NYSE
FERG
3 stories
$44B Market cap · 2026-10-28
@breadcrumbsre $FERG is already what $QXO wants to be! $QXO…raise tons of equity at inflated values (while Brad buys stock for peanuts). Buy companies in auctions at high prices. Pitch magical synergies to double EBITDA to raise more equity at high valuation….profit?
Large active managers cluster in Visa, Mastercard, S&P Global, FICO, Alphabet, Meta and Berkshire, challenging alpha in widely owned…
Lawrence Hamtil discusses the farmer mentality, software’s cycle and investing with irreplaceable capital.
Letters that discuss FERG.
Companies the stories above are also about, besides FERG.
