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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 

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• 0:00 Intro 
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• 2:15 Sotera Overview 
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• 5:30 What makes Sotera such a good business? 
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• 14:30 Why it's so unlikely a new competitor can enter the space 
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• 19:55 Discussing Sotera's "growth algorithm"  
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• 23:30 Sotera's multiple / valuation 
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• 32:00 Historical legal liabilities overview 
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• 38:45 The "science" behind the legal liabilities 
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• 43:15 SHC's settlement and putting the legal liabilities behind them 
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• 49:00 Why Georgia is not the same risk as Illinois was 
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• 53:35 Sotera's controlling shareholders and their plans for the company 
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• 56:00 M&A and roll up possibilities 
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• 1:00:45 Closing thoughts
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