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Long Idea

ICYMI
September 18, 20260Comments

ICYMI: New Long Idea, A Trap in Plain Sight, Get the 3-Second Signal, Model Portfolio Updates, & More

Here's what happened at New Constructs during the week of September 14, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
September 16, 20260Comments

Class Is Full, and This Educator Owns the Waiting List

A supply crunch is occurring at a time when demand is rising, and that gap will only increase over the next decade.
by Joseph Noko
ICYMI
September 11, 20260Comments

ICYMI: New Long Idea, The Biggest Mistake Investors Make with AI, Free Stock Picks and AI Red Flags, Ideas Dinner Next Week, #1 Ranked Stock Picking & More

Here's what happened at New Constructs during the week of September 7, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
September 9, 20260Comments

Collecting Tolls, Not Risks

After another strong earnings report, investors may be wondering, does this stock still offer upside?
by Daniel Oliveira
ICYMI
September 4, 20260Comments

ICYMI: New Long Idea, Holdings Analysis Reveals Hidden Danger, #1 Ranked Stock Picker Again, How We’re Disrupting Investment Research, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of August 31, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
September 2, 20260Comments

Cheap Seats, Prime-Time Ratings

When tens of millions of people tune in at the exact same moment, advertisers will pay handsomely to be in the room.
by Daniel Oliveira
ICYMI
August 28, 20260Comments

ICYMI: New Long Idea, Avoid the Falling Knife, News vs Noise in the AI Trade, The Value of Footnotes, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of August 24, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
August 26, 20260Comments

Tires Pay the Bills, Batteries Drive the Growth

We see upside in this stock because its valuation implies the business has no profit growth in its future.
by Joseph Noko
ICYMI
August 21, 20260Comments

ICYMI: New Long Idea, Exploit Wall Street’s AI Blind Spot, AI’s Cash Incinerator Exposed, Economic Reality Check, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of August 17, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
August 19, 20260Comments

This Stock’s Vital Signs Point to More Upside

The underlying business is best-in-class and poised to profit from an aging population for years to come.
by Daniel Oliveira
ICYMI
August 14, 20260Comments

ICYMI: New Long Idea, Failed the Core Earnings Test, What AI Earnings Tell Us About the Next Market Move, Upcoming Ideas Dinner, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of August 10, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
August 12, 20260Comments

Defending The Future

The disconnect between the company’s fundamentals and its valuation provides Very Attractive Risk/Reward.
by Andrew Prochnow
ICYMI
July 31, 20260Comments

ICYMI: New Long Idea, AI’s Model Is Busted, Free Earnings Watch: Market Heavyweights, Style Rankings for 3Q26, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of July 27, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
July 29, 20260Comments

Shifting Into High Gear

With the proven ability to generate profits in good and bad times, this stock remains undervalued.
by Daniel Oliveira
ICYMI
July 24, 20260Comments

ICYMI: New Long Idea, An IPO Rip-off, Free Earnings Watch: The Reality Behind Earnings Season Bluster, Sector & Style Rankings for 3Q26, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of July 20, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
July 22, 20260Comments

The Data Moat Investors Continue to Miss

We’re here to remind investors this stock remains undervalued and still provides Very Attractive risk/reward.
by Daniel Oliveira
ICYMI
July 17, 20260Comments

ICYMI: New Long Idea, Get Your $2 Million Edge, The Truth About the First Week of Earnings Season, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of July 13, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
July 15, 20260Comments

The Winner From Refining Scarcity

It’s no secret that structural global supply constraints and a secular decline in total refining capacity continue to act as powerful tailwinds.
by Daniel Oliveira
ICYMI
July 2, 20260Comments

ICYMI: Get FinSights AI Now, New Long Idea, New Community Space, Why This Fund Isn’t Cleared for Takeoff, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of June 29, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
July 2, 20260Comments

All of the Bakken’s Cash, None of Its Price Risk

This model drives consistent profit growth, and the business operates more profitably than its peers.
by Joseph Noko
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