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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

We're paying 14.9 times 2025 EBITDA pre-synergies and about 11.8 times EBITDA post-synergies.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

And there's tons of synergies we can get.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

We're targeting $300 million or so of synergies over the next five years.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Just to zoom out for a little bit, regular listeners, of course, know who Brad is.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

We've had him on the show several times.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

But just in case you don't, he is a serial entrepreneur.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

If there's ever a company and their ticker has XO in the handle, it almost certainly was founded by Brad.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

One exception.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Which one?

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

ExxonMobil.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

You didn't find that one?

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Brad Jacobs on His Big Bet on Building Insulation

I wish I had.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

One that got away.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

construction equipment rental and garbage stuff, like anything real and physical.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

That's what Brad's into.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

He's founded numerous companies.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

He also wrote a book, came out in 2024, How to Make a Few Billion Dollars.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

And the reason I still have this job today is because I haven't gotten around to reading the book yet.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

Had I gotten around to reading the book yet, I'd probably be a billionaire by now and I would be doing something different.

Odd Lots
Brad Jacobs on His Big Bet on Building Insulation

But I'll get around to doing that eventually.