December 28, 2025

TIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’Malley

1 hour 14 minutes

Daniel and Shawn take a deep dive into Chapters Group — one of Europe’s most rapidly evolving serial acquirers of mission-critical software and services. They explore where the group’s growth is coming from, how the company allocates capital, and whether Chapters Group’s valuation is justifiable.

IN THIS EPISODE, YOU’LL LEARN:

00:00:00 – Intro

00:06:56 – How Chapters Group was founded

00:09:20 – Why elite investors invest in it

00:14:09 – How their playbook for M&A works

00:20:55 – About the major long-term tailwinds behind their businesses

00:35:28 – How M&A is financed

00:46:14 – Why dilution is justified at this stage

00:50:39 – How the financials look

01:05:26 – Whether Shawn and Daniel add CHG to the portfolio

*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.

BOOKS AND RESOURCES

The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up for the waitlist(!)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Joys of Compounding interview with CEO Jan Mohr.

Chapters Group Half-Year Presentation 2025.

TIVP Episode on TransDigm.

Tresor Capital Research Article.

CEO Mohr presenting at the Redeye Serial Acquirer Conference.

William Thorndike’s book: The Outsiders.

Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Transdigm⁠, ⁠Salesforce,⁠ ⁠Berkshire Hathaway,⁠ ⁠FICO⁠, ⁠PayPal⁠, ⁠Uber,⁠ ⁠Nike,⁠ ⁠Amazon⁠, ⁠Airbnb,⁠ ⁠Alphabet.⁠

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