Formerly We Study Billionaires | The Instrinsic Value Podcast | Richer, Wiser, Happier | Join our newsletter 👇
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12 Apr 2023
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The Intrinsic Value Portfolio already owns two serial acquirers: Chapters Group and Lifco.
Today, we're looking at a third: QXO.
It's younger, more ambitious, and led by Brad Jacobs, one of the best operators in the game.
His goal? Build a $50 billion revenue business within 10 years.
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Can one of the world’s best consolidators strike lightning again? Serial industry consolidator Brad Jacobs built QXO, the ambitious building-products distribution company. In this episode, @IrrationalMrkts and @Shawn_OMalley_ analyze the company.
Listen here: tinyurl.com/3n6ryrak
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Kyle and Shawn explore how QXO has rapidly assembled a portfolio of major acquisitions, examining each deal’s strategic rationale, the competitive dynamics of a fragmented industry lacking obvious moats, and the mounting debt and dilution risks that accompany funding such an aggressive growth strategy.
Watch the full episode: youtu.be/ubvvfBZB2Xs
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Tune in to today’s episode as Kyle Grieve (@IrrationalMrkts) discusses what bubbles are, why they form, and why they always feel different in real time.
Listen here: tinyurl.com/296yhe3j
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Kyle examines historical patterns through frameworks from Insana, Kindleberger, and Howard Marks, and explain how investors can protect themselves by focusing on intrinsic value over narratives rather than speculation.
Watch the full episode: youtu.be/PFI-qJZEw-k
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Today on The Investor's Podcast, @IrrationalMrkts and @Shawn_OMalley_ analyze QXO, the ambitious building-products distribution company led by serial industry consolidator Brad Jacobs, a man who has turned multiple boring industries into extraordinary wealth-creation machines throughout his career.
Listen here: tinyurl.com/44bwkwsm
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Tune in as Kyle and Shawn debate whether Brad Jacobs’ unparalleled track record as a capital allocator is enough to justify investing in a business that is still very much a work in progress.
Watch the full episode: youtu.be/ubvvfBZB2Xs
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How did Grab outmaneuver Uber in Southeast Asia? Find out how Grab was able to quickly grow across eight countries in this episode: tinyurl.com/2mtchmcz
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Find out whether Grab gets added to the Intrinsic Value Portfolio: youtu.be/jwXe7ZVHRqk
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AI exposure often comes with a premium valuation.
Wix may be an exception.
The core business is a high-margin SaaS company trading at a mid-single-digit free cash flow multiple.
And investors may be getting Base44, one of the fastest-growing vibe coding tools in the world, for free.
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Is Wix's moat stronger than investors think?
This week, @MnkeDaniel and @Shawn_OMalley_ break down Wix.com, a website-building platform facing one of the biggest questions in software today: can AI disrupt its business, or will it make Wix even more valuable?
Listen: tinyurl.com/bdhjuumj
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Join @Shawn_OMalley_ and @MnkeDaniel in this week's episode as they explore Grab Holdings (ticker: GRAB).
Listen here: tinyurl.com/3ftz4f6a
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Learn how Grab was able to quickly grow across eight countries in Southeast Asia, and what local adaptations they made to outmaneuver Uber, which eventually ceded its entire market share to Grab.
Watch the full episode: youtu.be/jwXe7ZVHRqk
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Tune in to today’s episode as @MnkeDaniel and @Shawn_OMalley_ take a deep dive into Wix.com — a website-building platform whose investment case now turns on two of the most debated questions in the stock today: whether the generative-AI wave that lets anyone spin up a site from a text prompt is the end of Wix or whether Wix is too sticky. They analyze whether the Base 44 acquisition — Wix’s bet on AI-powered app generation — is the next leg of the story or a distraction from the SMB infrastructure business the company already dominates.
Listen here: tinyurl.com/y58bekep
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Homebuilders sound boring.
NVR has been anything but.
Over the last three decades, the stock has returned more than 62,000%.
The company combines disciplined capital allocation, a fortress balance sheet, and one of the most resilient business models in the industry.
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How did NVR become one of the most successful homebuilders in the world?
In this episode, @IrrationalMrkts and @Shawn_OMalley_ break down NVR, Inc., a homebuilder that has delivered extraordinary shareholder returns through disciplined capital allocation, a unique asset-light approach, and relentless share repurchases.
Tune in to find out more: tinyurl.com/musfkyhf
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