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Long Idea

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
Long Idea
March 25, 20260Comments

The Picks-and-Shovels Play for an Oil Supply Crisis

This company offers Attractive risk/reward in an industry with long-term growth prospects.
by Joseph Noko
ICYMI
March 20, 20260Comments

ICYMI: New Long Idea, Super Stocks Summit 2026, How Footnotes Reveal The Truth, People’s Choice Earnings Watch Party, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of March 16, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
March 18, 20260Comments

Fueling Up on Quality Assets

As the company expands its asset base to capture future growth opportunities, it continues to provide Attractive Risk/Reward.
by Daniel Oliveira
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
Long Idea
March 11, 20260Comments

A Best-in-Class Protein Producer Hidden in Plain Sight

We see an expectations investing opportunity if the company achieves anything close to its historical growth rates.
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
Long Idea
March 4, 20260Comments

This Fertilizer Firm Farms Profits in Any Season

Cost advantages, combined with centrally located assets, drive industry-leading returns on invested capital (ROIC).
by Joseph Noko
ICYMI
February 27, 20260Comments

ICYMI: New Long Idea, The Worst is Yet to Come for AI, Core Earnings Index Origin Story from our Live Podcast, Finding Gold in Footnotes Season, Earnings Watch Party Insights, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of February 23, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
February 25, 20260Comments

Energy Demand Isn’t Going Away, But This Opportunity Might

This business has room to grow and return cash to shareholders. Yet, the stock remains undervalued.
by Daniel Oliveira
ICYMI
February 20, 20260Comments

ICYMI: New Long Idea, The $500+ Billion Accounting Trick Crushing Cash Flows, Position Your Portfolio for The Great Rotation, Earnings Watch Party Insights, Free Stock Pick, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of February 16, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
February 18, 20260Comments

From Blueprints to Bullish Outlook

Despite some near-term uncertainty, long-term tailwinds should support years of profit growth.
by Daniel Oliveira
ICYMI
February 13, 20260Comments

ICYMI: New Long Idea, Earnings Watch Party, AI Podcast with David Trainer, Best & Worst ETFs & Mutual Funds in 1Q26, Model Portfolio Updates & More

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

Ideas Dinner – Pro & Institutional Only Webinar – February 17 at 3:00 CT

Our next private Ideas Dinner meeting will be Tuesday, February 17 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
February 11, 20260Comments

Soaring With the Wings of Growing Prosperity

The best opportunities arise when strong profits and growth prospects collide with low expectations.
by Joseph Noko
« Older Articles Newer Articles »

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