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earnings season

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 6, 20260Comments

Live Podcast Friday: Is Earnings Season Meeting Expectations?

All are welcome to join us for our next live podcast on Friday, May 8 at 12pm EST.
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
ICYMI
April 17, 20260Comments

ICYMI: New Long Idea, The Answer Key to Beat the Market, Your AI Is Lying to You, The Truth About Earnings Season, Sector Rankings for 2Q26, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of April 13, 2026.
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
ICYMI
April 2, 20260Comments

ICYMI: Earnings Season Warnings: Stocks Most Likely to Beat & Miss, Protection from Rogue AI, The Real Value of Footnotes, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of March 30, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Most Likely to Beat Earnings
April 1, 20260Comments

1Q26 Earnings: Where Street Estimates Are Too Low & Who Should Beat

We’ll show the five S&P 500 companies with understated Street Earnings most likely to beat 1Q26 earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
Likely to Miss Earnings
March 30, 20260Comments

1Q26 Earnings: Where Street Estimates Are Too High & Who Should Miss

We’ll show the five S&P 500 companies with overstated Street Earnings most likely to miss 1Q26 earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
March 13, 20260Comments

ICYMI: New Long Idea, Prescient Danger Zone Picks, Closing Billion $ Loopholes, How Footnotes Warned About A Crash, Expectations Investing Case Study, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of March 9, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
March 6, 20260Comments

ICYMI: New Long Idea, Fade The Dying Tech Stars, Surfacing Truth in Retail Earnings, Discovering Gold in Footnotes Season, #1 Stock Picking, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of March 2, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
January 30, 20260Comments

Watch Our Earnings Recap on Apple, Microsoft, Meta, Tesla, General Motors, Visa and More

How do you know if the Wall Street narratives match the Core Earnings? Is the growth story already reflected in the stock’s valuation?
by Kyle Guske II, Senior Investment Analyst, MBA
January 22, 20260Comments

The 2026 Portfolio Review: Protect your Wealth with our Newest Institutional-Grade Tool

Processing the upcoming wave of financial filings is an enormous undertaking.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
January 16, 20260Comments

ICYMI: New Long Idea, Reserve Your Spot for The 2026 Portfolio Review, 5 Stocks Most Likely to Miss Earnings This Quarter, Focus List Stocks 2025 Performance, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of January 12, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Likely to Miss Earnings
January 9, 20260Comments

4Q25 Earnings: Where Street Estimates Are Too High & Who Should Miss

We’ll show the five S&P 500 companies with overstated Street Earnings most likely to miss 4Q25 earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
Most Likely to Beat Earnings
January 7, 20260Comments

4Q25 Earnings: Where Street Estimates Are Too Low & Who Should Beat

We’ll show the five S&P 500 companies with understated Street Earnings most likely to beat 4Q25 earnings.
by Kyle Guske II, Senior Investment Analyst, MBA
November 21, 20250Comments

Watch Our Earnings Recap on NVIDIA, Walmart, Target, Home Depot, Baidu, Zoom, and More

The companies covered in this week’s Earnings Watch Party sit at the center of today’s most important market narratives.
by Kyle Guske II, Senior Investment Analyst, MBA
November 7, 20250Comments

Watch Our Earnings Recap on AMD, Shopify, McDonald’s, Uber, DoorDash, Pfizer, and More

Who can actually monetize their huge AI investments? Who has real margin durability as rate cuts look less certain and consumer spending tightens?
by Kyle Guske II, Senior Investment Analyst, MBA
October 31, 20250Comments

Watch Our Earnings Recap on Apple, Microsoft, Google, Meta, Eli Lilly, Palantir, and More

The companies that find a way to profit first and the most from AI will be the winners. Let’s see what the data says.
by Kyle Guske II, Senior Investment Analyst, MBA
October 27, 20250Comments

Watch Our Earnings Recap on Netflix, Tesla, Coca-Cola, IBM, AT&T and More

Netflix, Tesla, General Electric, and Coca-Cola have all reported, and their results provide insight into consumer demand, industrial momentum, and pricing strength.
by Kyle Guske II, Senior Investment Analyst, MBA
October 15, 20250Comments

Watch Our Earnings Recap on JPMorgan Chase, Wells Fargo, Goldman Sachs, Citigroup, and More

To sift the truth from the headlines, we hosted our latest Earnings Watch Party of 3Q25 earnings season.
by Kyle Guske II, Senior Investment Analyst, MBA
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