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They just IPO’d this January. Old ticker from a company they used to create QXO via reverse merger. According to Gemini when I asked about why there is a long history.
I have 21k shares of QXO, I keep trying to tell people about this. Tremendous tailwinds for Jacob to execute in the coming years. In Brad we trust.
What made QXO spike insanely high in 2024? I’ve never heard of it but looking into it now.
I actually heard about QXO on an odd lots episode where Jacobs was the guest. His knowledge about the industry and ideas to improve it were really impressive.
I own QXO, and I own XPO which is Bradley Jacobs’s earlier company and probably 20xd in <15 years. I only rode along for 8x of it over the last 5 or 6 years. Jacobs is brilliant, basically a one company at a time private equity roll up guy. All sorts of connections, mgmt jumping to work for him, banks undercutting to lend to him etc. Building materials is interesting but he is what makes this a long term play. Thought about deep in the money long dated options for extra leverage, but decided it was risky if we’re teetering on recession.
QXO looks like an extremely interesting stock. Thanks for the shoutout. I’m going to dig in… Preliminary research makes it look really promising.
QXO: The building materials space is highly fragmented and consolidation should boost margins through economies of scale. Plus the housing market is chronically undersupplied and in such a rough place there is likely some macro upside. TSM: They have a strong moat from the costs of entry and expertise necessary to enter the semiconductor fabric space. Great balance sheet and the ability to benefit from chip demand regardless of which company leads on the design front.
QXO. Every analyst is a buy, great upside. Brad Jacobs will execute just like he has multiple times in the past (see XPO), there will be more rate cuts that help M&A into next year, and housing tailwinds will help as well in terms of rates and current admin focus on affordability. Also Kushner is an investor, so that doesn't hurt.
Low teens ill consider OUST again. 12ish range: QXO. 5-6ish range: VG If i didnt already have a full position: ABL
Great explanation of Tom Hayes. I started following him in Fall 2022 and made my first sizeable 401K contributions based on his bullish outlook. It really paid off just index funding it! I don't believe in timing the market but if its down then its a great time to transfer from checking to investing account. I bought CRK at $7.41 based on Tom which has been a wonderful ride. I'm up 76% in INTC, 92% in ALB, 41% in AAP. I missed the bottom of BABA but currently up 26%. I like QXO for a 3+ year hold (currently -13%). I bought more PYPL today. I work in biotech and wouldn't recommend positions for anything in the sector. There is a headwind coming from every direction.
I’m buying up QXO = Brad Jacobs That’s all you need to know
QXO have a bit of dept to equity but all of them are traded at attractive multiples relative to estimated cash flows and earnings for the coming years.
I buy as much QXO as I can these days.
It's going for the support at 25K LMFAO https://x.com/FelipeCamposPC/status/1974845627545923633?t=SrEMhIYHKmQZO5QXO_H8FQ&s=19
BAX is a great example of a Hayes pick -- you look at the balance sheet and do a DCF and you wind up with a share price in the mid-30s as base case, higher if things break right for you. Then out of nowhere comes a recall and the stock is now in the 18s but the DCF still says mid-30s. Then tarriffs/war/market meltdown occurs and now its 14s....you get the picture. I've seen this with his BABA recommendation, with his CPS recommendation, sooo many others. With Hayes, his picks have a decent chance to be home runs (100%+) but the pain of holding through a turnaround can be brutal. Of all the company's he's discussed QXO is the one I'm most skeptical of--I dislike the "steve jobs will come in and make everyone millionaires" narrative for investing...noone ever seems to ask "what happens if Steve Jobs dies?". PYPL -- clearly undervalued but the fed cuts are going to negatively affect OVAS revenue. If US consumer slowdown then its going to be a tough 2026. I haven't seen many articles on it, but the Durbin debit interchange ruling is making their whole debit card business somewhat questionable. I'm looking to be a buyer at some point. VFC -- no thanks. I don't trust the management to be honest in re: timelines as they were...lets say too optimistic back in Q1/Q2 regarding Vans. I think he does the podcast because its a good funnel to acquire business \[same reason he's branched into marketing swag\] and this is how he started the promotion for his fund (he's done it for a while and has the format down). Also -- his politics aside, he seems like a genuine "nice guy" who likes doing press hits..the media hits feeds his youtube channel/blog which feeds his business which in turn feeds his media hit.
