QXO: I Am Buying The Company -- And "The Man"

Jun. 11, 2025 3:08 PM ETQXO, Inc. (QXO) Stock, , , , 8 Comments
(8min)

Summary

  • QXO plans to consolidate the fragmented building materials distribution industry, starting with its $11B Beacon Roofing Supply acquisition.
  • CEO Brad Jacobs' extensive track record in industry consolidation is a key reason to believe he will do it once again.
  • QXO's proprietary technology and scale give it an edge over its competitors in this massive industry.
  • I'm buying QXO for myself and my clients. I believe Mr. Jacobs can replicate his past successes in this industry.

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DarioEgidi

QXO is a new name to many investors. But I believe it is about to become quite well-known. QXO is the latest brainchild of an entrepreneur who has founded or controlled five publicly listed companies.

In this case, the

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of QXO either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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