14.9x EBITDA for a building products distributor
$QXO spent $13 billion in 11 months on M&A and now it’s striking another $17 billion deal for TopBuild $BLD
2025 - Acquired Beacon for $11B, ~10.8x
2026 - Acquired Kodiak for $2.25B, ~10.7x
2026 - Targeting TopBuild for $17B, ~14.9x
Pro Forma QXO will generate $18+ billion in revenue and $2+ billion EBITDA
CEO Brad Jacobs is known for his aggressive M&A roll-up strategy and he’s executing the same playbook in the building products space
Brad Jacobs has stated his plan to turn QXO into a $50 billion revenue company within a decade
Holy shit. I’ve used ChatGPT every day for 3 years. Just spent 2 hours on Gemini 3. I’m not going back. The leap is insane — reasoning, speed, images, video… everything is sharper and faster. It feels like the world just changed, again. ❤️ 🤖 https://t.co/HruXhc16Mq
@YahooFantasy What happened to the weekly scores posted on the players stats sheet? Super helpful when deciding if the stats were flukes due to blow out losses. Please reconsider and bring them back. #FantasyFootball
@awilkinson $PCG is California’s largest utility provider. Trading about 13x earnings. Might be worth looking into if they’re dropping $73 Billion into their infrastructure to add about 10GW of capacity. To put things into perspective 1GW=1,000MW
“Success isn’t luck—it’s a series of small, consistent actions.
Set clear goals. Stay disciplined, even when unmotivated. Learn from failures, don’t dwell on them. Surround yourself with growth-minded people. Keep showing up, no matter what
Play the long game. #Success#Mindset”
@Speculator_io Agreed, not every dip is a buying opportunity. Excess supply and low demand makes any equity attractive at some point. Patience is key. The market will let you know.