This is a great overview that seems to encapsulate his investing thesis quite well. Of the four of his picks that I chose to invest in, BAX is my biggest loser right now. I was lucky enough to get in before its most recent earnings report- even though he was singing its praises at least 2 earnings reports ago. And then I put a little more back in a week ago. So my ACB isn’t too bad. Hard to imagine what his paying clients that gave him upwards of $1 million might think about this one. I got in a little high at QXO. I’m in PYPL but not down by much. Was a tough decision but I decided to put some more into it today. Invested in VFC pretty low so that’s what’s keeping me afloat when you average out my gains/losses of the 4. But it is volatile. I haven’t been watching him for more than 6 months but I do see what you’re saying about him sometimes slightly leaning into politics. He also can be cocky sometimes and it’s a little off-putting but hey, he’s providing free content with relatively sound advice. Also, I wonder why he does these podcasts to begin with. He has clients that give him millions of dollars yet he’s sharing all the same knowledge and stock picks to viewers on YouTube for free. Maybe it’s hubris and he likes being quasi-famous? Or maybe he genuinely wants to help people. Either way, I plan on holding on to those for while.
This is a great overview that seems to encapsulate his investing thesis quite well. Of the four of his picks that I chose to invest in, BAX is my biggest loser right now. I was lucky enough to get in before its most recent earnings report- even though he was singing its praises at least 2 earnings reports ago. And then I put a little more back in a week ago. So my ACB isn’t too bad. Hard to imagine what his paying clients that gave him upwards of $1 million might think about this one. I got in a little high at QXO. I’m in PYPL but not down by much. Was a tough decision but I decided to put some more into it today. Invested in VFC pretty low so that’s what’s keeping me afloat when you average out my gains/losses of the 4. But it is volatile. I haven’t been watching him for more than 6 months but I do see what you’re saying about him sometimes slightly leaning into politics. He also can be cocky sometimes and it’s a little off-putting but hey, he’s providing free content with relatively sound advice. Also, I wonder why he does these podcasts to begin with. He has clients that give him millions of dollars yet he’s sharing all the same knowledge and stock picks to viewers on YouTube for free. Maybe it’s hubris and he likes being quasi-famous? Or maybe he genuinely wants to help people. Either way, I plan on holding on to those for while.
My biggest position is ITB and then QXO. Open isn’t on there 😂 I think the most meme stock pick is probably rocket? But this is more about housing starts and not necessarily the internet
I'm invested heavily in QXO primarily because of the CEO's track record. Brad Jacobs is amazing. There's always a key man risk when you do this, but he's got an incredible record and builds amazing exec teams incentivized heavily by stock growth.
why is $QXO not doing well. good earnings and mentioned by Barrons.
My fun money earnings play on MGM paid off. Made 3.3% in the week I held while SPY was -2.2% and QQQ was -3.5%. I also cut my losses (finally) on UPST. Took a -43.5% loss while SPY returned 40.1% and QQQ returned 52.1%. I put the UPST funds into AVDV (increasing my share count by 18%), PRCT (share increase of 13%), and QXO (share increase of 18%).
Anyone invested in QXO or playing the earnings today?
Who says I'm not? I own shares of NVR, MTH, and QXO.
QXO. Look up the CEO Brad Jacobs. His track record is incredible. I see no reason why he won’t repeat it with this company.
