May. 12 at 10:51 PM
$QXO is being arb'd by the institutional
$BLD shareholders. That's reason for recent stock action. One thing you can count on is before Brad does his next rollup, they will gun the stock back to
$25 or even higher. They gunned the stock before each rollup so far and even after before being shorted back down. This is typical IB behavior and believe me Brad has a relationship with all these guys.
$QXO is also a rate play. But as Jacobs points out, the worse environment for building supply companies the cheaper price he'll get to pay for them. This one is a load and hold. If it goes lower just keep loading and waiting. One day the payoff will be monstrous, just like with
$XPO and
$URI.
