QXO
Organization
A major distributor of commercial and residential roofing and construction materials aiming to become a leader in the building products sector.
What experts have said about QXO
1 statement · 1 negative
Bryce sold his QXO position due to insufficient conviction.
“So I sold.”
Open the episode · Our Monthly Portfolio Update - September 2026Listen at 19:49
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
3 episodes featuring QXO
Equity Mates Investing Podcast
Portfolio losses test conviction in Axon, QXO and Hub24
The hosts connect September’s market weakness to concrete portfolio decisions, showing how valuation, business quality and conviction shape action during volatility.
Oct 4, 2026 · 33 min
Equity Mates Investing Podcast
Rate hikes meet space bets and a portfolio overhaul
The episode connects Australia’s higher-rate economy with ambitious space infrastructure and the practical challenge of building a simpler, less concentrated portfolio.
Sep 30, 2026 · 38 min
Yet Another Value Podcast
Higher rates test AI infrastructure and investor discipline
The episode connects interest-rate sensitivity, financing risk, and management capital allocation to the harder question of identifying durable compounders.
Aug 27, 2026 · 27 min