Skip to content
New Constructs
  • Get Access
    • Professional Investors
    • Institutional Investors
    • Quantitative Investors
    • Research Reports & Model Portfolios
    • Individual Investors
    • Newsletter
  • Solutions
    • Indices
    • Stock Ratings
    • Credit Ratings
    • Sector Ratings
    • ETF & Mutual Fund Ratings
    • Earnings Distortion Scores
    • Model Portfolios
    • Long & Short Idea Research
    • Macro Fundamental Research
    • Portfolio Tracking & Alert Emails
    • Screening Tools
    • API
    • Excel Add-In
    • Company Models
    • Marked-Up SEC Filings
    • Research Blog
    • Fundamental Data Products
      • Core Earnings & Earnings Distortion
      • Reported Fundamentals
      • Proprietary Adjusted Fundamentals
      • Value Screens/Metrics
      • Enhanced Value Screens/Metrics
  • Blog
  • Community
    • Online Community Forum
      • Join our Online Community
    • Live Video Podcast (Free)
    • Let’s Talk Long Ideas (Members Only)
    • YouTube Channel
    • Education
      • Free Training Sessions
      • Value Investing 2.0
      • Metrics Definitions
      • Rating Methodologies
      • Accounting Loopholes
      • FASB Tracker
      • Company Models
  • Company
    • About Us
    • Customer Testimonials
    • Partnerships
    • Papers & Case Studies
      • Proven-Superior Models
      • Proven-Superior Stock Ratings
      • Novel Alpha in our Proprietary Data
    • Robo-Analyst Technology
    • News & Media Coverage
    • Stock Picking Accolades
    • Careers
  • Members

Long Idea

March 12, 20250Comments

Let’s Talk Long Ideas – Pro & Institutional Only Webinar – Mar 18 at 3:00 CT

Our next private Let’s Talk Long Ideas meeting will be Tuesday, March 18 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
March 7, 20250Comments

Subject: ICYMI: New Long Idea, Free Stock Pick, #1-Ranked Stock Picker Again, Hidden Profits Discovered In the Footnotes, Earnings Watch Party Replays, & Model Portfolio Updates

Here's what happened at New Constructs during the week of March 3, 2025.
by Hakan Salt, Associate Investment Analyst
Long Idea
March 5, 20250Comments

Running To New Heights

The market hasn't realized the strength of this business yet and its stock remains undervalued.
by Hakan Salt, Associate Investment Analyst
ICYMI
February 28, 20250Comments

ICYMI: New Long Idea, Free Stock Pick, The Shocking Truth Behind SPOT’s Valuation, Uncovering Hidden Profits During 10-K Filing Season, Earnings Watch Party Replays, & Model Portfolio Updates

Here's what happened at New Constructs during the week of February 24, 2025.
by Hakan Salt, Associate Investment Analyst
February 27, 20250Comments

A Healthy Business

Even after outpacing the overall market, this company remains a strong business and Very Attractive stock.
by Hakan Salt, Associate Investment Analyst
Danger Zone Podcast
February 24, 20250Comments

Podcast: Why Investors Ignoring This Fund are in the Danger Zone

Senior Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Manning & Napier Disciplined Value Series Fund (MDVWX).
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
February 21, 20250Comments

ICYMI: New Long Idea, Three Free Stock Picks, Earnings Watch Party Replays, & Model Portfolio Updates

Here's what happened at New Constructs during the week of February 17, 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
February 19, 20250Comments

Quality Yield Backed by Strong Cash Flows in a Volatile Market

We found a fund that successfully picks stocks with quality free cash flows while charging below-average fees.
by Hakan Salt, Associate Investment Analyst
ICYMI
February 14, 20250Comments

ICYMI: Long Idea Update, Free Stock Pick, Video: Amazon’s Shocking Valuation, Earnings Watch Party Replays, Model Portfolio Performance in 2024, & Model Portfolio Updates

Here's what happened at New Constructs during the week of February 10, 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
February 14, 20250Comments

