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Yaron Naymark on IWG's value case
Yet Another Value Podcast
I W G - The Hottest Flex Market We've Ever Seen?
I could see a scenario where actually I'm kind of running these models and saying, Oh, you know, if I give instant 1 billion of value after tax and leakage and everything, maybe I'm too low on it. It doesn't seem like anybody's given them any credit for we work. If you do believe the market is going from 2% flex to 10 or 15 or 20% flex, this is a really awesome asset to want to own. You've got this instant play that people bid 1.5 billion in November when things were worse. And we've had the strongest months in history since then,. Like maybe instance worth 1.8 now, maybe it's worth two or
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