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$qxo
QXO Inc. $QXO - Brad Jacobs’ Next Big Build
A Deep Dive into the Past, Present, and Future of This Bold Building Materials Consolidator
Jul 15, 2025
•
Alejandro Yela
43
2
17
06/25: Crude Thinking
Before the oil & gas deep dive, a look inward: five key shifts behind our evolving portfolio strategy w/ a thorough quarterly review
Jul 1, 2025
•
Alejandro Yela
30
1
17
05/25: Initiating Coverage on 10 New Names
With 91.3% in the Green, Time to Scout the Next Winners
Jun 2, 2025
•
Alejandro Yela
26
13
02/25: The Smart Way to Sell a Company for 179% of What You Paid
Three Exits, Nine New Buys. A Bold Portfolio Transformation
Mar 4, 2025
•
Alejandro Yela
30
2
17
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