QXO

9 statements across 3 episodes · 5 bullish · 2 bearish · 1 people on the record · first statement Mar 19, 2024 by Brad Jacobs · said 16 times in 3 episodes since 2024 · across every show →

Mentions by year

brought up most by Brad Jacobs (14), Shane Parrish (2)

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2026 7 mentions in 1 episode
2024 9 mentions in 2 episodes 5 per episode

every mention, scene by scene, with the transcript →

Everything said about QXO, oldest first

Mar 19, 2024 bullish
Prediction Open · timeframe Mar 2027
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…”
Brad Jacobs Mar 19, 2024 ▶ 59:54 Brad Jacobs: How To Build a Billion Dollar Company
Mar 19, 2024 bearish
Opinion
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…”
Brad Jacobs Mar 19, 2024 ▶ 1:35:04 Brad Jacobs: How To Build a Billion Dollar Company
Mar 19, 2024 neutral
Disclosure
Jacobs: QXO targets one to two turns of EBITDA in debt
“In my new company that I'm forming, QXO, we're going to have, I think our target, a healthy target should be one to two turns of debt.”
Brad Jacobs Mar 19, 2024 ▶ 32:44 Brad Jacobs: How To Build a Billion Dollar Company
Mar 19, 2024 bullish
Disclosure
Jacobs is investing $900M of his personal capital into QXO
“Last week we had a call with my 75 co-investors in my new company, QXO. So my wife and I are putting in nine hundred million dollars, and then Sequoia And a few dozen friends and family, like really friends and family, like my sister and my brother and my niec…”
Brad Jacobs Mar 19, 2024 ▶ 55:46 Brad Jacobs: How To Build a Billion Dollar Company
Dec 24, 2024 bullish
Prediction Open · timeframe Dec 2027
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…”
Brad Jacobs Dec 24, 2024 ▶ 1:02:40 Best of 2024: The Blueprint for a Transformative New Year
Aug 4, 2026 bullish
Prediction Open · timeframe Aug 2029
Jacobs: QXO will reach $50 billion by capturing 6% of distribution market
“I want to build a company that's called fifty billion dollars. I can do that. If there's an eight hundred billion dollar size, I can take six percent of that through acquisition and through organic growth. I can get to fifty billion dollars.”
Brad Jacobs Aug 4, 2026 ▶ 1:01:25 The Mindset Behind Building a Great Little Business | Brad Jacobs
Aug 4, 2026
Disclosure
Jacobs targets one to two turns of debt for QXO
“In my new company that I'm forming, QXO, we're going to have, I think our target, a healthy target should be one to two turns of debt.”
Brad Jacobs Aug 4, 2026 ▶ 32:43 The Mindset Behind Building a Great Little Business | Brad Jacobs
Aug 4, 2026 bullish
Disclosure
Jacobs is investing $900M of his own money into QXO
“Last week we had a call with my 75 co-investors in my new company, QXO. So my wife and I are putting in nine hundred million dollars and then Sequoia And a few dozen friends and family, like really friends and family, like my sister and my brother and my niece…”
Brad Jacobs Aug 4, 2026 ▶ 57:08 The Mindset Behind Building a Great Little Business | Brad Jacobs
Aug 4, 2026 negative
Opinion
Jacobs: Only six or seven building products distribution firms innovate 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.”
Brad Jacobs Aug 4, 2026 ▶ 1:36:56 The Mindset Behind Building a Great Little Business | Brad Jacobs
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