Yet Another Value Podcast

Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC

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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
    • ...more
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    Yet Another Value PodcastBy Andrew Walker
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