Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC from Yet Another Value Podcast

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

1 hour 3 minutes Posted Mar 7, 2023 at 2:00 pm.

Intro 

Sotera Overview 

What makes Sotera such a good business? 

Why it's so unlikely a new competitor can enter the space 

Discussing Sotera's "growth algorithm"  

Sotera's multiple / valuation 

Historical legal liabilities overview 

The "science" behind the legal liabilities 

SHC's settlement and putting the legal liabilities behind them 

Why Georgia is not the same risk as Illinois was 

Sotera's controlling shareholders and their plans for the company 

M&A and roll up possibilities 

Closing thoughts

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Show notes

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.

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