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Yet Another Value Podcast
Chris McIntyre thinks Sotera is an incredible business at a good valuation $SHC
Mar 7, 2023
Chris McIntyre returns to discuss Sotera Healthcare, highlighting its strong business potential, growth algorithm, and undervalued stock. The conversation also touches on historical legal liabilities, differences between Georgia and Illinois risks, controlling shareholders' plans, and M&A possibilities.
01:03:42
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Quick takeaways
- Sotera Healthcare excels as a stable top-line grower with high margins and minimal cycle impact.
- Legal liabilities and settlements pose complex challenges; jurisdictional differences impact outcomes and business operations.
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Listen to the best highlights from the podcasts you love and dive into the full episode