QXO QXO, Inc. Loading... : Investor Sentiment and Bull/Bear Views

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Time Author Thesis Company / ticker Signal Since call Position Source
01:29
Oct 14
The David Lin Report
Brad Jacobs roll-up wins either way
The best way to play housing is betting on Brad Jacobs, who has an unmatched roll-up record (United Rentals, XPO, Waste Connections) and is now rolling up building supplies such as roofing and insulation. When housing stays down he does accretive deals, raising money at 10-20x and buying at 5-10x EBITDA; when housing inflects he earns more on products he already has. At about $10 with $4 billion of debt, the stock is priced as if it were going out of business, and it is a 3-5 year winner either way.
QXO QXO, Inc. Long 3RD Position: Added —
21:01
Oct 13
r/wallstreetbets
Bag holding QXO position
The author states they are currently bag holding QXO, indicating an existing long position. No rationale, catalyst or risk is provided beyond the holding disclosure. The 'bag holding' phrasing implies the position is underwater.
QXO QXO, Inc. Long Position: Holding —
21:04
Oct 12
r/wallstreetbets
Holding losing QXO position
The author states they are currently holding a losing QXO position ('bag holding my QXO as usual'), indicating continued long exposure despite the drawdown. No catalyst, target or risk is provided beyond the ongoing loss.
QXO QXO, Inc. Long 1ST Position: Holding —
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About QXO Investor Commentary

Across the available history and selected sources, Buzzberg tracks QXO (QXO, Inc.) across 11 sources: 22 bullish vs 1 bearish calls from 15 authors. Historical directional balance: 78% = 100 × (bullish − bearish) / all deduplicated idea records, including other directions. This is neither a probability of a price rise nor the share of bullish authors. 27 total trade ideas tracked. Past 7 days, before deduplication: 1 bullish. Latest voices: Thomas Hayes, u/Meanboy_og.