CEO David Trainer joined Tobias Carlisle, founder and principal of Acquirers Fund, on the Acquirer’s Podcast. Topics discussed include:

  • The reason for founding New Constructs
  • Why Wall Street largely ignores fundamentals
  • Bias and manipulation in reported earnings
  • Using machine learning to analyze financial filings, especially footnotes
  • Core earnings, earnings distortion, and what they reveal about the market
Listen to the Acquirer's Podcast

Get more information of the topics above by reading these articles:

  1. Beware Footnote Mischief
  2. Novel Database is Better at Measuring and Predicting Core Earnings and Stock Prices
  3. Consensus Earnings Are Wrong & How Much Is It Costing You?
  4. Big Tech Leads Decline in Core Earnings
  5. Earnings Distortion Analysis Reveals Opportunity in Defensive Sectors

You can read all our research here. Learn more about any of the metrics, methodologies, and calculations mentioned in the podcast by visiting our Education section here.

This article originally published on January 7, 2020.

Disclosure: David Trainer, Kyle Guske II, and Sam McBride receive no compensation to write about any specific stock, sector, style, or theme.

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