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Long Idea

ICYMI
June 5, 20260Comments

ICYMI: New Long Idea, 5 Straight Years of #1-Ranked Stock Picking, Disrupting Wall Street’s Game, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of June 1, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 3, 20260Comments

Mandatory Demand Meets Rock-Bottom Expectations

The disconnect between business fundamentals and stock valuation provides Very Attractive Risk/Reward.
by Andrew Prochnow
ICYMI
May 29, 20260Comments

ICYMI: New Long Idea, Exposing Wall Street Manipulation, Separating Earnings Opportunity from Narrative, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of May 25, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
May 27, 20260Comments

Profits for the Long Haul

We’re here to remind investors that more upside potential remains in this winning Long Idea.
by Daniel Oliveira
ICYMI
May 22, 20260Comments

ICYMI: Pre-IPO Report on SpaceX’s Otherworldly Valuation, New Long Idea, A Falling Knife, The Secrets of the #1 Stock Picker, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of May 18, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
May 20, 20260Comments

Drilling for Bargains

The disconnect between business fundamentals and stock valuation provide Very Attractive Risk/Reward.
by Joseph Noko
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
ICYMI
May 15, 20260Comments

ICYMI: New Core Earnings Leaders, AI Cash Burn Outs, Get an Edge with Expectations Investing, See What Sets Us Apart, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of May 11, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
May 8, 20260Comments

ICYMI: New Long Idea, Core Earnings Test Failures, #1-Ranked Stock Picker for 59 Straight Months, Why Stocks Fall After Earnings Beats, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of May 4, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
May 6, 20260Comments

Starved Supply Feeds Strong Profit Growth

These combined forces create a favorable backdrop for producers with scale and cost advantages.
by Daniel Oliveira
ICYMI
May 1, 20260Comments

ICYMI: New Long Idea and Danger Zone Pick, Takeaways from the FinSights Showcase in Vegas, AI Talk at Kellogg, Best & Worst ETFs & Mutual Funds in 2Q26, Model Portfolio Updates & More

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

Separating Energy Sector Winners from Losers

Maximize allocation to good stocks in the sector, minimize allocation to bad stocks, and tap into larger macro tailwinds.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
April 24, 20260Comments

ICYMI: New Long Idea, AI is Designed to Lie To You, FinSights Showcase at Google Cloud Next, Style Rankings for 2Q26, Model Portfolio Updates & More

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

The Last Refiner Standing

Despite peer-leading profitability and long run tailwinds, the stock is priced as if profits will permanently fall.
by Joseph Noko
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
Long Idea
April 15, 20260Comments

Pipe Dreams Coming True

We’re here to remind investors that more upside potential remains in this stock.
by Daniel Oliveira
ICYMI
April 10, 20260Comments

ICYMI: New Long Idea, Zombie Stock Death, Get Free Access to the AI & Investing Class at Harvard Business School this week, #1-Ranked Stock Picker for 58 months, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of April 6, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
April 10, 20260Comments

Closing Long Ideas That No Longer Provide Quality Risk/Reward

We review our Long Ideas to ensure they still present the quality risk/reward we want to offer clients.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
April 8, 20260Comments

Building Safety in an Increasingly Dangerous World

This company offers Very Attractive risk/reward in a steadily growing industry.
by Andrew Prochnow
ICYMI
March 27, 20260Comments

ICYMI: New Long Idea, AI Is Killing These Companies, The Most Expensive Stocks in the Market, New Reverse DCF Model Features, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of March 23, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
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