August 12, 20193Comments

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

by Sam McBride

August 9, 20190Comments

ICYMI: New Long Idea, Dangerous Micro-Bubble Stocks, TD Ameritrade Network Interview, & 2Q19 Model Portfolio Performance Updates

Here's what happened at New Constructs this past week.

by Kyle Guske II, Senior Investment Analyst, MBA

August 7, 20190Comments

On TD Ameritrade Network Talking Disney’s Earnings

We joined TDA Network’s Morning Trade Live on August 7 to discuss Disney’s recent earnings.

by Kyle Guske II, Senior Investment Analyst, MBA

July 18, 20190Comments

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.

by Sam McBride

June 26, 20195Comments

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.

by Sam McBride

June 20, 20190Comments

The Real Vision TV Interview: Disney Vs. Netflix

David Trainer sat down with Justine Underhill of Real Vision TV to talk about streaming wars competitors Netflix (NFLX) and Disney (DIS).

by Kyle Guske II, Senior Investment Analyst, MBA

May 28, 20190Comments

Building a Comprehensive System for Valuing Stocks – Seeking Alpha Interview

CEO David Trainer joined Johnathan Liss of Seeking Alpha for an in-depth interview on the history of New Constructs and our stock rating system.

by Kyle Guske II, Senior Investment Analyst, MBA

April 10, 20190Comments

Luckbox Magazine Features Our Analysis on Netflix & Disney

Luckbox Magazine features our research on Netflix (NFLX) and Disney (DIS) in the May 2019 article: “Disney Vs. Netflix: The Battle for Big Media”. Luckbox is a new financial magazine

by Kyle Guske II, Senior Investment Analyst, MBA

March 7, 20194Comments

Loss of Licensed Content Is an Underrated Crisis for Netflix

As legacy media companies pull content, Netflix could lose much of its value to consumers just as the competition heats up.

by Sam McBride

February 13, 20193Comments

Too Many Positive Catalysts to Count for This Media Giant

The expected completion of an acquisition, along with other catalysts, should provide further upward momentum for this stock in 2019.

by Sam McBride

September 19, 20180Comments

Poor Governance Makes These Companies Acquisition Targets

We’re highlighting two companies with poor corporate governance that would be better off selling themselves entirely.

by Sam McBride

November 17, 20170Comments

ICYMI: New Long Idea & Long Idea Updates, Keynote Speaker for St. Louis CFA Society, Proof Is in Performance of Model Portfolios

Here's what happened at New Constructs this past week.

by Kyle Guske II, Senior Investment Analyst, MBA

November 14, 20170Comments

Things Are Looking up for Disney

In our long thesis on Disney in January, we wrote that there were four key catalysts that could help the stock overcome ESPN fears and break out of its rut. After a down year, Disney looks poised to deliver significant returns for shareholders.

by Sam McBride

August 11, 20170Comments

ICYMI: New Long Idea, Disney Bombs Netflix, A Solution for the Duty of Care, CNBC Interview & New Stocks on Model Portfolios

Here's what happened at New Constructs this past week.

by Kyle Guske II, Senior Investment Analyst, MBA

August 11, 20171Comments

Disney Dumps Netflix, And So Should Investors

Investors should capitalize on the opportunity provided by Disney’s streaming service announcement and the market’s overreaction to earnings. Buy into a great company at an attractive valuation (Disney) and sell an overvalued company with holes in its business model (Netflix).

by Sam McBride

January 13, 20170Comments

ICYMI: New Long Idea, Top Stock Picks and Special Offer Inside

New Long Idea, Top Stock Picks and Special Offer Inside

by Kyle Guske II, Senior Investment Analyst, MBA

January 11, 20170Comments

This Media Giant Should Continue Its Dominance in 2017

Warren Buffet’s advice to “be fearful when others are greedy, and be greedy when others are fearful,” presents an interesting conundrum

by Sam McBride

October 26, 20160Comments

The Best Acquisition We’ve Seen in 2016

While we’ve taken issue with many of the large acquisitions in 2016, this deal not only passes the economics test, but also creates a combined firm with a strategic focus on the future.

by Kyle Guske II, Senior Investment Analyst, MBA

April 21, 20160Comments

Beware Profiteers Masquerading As Activists

In this special report, we identify and provide specific examples of the red flags you should be on the lookout for when activist investors begin building a large position in a company.

by Sam McBride

March 16, 20150Comments

Why We’re Bearish on Disney

Watch CEO David Train explain why we're putting a Neutral rating on Disney's stock on CNBC's "Closing Bell."

by Andre Rouillard

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