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Chapters Group: Billionaires bet on this potential 100-Bagger

Автор: The Investor's Podcast Network

Загружено: 2025-12-27

Просмотров: 3657

Описание:

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/i...

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▶️ Related Episodes:
TransDigm Stock Valuation: A Conglomerate of Monopolies:    • TransDigm Stock Valuation: A Conglomerate ...  
Salesforce Stock Valuation: Software vs. AI:    • Salesforce Stock Valuation: Software vs. AI  
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⚠️ 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

Chapters Group: Billionaires bet on this potential 100-Bagger

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