Long term position Additional entries: Below $20 QXO is positioning itself as a premier “serial consolidator” within the highly fragmented $800 billion building materials distribution market, leveraging a “buy-and-build” strategy led by Brad Jacobs to target $50 billion in annual revenue within the next decade. The company’s competitive moat is […]
Stocks
April 8, 2026
NuBank (NU)
Long term position Additional entries: $11-14 Nubank is a leading digital banking platform that has built a powerful competitive moat through its proprietary technology stack and a structural cost to serve that is approximately 85% lower than traditional incumbent banks. Its business model centers on high customer engagement and “principality,” […]