Dan Kent

speaker

601 appearances 44 recordings 2 series first heard Apr 2026 last heard 7 Sep

Dan Kent’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 — 44 in all, peaking in Aug 2026 with 14.

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The Canadian Investor · TCI Podcast Stock Index Unveiled: 21 Hidden AI Winners · 15 Jun 2026 podcast

And then you can see things really start to take off.

It's grown very handsomely since then.

I find this interesting.

Forward revs are supposed to jump from today's 2025 or LTM ending nearly $14 billion to $33 billion.

Yeah.

You need the train to keep going.

Okay, two businesses that are very different.

I've talked about QXO before.

It's Brad Jacobs Building Products Rollup.

I did a full episode on it.

I own the stock, bought it in the last two capital deployments.

He's done this seven times with rollups.

He's done it at a billion dollar scale seven times.

This is the biggest yoga stretch for me when it comes to AI winners.

But I'm a shareholder for the long haul and we're throwing it in here because they just bought Top Build.

Well, they're going to be buying Top Build.

And if I look at the arbitrage on the spread of what they're buying it for of $17 billion, it's so tight that market thinks there's no reason for this to not close.

It is the now, after this, largest company in North America for insulation company.

the second largest company for roofing, the number one in waterproofing, and number one in lumber.

Brad is the ultimate promoter, ultimate user of our stock to do these acquisitions.

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