a flood of capital will limit BLDR cap.allocation decisions. share BB, dividend increases more likely.
brad jacobs indicates his qxo funds will be used for tech+talent+rolodex, not for overpaying M&A. am skeptical; agnostic to whether this is 'smart money', brad says he moves on to something new each decade. neither brad nor bldr CEO have 'life or death' founder mindset.
some of brad's fanboys getting smoked...will new sheep flock?
a flood of capital will limit BLDR cap.allocation decisions. share BB, dividend increases more likely.
brad jacobs indicates his qxo funds will be used for tech+talent+rolodex, not for overpaying M&A. am skeptical; agnostic to whether this is 'smart money', brad says he moves on to something new each decade. neither brad nor bldr CEO have 'life or death' founder mindset.
some of brad's fanboys getting smoked...will new sheep flock?
https://substackcdn.com/image/fetch/f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2Fsubstack-post-media.s3.amazonaws.com%2Fpublic%2Fimages%2Fcfeb3427-92b1-4b39-b56a-f028660af741_1182x456.png