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buildittheywillcome

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QXO·34 minutes agoQXO's Roll-Up´s fair value is around $32 based on $40B revenue by 2031 but subject to great execution

Lots of whimsical thinking on this consolidation play. Sprinkle "AI" and digital and folks get absolutely frothy. Highly leveraged M&A in a low margin, cyclical business. What could go wrong? How is QXO going to execute better than BLDR who has higher margins, closer relationships with builders, is further down the road of consolidating spend, and has a much better digital platform for builders despite challenges of slow market adoption. As an investment, QXO seems more of a "personality" play than a tech play in an sleepy industry Brad just "discovered". Please challenge this POV and help me see what I'm missing in QXO.

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