I have a super high conviction in $QXO Inc(QXO)$ and Brad Jacobs. I've been buying $QXO Inc(QXO)$ since early 2025, my current cost basis is $13.35. I came across Tom Hayes sometime after that, maybe mid 2025. I was interested in his other picks since he liked $QXO Inc(QXO)$ , so I did some research on Tom by looking back at 5+ years of his podcast transcripts. My takeaway on him is that he's always right, it's just a matter of how long it takes. I did get a double on $Albemarle(ALB)$ , and I had only bought that after researching Tom and deciding he was right about it. I could not get conviction in $Intel(INTC)$ but that would have gotten me a double as well, along with $Generac(GNRC)$ and others.
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