The S&P 500 reached another record high despite concerns about persistently high inflation and the uncertain impacts of upcoming trade policies. When markets move in ways that seem disconnected from reality, astute investors know opportunity abounds.
How can investors spot that opportunity when they’re bombarded with false narratives from talking heads?
In our latest Live Earnings watch, we discuss the true fundamentals and quantify the expectations in the stock prices of Walmart (WMT), Carvana (CVNA), Garmin (GRMN), Wingstop (WING), and Trimble (TRMB).
This is your chance to see how New Constructs views earnings – not a salesman posing as an analyst.
Topics covered include:
- Carvana’s meme movement – will this highflyer come crashing down?
- Good eats at Wingstop? Or should investors get a table elsewhere?
- Let’s see what the future holds for GRMN – and assess what the market thinks the future cash flows will be.
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Request the stocks you want us to cover at support@newconstructs.com.
This article was originally published on February 20, 2025.
Disclosure: David Trainer, Kyle Guske II, and Hakan Salt receive no compensation to write about any specific stock, style, or theme.
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