Dan Caplinger
speaker
1,715 appearances
16 recordings
4 series
first heard Oct 2023
last heard 18 Sep
Dan Caplinger’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 15 in all, peaking in Nov 2025 with 3.
Appearances
I'm contractually obligated to have at least one Brad Jacobs company, because I got to do my stick.
The one I chose is QXO, the newest one.
Jacobs, for those who don't know yet, is a serial entrepreneur behind United Rentals, United Waste, XPO,
Two of the three biggest winners in the Fortune 500 over the last decade.
QXO is a roll-up of building product distributions.
They just did their second acquisition, Kodiak, a distributor of construction supplies, lumber, windows.
If I'm honest, it's fairly valued for what it is today.
It's a $13 billion or so company.
but their plan is to get to $50 billion in sales in a year to come.
Tons of risk, very much an M&A story, but no one is better at M&A.
I like this as a growth story.
Up No.
2 for me, Moderna, ticker MRNA.
Everybody wrote this stock off.
This is one stock.
This is the one time that I have been successful in averaging down.
I was a big loser on a small portion that I bought above $200 a share.
It ended up getting down below or almost to $20 a share at one point.
Obviously, the company is famous for its COVID-19 vaccine, but I saw the COVID-19 vaccine not as a long-term producer in itself, but as a proof of concept for the mRNA technology, which the company would then apply to other diseases, other treatments.
I think that that plan is on track, really.
Showing 721–740 of 1,715 · page 37 of 86
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