building products distribution
4 statements across 3 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Mar 19, 2024 by Brad Jacobs · across every show →
Everything said about building products distribution, oldest first
Mar 19, 2024 bullish
Jacobs: QXO can reach $50B in revenue through acquisitions and organic growth
“There are, there's eight hundred billion dollars of distributors in Western Europe and in North America, which is where I want to plant my flag. I want to build a company that's called fifty billion dollars. I can do that. If there's an eight hundred billion d…”
Mar 19, 2024 bearish
Jacobs: 99% of building products distribution companies are 20 years behind in tech
“I found a company, an industry that's got 20,000 companies, and there's about six or seven that are doing really cool things in technology. And that's pretty much it. And I hate to say that so negatively, but I think that's an objective assessment of it. I thi…”
Dec 24, 2024 bullish
Jacobs: QXO will reach $50B by taking 6% market share
“There are this eight hundred billion dollars of distributors in Western Europe and in North America, which is where I want to plant my flag. I want to build a company that's called fifty billion dollars. I can do that. If there's an eight hundred billion dolla…”