How Brad Jacobs became QXO CEO via a $1B buyout deal, his plans for the building products sector, including an in-depth look at the Beacon Roofing acquisition.
It is true Brad Jacobs has an incredible track record overall. However, the two recent spinoffs from XPO have been a lot weaker than his previous results would suggest. GXO has been horrendous as a stock, and RXO only mildly better, at least as of the time of this writing. QXO is a very intriguing play because home-building/construction in general seems primed for a boom in the near term, and having Kushner and several other well-connected people on the board is a good sign. But the risk remains quite high. I feel cautiously optimistic about this endeavor. High risk high reward
Yea there is a real history of things not going great after Brad leaves. I saw that come up a few times in my readings and made a conscious decision to leave that out of this one, only because this is the first in what will most likely be at least a two part on a new company.
It is true Brad Jacobs has an incredible track record overall. However, the two recent spinoffs from XPO have been a lot weaker than his previous results would suggest. GXO has been horrendous as a stock, and RXO only mildly better, at least as of the time of this writing. QXO is a very intriguing play because home-building/construction in general seems primed for a boom in the near term, and having Kushner and several other well-connected people on the board is a good sign. But the risk remains quite high. I feel cautiously optimistic about this endeavor. High risk high reward
Yea there is a real history of things not going great after Brad leaves. I saw that come up a few times in my readings and made a conscious decision to leave that out of this one, only because this is the first in what will most likely be at least a two part on a new company.
Well appreciated.
Today I'm sharing with you a Life changing เɳѵεรƭɱεɳƭ for the love and support you've been showing me write to 📥
±𝟭(𝟱𝟴𝟱)𝟲𝟮𝟯-𝟬𝟭𝟯𝟯-WHATSAPP.
TeII him I sent u. it's very prof!tabIe