Joshua Thompson of an Alabama family office presents QXO, a construction supply distribution company built by serial acquirer Brad Jacobs, whose prior ventures—United Waste, United Rentals, and XPO Logistics, from which QXO spun off—each ranked among the top-ten performers over their respective ten-year periods and together completed more than 500 acquisitions.
Jason Wallace of Top Mark Health Partners lays out the investment case around minimal residual disease (MRD) testing — the blood-based technology that detects tumor DNA shed into the bloodstream, catching cancer recurrence months earlier than a scan and at extraordinarily low concentrations.
In this concise talk from The Intellectual Investor Conference, Gary Mishuris, CFA — Managing Partner and Chief Investment Officer of Silver Ring Value Partners — reframes what it actually means to have an investing edge.