Dec. 24 at 1:37 PM
$TSLA 🚨 New drop — FRAGMENTS | CEO SERIES
Brad Jacobs (QXO)doesn’t sell a vision.
He hunts leakage: pricing discipline, procurement power, inventory turns.
Ergen-style building. Different arena. Same builder brain. 🧱
Read it: https://cundilldeepvalue.substack.com/p/ceo-series-brad-jacobs-qxo
$DIS $DJT