**$QXO as a multi-year compounding vehicle**, not a short-term trade.
The same six core stocks I've always bought. AXP, COST, MSFT, DE, AAPL and ORI. Sure I dabble in other stuff (thank you ASTS!) and I'll take small fliers on interesting stories (right now GT, KDP, QXO) but I buy my core six on moderate dips and carry on.
QXO. If Brad Jacobs is involved, I'm in
Housing stocks even cheaper than when I posted this DD https://www.reddit.com/r/wallstreetbets/s/YRvNFZXcdw I cut some positions to take advantage of the Friday dip on higher beta stuff, but currently holding 100 BLDR w a long expiry put sold, 100 QXO w 6 long expiry puts sold, 100 ITB, and one long put sold on WY. Probably going to load up on 100 shares of XHB and more QXO at open tomorrow but depends on price
What makes you believe that QXO could be the main benefactor? What made you decide against a position into PHM? Is it because of your position in ITB? Thanks for the research, sounds very interesting!
Once again PPTA And also QXO
QXO going to rip faces https://truthsocial.com/@realDonaldTrump/posts/115324114715261770
Oh yeah and this week may be good for QXO
Looking for PPTA and QXO to wake up
If mod wasn’t broken it’d say I think QXO will run to 25 soon
QXO is my play tomorrow
New positions. I’m up 4 percent on next and down 4 percent on QXO. I’m not worried about short term. No bags here.
NEXT and QXO double in 5 years is my hot take
How long do I need to keep this QXO
Any QXO holders here? I'm pretty intrigued, and Brad Jacobs is a genius.
You sound like someone who prefers to buy turnaround stories, rather than momentum stocks. I have some of those in my portfolio, including PayPal and Advanced Auto Parts. For up-and-comers, I have a big position (for me) in QXO, Brad Jacobs' newest venture (his last few have been 200x, 50x, and 20x, I believe).
Top holdings right now: WMT, QXO, FEIM, ALAR, and ASPI. Also a fair amount of cash
QXO. You are basically investing in Brad Jacobs to do it once again. This one will be a monster and no one will take notice because its not fashionable or cool.
+32% on QXO calls. +21% on ADM calls. Silver gonna break out. Letttsss goooo
QXO pumping on a day like this 👌
QXO I’ve been telling yall. Get in early hold for 5 years it’ll quadruple minimum
Can’t really think of anything off the top of my head that I really want to buy in the market right now. Biggest positions are currently VOO, AMZN, GOOG, META, BN, QXO, DLO (RTAC and YORK also but don’t really count those as they are near NAV so no worries so to speak on those). Got some smaller positions but nothing super high conviction beyond those.
shorting open and buying calls on QXO
can we get some fellas in the bull chat for QXO
oh an QXO because jacobs can make amazon for roofs and we'll all be under one roof company til the end of time
QXO brad jacobs; [https://www.thegeforum.com/speakers/brad-jacobs](https://www.thegeforum.com/speakers/brad-jacobs)
QXO CEO is Brad Jacobs
NVTS QUBT and QXO if you want some long term plays/punts
Look at Brad Jacobs CV, he’s done 10x a lot in the past He’s done 50x+ QXO won’t 50x though 5-10x in the next 5 years, yes
Don’t miss the QXO train this month choo choo
QXO for the next 5 years thank me later this is the only time I will mention my beautiful secret stock
QXO Q2 tomorrow with amazing CEO and market outlook
For anyone remotely interested in a long term multi year play I highly recommend QXO NVTS and QBUT. Last two are punts on semiconductor and chip tech quantum computing. You see all these people with NVDA and PLTR averages of $16.50, well here is your chance
Unsure. I'll check the volume and community mood on earnings day. Won't wager much; maybe $20 of QXO gains.
QXO. Thesis. Brad Jacobs. That’s it.
I know there aren’t many long term investors here but QXO is going back to 200 in the next decade. 100% of analysts have it as a buy, median price target of $33. It’s $19 currently. CEO Brad Jacobs has done this many times before and 100x previous companies.
