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TIVP052: Chapters Group: 100-Bagger in the Making? w/ Daniel Mahncke & Shawn O’Malley
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Show notes
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. They explore where the group’s growth is coming from, how the company allocates capital, and whether Chapters Group’s valuation is justifiable.
IN THIS EPISODE, YOU’LL LEARN:
00:00:00 – Intro
00:06:56 – How Chapters Group was founded
00:09:20 – Why elite investors invest in it
00:14:09 – How their playbook for M&A works
00:20:55 – About the major long-term tailwinds behind their businesses
00:35:28 – How M&A is financed
00:46:14 – Why dilution is justified at this stage
00:50:39 – How the financials look
01:05:26 – Whether Shawn and Daniel add CHG to the portfolio
*Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences.
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Joys of Compounding interview with CEO Jan Mohr.
Chapters Group Half-Year Presentation 2025.
TIVP Episode on TransDigm.
Tresor Capital Research Article.
CEO Mohr presenting at the Redeye Serial Acquirer Conference.
William Thorndike’s book: The Outsiders.
Explore our previous Intrinsic Value breakdowns: Transdigm, Salesforce, Berkshire Hathaway, FICO, PayPal, Uber, Nike, Amazon, Airbnb, Alphabet.
Related books mentioned in the podcast.
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