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stock picks

Long Idea
September 16, 20260Comments

Class Is Full, and This Educator Owns the Waiting List

A supply crunch is occurring at a time when demand is rising, and that gap will only increase over the next decade.
by Joseph Noko
September 10, 20260Comments

Ideas Dinner – Pro & Institutional Only Webinar – September 15 at 3:00 CT

Our next private Ideas Dinner meeting will be Tuesday, September 15 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
September 4, 20260Comments

ICYMI: New Long Idea, Holdings Analysis Reveals Hidden Danger, #1 Ranked Stock Picker Again, How We’re Disrupting Investment Research, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of August 31, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
August 28, 20260Comments

ICYMI: New Long Idea, Avoid the Falling Knife, News vs Noise in the AI Trade, The Value of Footnotes, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of August 24, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
August 27, 20260Comments

Dividend Growth Stocks Model Portfolio: August 2026

Professional Members and higher can access August's Dividend Growth Stocks Model Portfolio as of Thursday, August 27.
by Kyle Guske II, Senior Investment Analyst, MBA
August 13, 20260Comments

Ideas Dinner – Pro & Institutional Only Webinar – August 18 at 3:00 CT

Our next private Ideas Dinner meeting will be Tuesday, August 18 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
July 30, 20260Comments

Dividend Growth Stocks Model Portfolio: July 2026

Professional Members and higher can access July's Dividend Growth Stocks Model Portfolio as of Thursday, July 30.
by Kyle Guske II, Senior Investment Analyst, MBA
July 15, 20260Comments

Ideas Dinner – Pro & Institutional Only Webinar – July 21 at 3:00 CT

Our next private Ideas Dinner meeting will be Tuesday, July 21 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
Focus List Long Short Performance
July 8, 20260Comments

Focus List Stocks Long/Short Outperforms by 9% in 1H26

Our Focus List Stocks: Long Model Portfolio and Focus List Stocks: Short Model Portfolio beat the Risk-Free Rate as a long/short portfolio by 9% in 1H26.
by Kyle Guske II, Senior Investment Analyst, MBA
July 8, 20260Comments

Focus List: Long Model Portfolio Beats S&P 500 by 4% in 1H26

Our Focus List Stocks: Long Model Portfolio rose 12% compared to 8% for the S&P 500 and outperformed by 4% in 1H26.
by Kyle Guske II, Senior Investment Analyst, MBA
Model Portfolio
June 30, 20260Comments

Dividend Growth Stocks Model Portfolio: June 2026

Professional Members and higher can access June's Dividend Growth Stocks Model Portfolio as of Tuesday, June 30.
by Kyle Guske II, Senior Investment Analyst, MBA
June 19, 20260Comments

The IPO Melt Up: How Smart Investors Use AI to Find Abnormal Investment Opportunities

Our ratings system was built for exactly this kind of environment - to identify the real opportunities and traps.
by Kyle Guske II, Senior Investment Analyst, MBA
ICYMI
June 19, 20260Comments

ICYMI: New Long Idea, Danger Zone Warning, How to Profit from the IPO Melt-Up, Quantifying SpaceX’s Valuation, Model Portfolio Updates & More

Here's what happened at New Constructs during the week of June 15, 2026.
by Kyle Guske II, Senior Investment Analyst, MBA
June 10, 20260Comments

Ideas Dinner – Pro & Institutional Only Webinar – June 16 at 3:00 CT

Our next private Ideas Dinner meeting will be Tuesday, June 16 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
Long Idea
June 10, 20260Comments

Separating Financial Sector Winners from Losers

Not every investor wants to buy individual stocks, so we’re featuring a Very Attractive-rated Financials ETF.
by Kyle Guske II, Senior Investment Analyst, MBA
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
Model Portfolio
May 28, 20260Comments

Dividend Growth Stocks Model Portfolio: May 2026

Professional Members and higher can access May's Dividend Growth Stocks Model Portfolio as of Thursday, May 28.
by Kyle Guske II, Senior Investment Analyst, MBA
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
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
May 12, 20260Comments

Ideas Dinner – Pro & Institutional Only Webinar – May 19 at 3:00 CT

Our next private Ideas Dinner meeting will be Tuesday, May 19 at 3pm CT.
by Kyle Guske II, Senior Investment Analyst, MBA
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