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QXO Inc. and LandBridge are my two largest holdings, together accounting for 25% of my portfolio. QXO is a high-conviction M&A vehicle targeting $50B in annual revenue within a decade, with Wall Street assigning a $30 price target and 50% upside. LB's unique land assets and produced water business, plus emerging data center opportunities, support a path to $1B EBITDA by 2035 and a $310 price target.

GREENWICH, Conn.--(BUSINESS WIRE)--In honour of International Women's Day, QXO, Inc. (NYSE: QXO) today announced the launch of its sixth annual North American Female Roofing Professional of the Year campaign, which invites the public to nominate exceptional women working in the roofing industry across the U.S. and Canada. “This award reflects the dedication of all the women throughout the industry who mentor, support and lift each other up,” said Rachel Narveson of Proficient Construction, the.

GREENWICH, Conn.--(BUSINESS WIRE)--In honor of International Women's Day, QXO, Inc. (NYSE: QXO) today announced the launch of its sixth annual North American Female Roofing Professional of the Year campaign, which invites the public to nominate exceptional women working in the roofing industry across the U.S. and Canada. “This award reflects the dedication of all the women throughout the industry who mentor, support and lift each other up,” said Rachel Narveson of Proficient Construction, the 2.

Vista Energy, S.A.B. de C.V., is a Strong Buy, benefiting from rapid production growth, high ROACE, and robust free cash flow in Argentina's Vaca Muerta shale. VIST projects $1.5B cumulative FCF (2026–2028) at $65 Brent, implying a 9% yield, rising to 14% at $75 Brent, with significant shareholder returns. Builders FirstSource, Inc., is also rated Strong Buy, leveraging M&A, value-added products, and tech adoption to capitalize on a bottoming housing market.

GREENWICH, Conn.--(BUSINESS WIRE)--QXO, Inc. (“QXO” or the “Company”) (NYSE: QXO) today issued its financial results for the fourth quarter 2025, in line with the preliminary fourth-quarter information provided during last month's common stock offering. The Company reported a GAAP basic and diluted loss per common share of $(0.17), primarily reflecting acquisition-related amortization and transaction costs, and an Adjusted Diluted Earnings per Common Share (“Adjusted Diluted EPS”), a non-GAAP f.

GREENWICH, Conn.--(BUSINESS WIRE)--QXO Inc. (NYSE: QXO) today announced the 13 grand-prize winners of its annual QXO for Veterans initiative, a North American program that honors veterans, Gold Star Families and organizations that serve veterans by providing essential home improvements that restore security, dignity and peace of mind. "As an army veteran myself, it's a privilege for the QXO team to honor the service of these 13 veterans and organizations by providing the security and protection.

GREENWICH, Conn.--(BUSINESS WIRE)--QXO Inc. (NYSE: QXO) today announced the 13 grand-prize winners of its annual QXO for Veterans initiative, a North American program that honors veterans, Gold Star Families and organizations that serve veterans by providing essential home improvements that restore security, dignity and peace of mind. "As an army veteran myself, it's a privilege for the QXO team to honor the service of these 13 veterans and organizations by providing the security and protection.