QXO | The $14B Roll-Up Dragging a $800B Industry Online

Jacobs is moving fast. This post breaks down what QXO’s built so far, what it’s worth, and what could derail it.

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With a world class operator like Brad Jacobs at the helm, QXO is moving fast.
He’s already built three billion-dollar companies and this time, he’s backing it with nearly $1B of his own money.

In this article I cover:

✅ What’s New

✅ What Company Does

✅ Full up to Date Thesis

✅Risks and What I am Watching

✅Valuation

✅Portfolio Breakdown, Updates, and Performance

What’s New?

From the last time I covered QXO several big events have happened. Here’s the snapshot: