Yet Another Value Podcast

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

Listen Later

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
    View all episodesView all episodes
    Download on the App Store
    Yet Another Value PodcastBy Andrew Walker
    • 4.6
    • 4.6
    • 4.6
    • 4.6
    • 4.6

    4.6

    95 ratings

    More shows like Yet Another Value Podcast

    View all
    We Study Billionaires - The Investor’s Podcast Network by The Investor's Podcast Network

    We Study Billionaires - The Investor’s Podcast Network

    3,367 Listeners

    Odd Lots by Bloomberg

    Odd Lots

    1,777 Listeners

    The Meb Faber Show - Better Investing by The Idea Farm

    The Meb Faber Show - Better Investing

    932 Listeners

    Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

    Invest Like the Best with Patrick O'Shaughnessy

    2,293 Listeners

    Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

    Capital Allocators – Inside the Institutional Investment Industry

    796 Listeners

    Chit Chat Stocks by Chit Chat Stocks

    Chit Chat Stocks

    190 Listeners

    The Market Huddle by Patrick Ceresna & Kevin Muir

    The Market Huddle

    363 Listeners

    The Acquirers Podcast by Tobias Carlisle

    The Acquirers Podcast

    300 Listeners

    Excess Returns by Excess Returns

    Excess Returns

    65 Listeners

    Value Hive Podcast by Brandon Beylo

    Value Hive Podcast

    90 Listeners

    The Memo by Howard Marks by Oaktree Capital Management

    The Memo by Howard Marks

    394 Listeners

    The Business Brew by Bill Brewster

    The Business Brew

    245 Listeners

    Business Breakdowns by Colossus | Investing & Business Podcasts

    Business Breakdowns

    344 Listeners

    Behind the Balance Sheet by Stephen Clapham, Behind the Balance Sheet

    Behind the Balance Sheet

    47 Listeners

    Forward Guidance by Blockworks

    Forward Guidance

    271 Listeners