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Long Idea

Long Idea
May 28, 20250Comments

This Fund Sees Through Accounting Flaws

Identifying companies' true economic earnings and free cash flows, beyond misleading accounting figures, is key to uncovering real value.
by Hakan Salt, Associate Investment Analyst
ICYMI
May 23, 20250Comments

ICYMI: New Long Idea, New Danger Zone Pick, FREE Stock Pick, Earnings Watch Replay, $2.5 Million For Clients This Footnotes Season, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of May 19, 2025.
by Hakan Salt, Associate Investment Analyst
Long Idea
May 21, 20250Comments

Good Data, Good Investment

Our mission is to provide clear, accessible, and fundamentally sound research to help you cut through the noise.
by Hakan Salt, Associate Investment Analyst
ICYMI
May 16, 20250Comments

ICYMI: New Long Idea, New Danger Zone Pick, Two FREE Stock Picks, Earnings Watch Replay, Focus List Update, Position Updates, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of May 12, 2025.
by Hakan Salt, Associate Investment Analyst
Long Idea
May 14, 20250Comments

Heavy-Duty Profits and Low Expectations

Our mission is to bring transparency and proper diligence to fundamental research to help investors pick better stocks.
by Hakan Salt, Associate Investment Analyst
ICYMI
May 9, 20250Comments

ICYMI: New Long Idea, New Danger Zone Pick, Two FREE Stock Picks, Earnings Watch Replay, #1-Ranked Stock Picker Again, Focus List Update, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of May 5, 2025.
by Hakan Salt, Associate Investment Analyst
Long Idea
May 7, 20250Comments

Building Value: A Stock For All Seasons

Despite an uncertain housing outlook in the short-term, our thesis remains intact, and the stock remains undervalued.
by Hakan Salt, Associate Investment Analyst
May 7, 20250Comments

Position Close Update: Footwear Giant Being Acquired

As a result of the acquisition announcement, we’re closing this Long Idea.
by Hakan Salt, Associate Investment Analyst
ICYMI
May 2, 20250Comments

ICYMI: New Long Idea, New Danger Zone Pick, FREE Stock Pick Just for Readers, The Latest Earnings Watch Parties, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of April 28, 2025.
by Hakan Salt, Associate Investment Analyst
Long Idea
April 30, 20250Comments

No Beef with Growing Profits

Opportunities to buy quality businesses at undervalued prices are rising given the disconnect between past performance and future expectations.
by Hakan Salt, Associate Investment Analyst
ICYMI
April 25, 20250Comments

ICYMI: New Long Idea, FREE Stock Pick, Earnings Watch Parties are Back!, How to Find & Avoid the Best and Worst Sector & Style Funds, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of April 21, 2025.
by Hakan Salt, Associate Investment Analyst
Long Idea
April 23, 20250Comments

Defensive Stock with 8%+ Yield and Strong Upside Potential

Our research delivers unrivaled diligence and enables you to block out the noise and focus on the true earnings and valuation of companies.
by Hakan Salt, Associate Investment Analyst
ICYMI
April 17, 20250Comments

ICYMI: New Long Idea, New Danger Zone, Focus List Stocks Outperformed in 1Q25, Best & Worst Sector Funds, Style Rankings for 2Q25, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of April 14, 2025.
by Hakan Salt, Associate Investment Analyst
April 17, 20250Comments

Position Close Update: No Place to Find Value

This stock no longer provide the same risk/reward as when we first made it a Long Idea. April 2025 update.
by Hakan Salt, Associate Investment Analyst
April 16, 20250Comments

A Very Attractive-Rated Mutual Fund for a Turbulent Market

After scouring our database of ~7,600+ ETFs and mutual funds, we found a Very Attractive-rated fund that successfully picks good companies at good prices while charging below average fees.
by Hakan Salt, Associate Investment Analyst
April 11, 20250Comments

ICYMI: New Long Idea, The Zombie Stocks List is Back!, Focus Lists Outperformed in 1Q25, Let’s Talk Long Ideas Webinar Next Week, Free Stock Picks & More

Here's what happened at New Constructs during the week of April 7, 2025.
by Hakan Salt, Associate Investment Analyst
Long Idea
April 9, 20250Comments

Profitability and Growth at a 50% Discount

We firmly believe that the best way to navigate a volatile market is to do your diligence.
by Hakan Salt, Associate Investment Analyst
April 8, 20250Comments

Let’s Talk Long Ideas – Pro & Institutional Only Webinar – April 15 at 3:00 CT

Our next private Let’s Talk Long Ideas meeting will be Tuesday, April 15 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
April 4, 20250Comments

ICYMI: Red Flags on Klarna’s IPO, New Long Idea, New Danger Zone, #1-Ranked Stock Picker Again, $2.1 Million Value from Footnotes Season, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of March 31, 2025.
by Hakan Salt, Associate Investment Analyst
April 2, 20250Comments

Weather The Storm and Find The Rainbow

While the media fans the flames of panic, we’re calmly finding the best stocks in the market.
by Hakan Salt, Associate Investment Analyst
« Older Articles Newer Articles »

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