82 min listen
Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC
Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC
ratings:
Length:
64 minutes
Released:
Mar 7, 2023
Format:
Podcast episode
Description
Chris McIntyre returns to the podcast to discuss Sotera Healthcare (SHC), why he thinks it's such a good business, and why he thinks the stock is still undervalued even after a big run in the wake of putting their legal liabilities (largely) behind them.
Chapters
0:00 Intro
2:15 Sotera Overview
5:30 What makes Sotera such a good business?
14:30 Why it's so unlikely a new competitor can enter the space
19:55 Discussing Sotera's "growth algorithm"
23:30 Sotera's multiple / valuation
32:00 Historical legal liabilities overview
38:45 The "science" behind the legal liabilities
43:15 SHC's settlement and putting the legal liabilities behind them
49:00 Why Georgia is not the same risk as Illinois was
53:35 Sotera's controlling shareholders and their plans for the company
56:00 M&A and roll up possibilities
1:00:45 Closing thoughts
Chapters
0:00 Intro
2:15 Sotera Overview
5:30 What makes Sotera such a good business?
14:30 Why it's so unlikely a new competitor can enter the space
19:55 Discussing Sotera's "growth algorithm"
23:30 Sotera's multiple / valuation
32:00 Historical legal liabilities overview
38:45 The "science" behind the legal liabilities
43:15 SHC's settlement and putting the legal liabilities behind them
49:00 Why Georgia is not the same risk as Illinois was
53:35 Sotera's controlling shareholders and their plans for the company
56:00 M&A and roll up possibilities
1:00:45 Closing thoughts
Released:
Mar 7, 2023
Format:
Podcast episode
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