catechwilliams on X
$GMS Ray Jay Conf right now. Tracking well ahead of recent guide—new larger wins, wallboard prices +MSD last 2 wks, accel share gains, hi margin complimentary biz organically 2x in 3 yrs. 10x P/E vs peers at 15-20x (BLDR, BLD, IBP). Long runway for growth w strong balance sheet.
