Are Robotaxis Coming to a City Near You?

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 20 April 2026

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Serial acquirer QXO has made a transformative $17 billion acquisition of TopBuild to create the second largest player in the industry. Motley Fool analysts Jason Hall and Matt Frankel break this deal down before discussing developments with Tesla’s Robotaxis and answering a listening question about selling stocks. Jon Quast, Matt Frankel, and Jason Hall discuss: -QXO’s $17 billion acquisition of TopBuild -Tesla’s Robotaxi expansion -Mailbag: Did I make a mistake by selling a stock that went up? Companies discussed: QXO (QXO), TopBuild (BLD), XPO (XPO), United Rentals (URI), Tesla (TSLA), Uber (UBER), Lyft (LYFT), Alphabet (GOOG)(GOOGL) Host: Jon Quast Guests: Matt Frankel, Jason Hall Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Are Robo Taxis coming to a city near you?
0:08.5	This is Motley Full Money.
0:10.0	Welcome to Motley Full Money with the Hidden Gems team.
0:23.6	I'm John Quast, and I'm joined today by Full contributors Matt Frankel.
0:27.6	And filling in for us this week is Jason Hall.
0:30.6	We're going to talk about Tesla.
0:32.6	We're going to answer questions from our mailbag about selling stocks.
0:36.6	But first, we want to hit this
0:39.5	multi-billion dollar lead story, and that's at QXO is acquiring top build for a reported
0:48.0	$17 billion. QXO is primarily a roofing business, and what was so interesting to me is its market cap is only about $18 billion.
0:58.2	So probably better to call this more of a merger than an acquisition.
1:02.3	But this isn't even the first acquisition it's made this month.
1:06.4	Earlier this month announcing it's acquiring Kodiak building partners for 2.25 billion. This is just, wow.
1:15.3	John, no, this is an acquisition. Let's make no bones about that whatsoever. For those that
1:22.0	haven't followed the QXO story, this is really, and I'm a shareholder here, and the reason I'm a shareholder is I want
1:29.1	to invest along with CEO Brad Jacobs. This is one of the greatest value creators for investors
1:34.2	in his companies in history. He's founded something like eight different companies that reached a
1:41.0	value of at least a billion dollars, and a few of those United Waste, which was acquired,
1:46.4	and XPO Logistics and United Rentals, which are still public,
1:50.5	were massive, massive winners for shareholders.
1:53.8	With QXO, we're expecting the Jacobs Playbook
1:57.8	to work again in a different industry.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.