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HD Looking to Add GMS in Home Improvement Bidding War

HD Looking to Add GMS in Home Improvement Bidding War

Schwab Network · Schwab Network

June 20, 20256m 12s

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Show Notes

Home Depot (HD) is in a bidding war with QXO Inc. (QXO) for GMS Inc. (GMS). George Tsilis discusses why GMS has caught the eye of two potential suitors, and how it would operate under Home Depot's umbrella. Later, Dan Deming illustrates an example options trade using a put vertical strategy with a neutral to bullish tilt.


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