Building A Successful Enterprise

We expect this company to benefit from a market that allocates value more efficiently and awards the businesses and stocks that can create the most shareholder value.
by Hakan Salt, Associate Investment Analyst
February 11, 20250Comments

Let’s Talk Long Ideas – Pro & Institutional Only Webinar – Feb 18 at 3:00 CT

Our next private Let’s Talk Long Ideas meeting will be Tuesday, February 18 at 3pm CT. Register now.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
February 7, 20250Comments

ICYMI: Long Idea Update, Free Stock Pick, Deep Dive on a Quantum Computing Stock, Three Earnings Watch Replays, #1-Ranked Stock Picker on SumZero Again, & Model Portfolio Updates

Here's what happened at New Constructs during the week of February 3, 2025.
by Hakan Salt, Associate Investment Analyst
Long Idea
February 6, 20250Comments

Front Seat to Profitability

This company has a quality business with strong profits and its stock remains undervalued.
by Hakan Salt, Associate Investment Analyst
ICYMI
January 31, 20250Comments

ICYMI: New Long Idea Update, Free Stock Pick, New E-Letters from David Trainer, How to Find the Best and Avoid the Worst ETFs & Mutual Funds in 1Q25, & Model Portfolio Updates

Here's what happened at New Constructs during the week of January 27, 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
January 30, 20250Comments

Unshakable Foundation

There are not many good stocks left in the market these days. This week’s Long Idea is one of those few.
by Hakan Salt, Associate Investment Analyst
ICYMI
January 24, 20250Comments

ICYMI: New Long Idea Update, Two Free Stock Picks, Best and Worst Style ETFs & Mutual Funds in 1Q25, & Model Portfolio Updates

Here's what happened at New Constructs during the week of January 20, 2025.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
January 23, 20250Comments

Royal Stock

The market isn’t fully appreciating the strength of this business and its stock remains undervalued.
by Hakan Salt, Associate Investment Analyst
ICYMI
January 17, 20250Comments

ICYMI: New Long Idea Update, New Danger Zone Update, Best and Worst Sector ETFs & Mutual Funds in 1Q25, & Model Portfolio Updates

Here's what happened at New Constructs during the week of January 13, 2025.
by Hakan Salt, Associate Investment Analyst
Long Idea
January 16, 20250Comments

Backbone Of Our Future

The market has failed to recognize the strong cash flow generation of the business.
by Hakan Salt, Associate Investment Analyst
December 13, 20240Comments

Let’s Talk Long Ideas – Pro & Institutional Only Webinar – Dec 19 at 5:00 ET

We’re hosting another exclusive live show on Thursday, December 19th at 5:00pm ET.
by Kyle Guske II, Senior Investment Analyst, MBA
« Older Articles Newer Articles »

