Brad Jacobs

speaker

1,288 appearances 1 recordings 1 series first heard Aug 2026 last heard 4 Aug

Brad Jacobs’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Aug 2026 with 1.

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It really bought it for a billion and a half dollars plus some leverage.

Today it's worth something like $15 billion.

And that's after having taken out

many, like $5 billion of net cash from it.

That's after selling off $550 million of the truckload business.

That's after taking its warehouse business, its supply chain business, which was called Menlo, and putting that into our GXO subsidiary.

That was after taking the brokerage business and putting that with our RXO brokerage business.

So this was the gift they kept giving Conway.

It's been an amazing, amazing, amazing ride.

And the returns, it's been a

I can't do it in my head, but something like a 20-bagger, 15-bagger.

It'd be a huge, huge return on investment capital.

And had I not been trained as a musician and a mathematician, I don't know that I would have saw it, Shane.

I don't know if I didn't have the mathematical skills, I would have been able to see, okay, this is a mess, but we can make it clean.

I don't know if I would have been able to have the courage

to improvise and to change from what the script was for something that I had a high conviction would be very, very lucrative for our shareholders.

And in business, the bottom line, the report card is how much money did you generate for your shareholders?

That's the one, it's an examination with one question on it.

It's how much did you make your stockholders?

How much money did you make for your stockholders?

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