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Tracy Alloway

๐Ÿ‘ค Speaker
1768 total appearances

Appearances Over Time

Podcast Appearances

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

They expect to be the second largest publicly traded building products distributor in North America.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

So truly a melding of mergers and again, the old slash new economy.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Brad, welcome back to All Thoughts.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Thanks so much for coming on.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Oh, my pleasure.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Great to be here.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Congrats on the deal.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

The first question I have to ask is, is it even accurate to call this an acquisition right now?

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Because if you're paying $17 billion for top build, looking at QXO's market cap, you guys are at like $17 billion as well.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

This looks like a merger.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

This is so big.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

This basically looks like a merger.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Yeah, a merger.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

I'll go with merger.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Merger's fine.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

We're putting together two great companies and forming an even greater one.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

You know what's funny?

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

I hadn't heard of Top Build up until, you know, this morning or sorry, yesterday when the news came out that you're going to buy it.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

You know what I was thinking about?

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Like America's incredible.