September 30, 20210Comments

Looming Market Threats and Warby Parker’s Nosebleed Valuation – Cheddar News

CEO David Trainer joined Cheddar News to discuss how investors should navigate the current market.

by Matt Shuler, Investment Analyst II

August 5, 20210Comments

Investing in China Is Risky Business: Bloomberg TV

We joined The Open on Bloomberg TV to discuss Alibaba’s (BABA) domestic and international growth expectations.

by Matt Shuler, Investment Analyst II

June 28, 20210Comments

Didi Global’s Lower Valuation Is Still a Bad Ride for Investors

Despite the big drop in the valuation, we still do not think investors should expect to make any money in this IPO.

by Kyle Guske II, Senior Investment Analyst, MBA

June 21, 20210Comments

Different Country, Same Bad Business Model

A $100 billion valuation implies Didi will own 50% of the world ride share and food delivery market, a highly unlikely event.

by Kyle Guske II, Senior Investment Analyst, MBA

June 21, 20210Comments

Podcast: Why This Ridesharing IPO Is in the Danger Zone

Investment Analyst Kyle Guske II sat down with Chuck Jaffe of Money Life to talk about our Danger Zone pick this week: Different Country, Same Bad Business Model.

by Kyle Guske II, Senior Investment Analyst, MBA

November 28, 20180Comments

CNBC Features Our Analysis of Tariffs and Investing

New Constructs CEO, David Trainer, joined CNBC to discuss China tariffs and their impact on top technology firms.

by Kyle Guske II, Senior Investment Analyst, MBA

March 10, 20150Comments

This Huge Loophole is Cheating Investors in Chinese Companies

In this podcast, CEO David Trainer will explain the history of Reg FD, why its passage was a milestone for investors, and why investors in Chinese companies could be cheated by larger institutions and investors.

by Andre Rouillard

March 9, 20150Comments

How an SEC Decision is Making it Easier for Chinese Companies to Commit Fraud

Recently, the SEC gave up trying to enforce its auditing rules in China. In this podcast, CEO David Trainer will explain how the SEC's weakness on this key issue puts investors in Chinese companies in danger.

by Andre Rouillard

January 22, 20140Comments

Apple’s Declining Advantage is Undeniable

Apple cannot have pricing power and market share at the same time. No one can for an extended period of time. The problem with AAPL is that it is priced for the company to achieve market share penetration and growth at high prices. The reality is that the quality of Apple products versus competitors is declining. Prices will have to come down just to maintain market share.

by David Trainer, Founder & CEO

October 10, 20130Comments

New Stocks Make Most Attractive/Dangerous Lists

October sees 13 new stocks make our Most Attractive list and 16 new stocks fall into the Most Dangerous category. Our Most Attractive stocks have high and rising return on invested capital (ROIC) and low price to economic book value ratios. Most Dangerous stocks have misleading earnings and long growth appreciation periods implied in their market valuations.

by David Trainer, Founder & CEO

April 30, 20130Comments

Buy CAT: A Global Leader Trading at a 3rd-World Discount

Investors should pay little mind to recent short-term trends such as falling EPS, estimates and stock price and focus on the strong long-term fundamentals of this business.

by David Trainer, Founder & CEO

August 9, 20110Comments

Don’t Fall For the Market Head-fake Today

The market decline experienced thus far is closer to its beginning rather then its end. Today’s refreshing market rise is likely just a flash in the pan. The market needs to go down again before it can sustain any future rise.

by David Trainer, Founder & CEO

November 19, 20102Comments

Bernanke’s Masterstroke Puts the Ball In the Fiscal Policy Court

Contrary to nearly every headline you read about monetary policy these days, I believe it is quite possible the Fed Chairmen Ben Bernanke is performing quite well and much better than any of his recent predecessors. In fact, I think he is directing monetary policy with unprecedented precision and skill.

by David Trainer, Founder & CEO