BROADCASTS.com

b'

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 

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