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QXOBULLISHCore thesis · 5/5

QXO acquires TopBuild to consolidate building products

The argument presented is that QXO's $17 billion merger with TopBuild creates the second-largest North American building products distributor with $18 billion in combined revenue, leveraging cross-selling opportunities and $300 million in targeted synergies.

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QXO: QXO acquires TopBuild to consolidate building products · Zortix