best Buy, Costco, Broadcom, and More

Are these businesses generating stronger Core Earnings or just managing the narrative so they avoid the AI-apocalypse?
by Kyle Guske II, Senior Investment Analyst, MBA
February 27, 20260Comments

Watch Our Recap on Earnings from Home Depot, NVIDIA, Salesforce Intuit, and Much More

Paying attention to Core Earnings can make or break your portfolio.
by Kyle Guske II, Senior Investment Analyst, MBA
February 27, 20260Comments

Core Earnings Leaders Index in a Volatile Market | Monthly Podcast with David Trainer and Kyle Guske II

February 2026's Monthly Podcast replay is now live in our online community.
by Kyle Guske II, Senior Investment Analyst, MBA
February 20, 20260Comments

The Great Rotation of 2026: Why the Easy AI Trade Is Over & Where Smart Money Is Moving Now

When Wall Street finally catches on to what we're showing you now, the rotation will already be priced in.
by Kyle Guske II, Senior Investment Analyst, MBA
February 20, 20260Comments

Watch Our Recap on AI’s $500B Cash Flow Bomb and Earnings from Booking, Carvana, DoorDash, Walmart, and More

If you care about earnings season, our Core Earnings framework changes how you see reported results.
by Kyle Guske II, Senior Investment Analyst, MBA
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