I added to CLBT, PUBM, PCRT, and QXO.
Cash out and get on the QXO train
What happened in summer 2024 with QXO and from 100 USD went to USD 10??
I'm going to tell you about unbelievable long term compounders and serial acquirerers that you probably haven't heard of that's will outperform 90% of the hype shitcos here. 1 per country: US: QXO, Sweden: Lagercrantz, Germany: Chapters Group, Canada: Terravest.
Yes in that timeframe I think it’s possible for QXO. Sorry I meant MELI not METI.
QXO. Oh, it’s not one of the other tickers you’ve heard of? The billionaire who runs QXO started URI. Oh, haven’t heard of URI? Go look at the chart. Their stock out-performed GOOG and AAPL on percent returns the past 10 years. QXO, now $22, will be $500 in 5-10 years IMO. Another mention is METI. Their percent returns are insane and likely to continue.
I’m all for it, last year I tripled my money in CORT, and now I’ve moved pretty much all of those funds into QXO and I’m up 50% so far, waiting to sell most of it at $60 before finding the next one
Annoyed that QXO hasnt dipped. Theres been volatility from most others but this one refusing to give me a dip
It was beacon. Not QXO https://www.investors.com/news/robots-beacon-roofing-supply-stock/ If this is indeed what you’re talking about Firing ‘higher ups’ is great, likely deadweight
What $QXO wants to do is consolidate all these companies to lower costs by having the same back office, logistics etc. They are doing this by taking out debt and lots of it and having to pay premiums on these companies.
No that was QXO before they bought out Beacon. Beacon had nothing to do with anything related to AI. In fact, i personally know some higher ups in Beacon that are already fired because of AI from QXO. There’s a difference in a successful accusation and Roofing business and I will give you a better example. Home Depot took over SRS almost two years ago now. They allowed SRS to keep their current system running, and they did not change anything. They kept all the same staff and they are using SRS as an advantage for Home Depot itself. It has worked tremendously and grown both companies individually. QXO is taking a much different approach, especially by trying to put their own audience that they sell to out of work. There is a high percent chance that if this AI is the only thing they are banking on that they will go lose massive profit in the next five years.
Beacon was trying that. No QXO. QXO bought beacon for their distribution network. AI will be used to manage inventory levels to ensure no clients orders ever end up back ordered
Go listen to what the CEO (Brad Jacobs, super successful CEO) has planned for QXO. $50-60b a year in revenue He’s hiring top talent AI focused Looking forward to their future
I run a roofing business and they bought out one of our biggest distubtrors in our industry. None of us know who this company is, and I’ve been looking at this for a while because the company that they bought (Beacon Supply ticket $BECN) actually had a strong stock that grew 339% in the last 5 years before they bought them out. It was a strong and solid company. I’m curious to know what about QXO is go great and stands out because i’m the the roofing industry it’s really easy to fuck up but if you can be great the money almost seems unlimited at times for these suppliers/distrubutors.
I run a roofing business and they bought out one of our biggest distubtrors in our industry. None of us know who this company is, and I’ve been looking at this for a while because the company that they bought (Beacon Supply ticket $BECN) actually had a strong stock that grew 339% in the last 5 years before they bought them out. It was a strong and solid company. I’m curious to know what about QXO is go great and stands out because i’m the the roofing industry it’s really easy to fuck up but if you can be great the money almost seems unlimited at times for these suppliers/distrubutors
QXO will be $60 in 24 months CORT has the possibility to be $110+ by Jan 2026
QXO is falling through its lower VWAP bands with a negative VWAP slope. I think the analysts must be selling.
QXO next big play btw. 100% analysts with buy ratings of $40 median
https://preview.redd.it/czwxepjpf8ef1.jpeg?width=1284&format=pjpg&auto=webp&s=53f3f834c645df1dd31269ad9ad5b93f94649dd3 $QXO