Search

  • Free Trainings & Earnings Watch Parties
  • David Trainer’s E-Letters
  • —
  • Long Ideas
  • Danger Zone (Sell/short ideas)
  • IPO Research
  • Footnotes Season Finds
  • —
  • Stock Picking Awards & Media Features
  • Testimonials
  • General Market Comments
  • —
  • Model Portfolios
  • – Focus List Stocks: Long
  • – Focus List Stocks: Short
  • – Most Attractive Stocks
  • – Most Dangerous Stocks
  • – Best & Worst ETFs & Mutual Funds by Sector
  • – Best & Worst ETFs & Mutual Funds by Style
  • – Exec Comp Aligned With ROIC
  • – Safest Dividend Yields
  • – Dividend Growth Stocks
  • – Model Portfolio Performance
  • —
  • — Training & Education —
  • How To Use Our Site
  • Join Our Online Community
  • Investing 101
  • Backtest Data Details & Case Studies
  • Accounting Rule Changes
  • ROIC Drives Equity Valuation
  • – Enterprise Value Optimization
  • DOL Fiduciary Regulation
  • M&A Analysis
  • Fundamental Macro Trends & Sector Fundamentals
  • Machine Learning & AI for Smarter Investing
  • —
  • Company Report Index
  • – Tesla (TSLA) – 26 reports
  • – Netflix (NFLX) – 24 reports
  • – General Motors (GM) – 15 reports
  • – Snap (SNAP) – 14 reports
  • – Carvana (CVNA) – 11 reports
  • – Disney (DIS) – 10 reports
  • – Intel Corporation (INTC) – 10 reports
  • – Wayfair (W) – 11 reports
  • – Uber (UBER) – 10 reports
  • – Beyond Meat (BYND) – 10 reports
  • – Spotify (SPOT) – 9 reports
  • – Walmart (WMT) – 9 reports
  • – DoorDash (DASH) – 9 reports
  • – Peloton (PTON) – 9 reports
  • – Skechers USA (SKX) – 9 reports
  • – JPMorgan (JPM) – 8 reports
  • – Rivian Automotive (RIVN) – 8 reports
  • – Target (TGT) – 7 reports
  • – Coinbase (COIN) – 7 reports
  • – Oracle (ORCL) – 7 reports
  • – McDonald’s Corporation (MCD) – 7 reports
  • – HCA Healthcare (HCA) – 7 reports
  • – Discover Financial (DFS) – 7 reports
  • – AutoZone (AZO) – 7 reports
  • – Shake Shack (SHAK) – 7 reports
  • – D.R. Horton (DHI) – 7 reports
  • – Meritage Homes (MTH) – 7 reports
  • – Allison Transmission Holdings (ALSN) – 7 reports
  • – Valeant (VRX) – 6 reports
  • – Cracker Barrel (CBRL) – 6 reports
  • – Best Buy (BBY) – 6 reports
  • – Amazon (AMZN) – 6 reports
  • – Verizon Communications (VZ) – 6 reports
  • – GameStop (GME) – 6 reports
  • – Cisco Systems (CSCO) – 6 reports
  • – Alphabet (GOOGL) – 6 reports
  • – Colgate-Palmolive (CL) – 6 reports
  • – Southwest Airlines (LUV) – 6 reports
  • – Ford (F) – 6 reports
  • – NVR Inc. (NVR) – 6 reports
  • – Affirm Holdings (AFRM) – 6 reports
  • – Amgen (AMGN) – 6 reports
  • – John B. Sanfilippo & Son (JBSS) – 5 reports
  • – SYSCO Corporation (SYY) – 5 reports
  • – Zendesk (ZEN) – 5 reports
  • – Johnson & Johnson (JNJ) – 5 reports
  • – Lam Research Corp (LRCX) – 5 reports
  • – Lear Corp (LEA) – 5 reports
  • – Universal Health Services (UHS) – 5 reports
  • – HF Sinclair (DINO) – 5 reports
  • – Omnicom Group (OMC) – 5 reports
  • – Allstate (ALL) – 5 reports
  • – Dropbox (DBX) – 5 reports
  • – Robinhood Markets (HOOD) – 5 reports
  • – Sweetgreen (SG) – 5 reports
  • – Microsoft (MSFT) – 4 reports
  • – Caterpillar (CAT) – 4 reports
  • – TrueCar (TRUE) – 4 reports
  • – Kimberly-Clark (KMB) – 4 reports
  • – Simon Property Group (SPG) – 4 reports
  • – Thor Industries (THO) – 4 reports
  • – Box, Inc. (BOX) – 4 reports
  • – Pinterest (PINS) – 4 reports
  • – Shopify (SHOP) – 4 reports
  • – MasTec Inc. (MTZ) – 4 reports
  • – AMC Entertainment (AMC) – 4 reports
  • – Eventbrite (EB) – 4 reports
  • – Equinix (EQIX) – 3 reports
  • – Cummins (CMI) – 3 reports

About Us Testimonials In the News Support Careers General Legal Documentation
Copyright 2025 New Constructs, LLC All Rights Reserved
Registration on or use of this site constitutes acknowledgement of our Disclosures and Disclaimers and acceptance of our Terms of Use and Privacy Policy.