January 30, 20250CommentsWatch our Earnings Recap on Microsoft, Meta, and TeslaDavid Trainer breaks down the earnings reports of Microsoft, Meta, and Tesla in real-time. by David Trainer, Founder & CEO
June 29, 20220CommentsCompetitive Advantages Portend Continued Profit GrowthThis stock offers investors significant long-term upside based on its strong sales team and extensive product offerings. by Matt Shuler, Investment Analyst II
May 9, 20220CommentsData Centers Are DinosaursBulls have long argued that data center operators, given their ties to data usage and the internet, deserve premium valuations. We disagree. by Kyle Guske II, Senior Investment Analyst, MBA
May 9, 20220CommentsPodcast: Why These Data Center Operators Are in The Danger ZoneCEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Commodities Trading Like Tech Stocks. by Kyle Guske II, Senior Investment Analyst, MBA
April 20, 20220CommentsMicrosoft Corporation (MSFT) – 4 reportsSee all our reports on Microsoft Corporation. by Kyle Guske II, Senior Investment Analyst, MBA
January 7, 20220CommentsBack to the Fundamentals – CNBCWe joined CNBC’s Power Lunch to discuss how Fed policy is driving investors out of speculative stocks and more. by Kyle Guske II, Senior Investment Analyst, MBA
November 5, 20210CommentsICYMI: Long Idea Update, Quantifying the Crazy in TSLA and Rivian, More Stock Picking Accolades, 3Q21 Model Portfolio Performance & Model Portfolio UpdatesHere's what happened at New Constructs this past week. by Kyle Guske II, Senior Investment Analyst, MBA
November 3, 20210CommentsThe Incumbent Advantage Creates a Large MoatDeep customer relationships and strong cash flows will keep this tech company’s moat intact for years. by Matt Shuler, Investment Analyst II
October 8, 20210CommentsGitLab: Another Overpriced Tech CompanyWe think this stock could be worth less than $1 billion and that its freemium strategy may never be profitable. by Alex Sword
September 23, 20210CommentsHidden Value in This Low Profile Work From Home BeneficiaryWhile the market has become skeptical about this firm’s ability to sustain its stellar fiscal 2021 results, the firm is well-positioned to continue to profit from growth in gaming and work from home. by Matt Shuler, Investment Analyst II
February 18, 20212CommentsThis Auto Manufacturer Is Worth the WaitThis established incumbent is making all the right moves to be a market leader as the automotive industry shifts focus to electric vehicles (EV). by Matt Shuler, Investment Analyst II
January 27, 20210CommentsMicro-Bubbles: Winners & LosersWith analysts warning the S&P 500 is alarmingly high, we’re proposing investors focus more on stocks with quality fundamentals. by Matt Shuler, Investment Analyst II
December 7, 20200CommentsDon’t Buy Fool’s GoldWhile most investors might assume this sector is a good investment, deeper analysis reveals only a few large companies are highly profitable. by Kyle Guske II, Senior Investment Analyst, MBA
December 7, 20200CommentsPodcast: Why Index Investors Are in the Danger ZoneCEO David Trainer sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Don’t Buy Fool’s Gold. by Kyle Guske II, Senior Investment Analyst, MBA
November 9, 20200CommentsBoxed OutEntrenched competition is well-positioned to take more market share and grow faster, but this stock is priced for the opposite. by Kyle Guske II, Senior Investment Analyst, MBA
October 12, 20200CommentsEarnings Distortion Scorecard: Week of 10/19/20-10/23/20For the week of 10/19/20-10/23/20, we focus on the Earnings Distortion Scores for 121 companies. by Kyle Guske II, Senior Investment Analyst, MBA
October 7, 20200CommentsDon’t Get Snowed In by the Hype for This Recent Tech IPOInvestors with fiduciary responsibilities should pause before following the Oracle of Omaha into this stock now. by Matt Shuler, Investment Analyst II
September 29, 20200CommentsThere’s a Dark Cloud on the HorizonEntrenched competition is well-positioned to take more market share, but this stock is priced for just the opposite. by Matt Shuler, Investment Analyst II
September 14, 20200CommentsDanger Zone: Priced to be the Next FacebookFiduciaries should consider this stock extremely risky, especially in today’s market. Snap Inc. (SNAP) by Kyle Guske II, Senior Investment Analyst, MBA
July 6, 20200CommentsEarnings Distortion Scorecard: Week of 7/13/20-7/17/20For the week of 7/13/20-7/17/20, we focus on the Earnings Distortion Scores for 44 companies. by Kyle Guske II, Senior Investment Analyst, MBA