Brief Equity

The integrated workspace for equity research. Filings → transcripts → ownership → models → notes, all in one place.

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@paulswaney3 @mariology23 Lock her up.

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@CapitalWildfire @Sempiterno_Inv That was said about Beacon too. And yet, here we are...

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@TimelessCpnd @Sempiterno_Inv Thats what I thought, but then they went and bought Beacon which is just as huge...

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@Sempiterno_Inv BLDR is one of the few businesses that hit on every criteria for QXO imo. Distributor, scale, tech upgrade...

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@AvidCommentator International law doesnt exist. The strong dictate the rules in geopolitics, nothing more.

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@modestproposal1 Is there a photo of this guy, I just want to confirm my priors

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@bobspaysubstack Buying a company led by Jack Dorsey is asking for a pain.

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@P_Remarks At his peak, only MJ is comparable. Injuries suck...

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@Antvancity Worst case scenario is not priced in yet. We could enter a world where very few gaming PCs are built due to GPU and RAM shortages.

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@buccocapital Always confused by the gross margins on that one

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@JaredSleeper That thing will get crushed in the public market...

You don't need $1bn ARR, but you do need some resemblance of a path to profitability and thus ain't it

[Brief Equity @briefequity]

@retaox Man why have they been such dogs jfc

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@clubmaliboo Rules and arguing, but they truly love dem f*ing rules

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@lhamtil Secular growth, but all the incumbents offer the same thing... and tech innovation is super fast. Kinda of a crapshoot as an investor

[Brief Equity @briefequity]

@scroogecapital Thats kind of every fast food chain thoo

[Brief Equity @briefequity]

@SGTWipper1Each Shoot a missile, it's cleaner

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@ThatPandazz @Bleedinghartluv @GlamazonJay yes. and if you pay any attention to China, theyre actively trying to get rid of them

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@conorsen Am I crazy to think the 2028 nomination on the GOP side will be a head to head between JD and DeSantis?

Like who cares about Rubio and MTG... let's be real

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@DeepSailCapital Yeah, but we're also 20 years from any comercially biable projects

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@vanckzhu @ReaperCapital @SonicEdgehog @lhamtil Just taking a quick look... what's the elevator pitch on why this has been such a dog for so long?