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. What you'll learn here: 00:00:00 - Intro 00:06:26 - How Chapters Group was founded 00:08:51 - Why elite investors invest in it 00:13:39 - How their playbook for M&A works 00:20:27 - About the major long-term tailwinds behind their businesses 00:38:05 - How M&A is financed 00:48:52 - Why dilution is justified at this stage 00:53:18 - How the financials look 01:08:05 - Whether Shawn and Daniel add CHG to the portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/chapters-group-100-bagger-in-the-making-w-daniel-mahncke-shawn-omalley/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. Our Sponsors: 💰 Start building your long-term portfolio today and unlock an uncapped 1% transfer bonus. https://public.com/tivp 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ ▶️ Related Episodes: - TransDigm Stock Valuation: A Conglomerate of Monopolies: https://youtu.be/CSn3WMN_JVc - Salesforce Stock Valuation: Software vs. AI: https://youtu.be/PwJyenIUVo4 - Trade Desk Deep Dive: Best Ad-Tech Stock?: https://youtu.be/fZko9Iut6AM Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #StockAnalysis #ValueInvesting #SoftwareStocks #MergersAndAcquisitions #InvestmentResearch